Lovely Place - Client Delivery Lead Succession Wealth Employee Review

Work life balance, culture, network, experience.

Progress, not unavailable but for non planning roles renumeration and progress is very hard to come by. They are working to fix this but for longer standing employees may not have the time or financial flexibility to wait.

Some wonderful talented people worked there, who genuinely cared about clients.

Out of touch management team who say the right things but never delivered. CEO was totally invisible. Aviva takeover has ruined the culture and has meant advisers are being pushed to recommend the Aviva platform. Client service levels have dropped and morale was very low across all departments. Managers were internally promoted with no training and it went poorly. High staff turnover. HR department is not confidential. Frequently, private personal information was made public and spread like wildfire through the offices in a gossip style fashion. Management and HR applied for Diversity & Inclusion awards regularly but never practiced it. I witnessed frequent bullying and gaslighting. When you reach out for support, it was met with empty promises and you were left to continue alone.