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      Succession Wealth

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      Succession Wealth Reviews

      3.9

      72% would recommend to a friend

      (79 total reviews)
      avatar

      Roger Marsden

      66% approve of CEO

      75% positive business outlook

      Ratings by category

      4.0

      Culture and values

      4.0

      Work/Life balance

      4.0

      Compensation and benefits

      3.9

      Diversity and inclusion

      3.7

      Senior management

      3.6

      Career opportunities

      Succession Wealth has an employee rating of 3.9 out of 5 stars, based on 79 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Succession Wealth employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      79 reviews
      4.0
      9 June 2026

      Strong culture and work-life balance, but slow progress

      Investment professional
      Recommend
      CEO approval
      Business outlook

      Pros

      Work life balance, culture, network, experience.

      Cons

      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.

      1.0
      17 Apr 2026

      Avoid at all costs

      Wealth planner
      Recommend
      CEO approval
      Business outlook

      Pros

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

      Cons

      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.

      4.0
      27 Mar 2026

      Lovely Place

      Client delivery lead
      Recommend
      CEO approval
      Business outlook

      Pros

      Great place to work, hybrid working, and friendly people. Great staff benefits package and company culture. Very flexible.

      Cons

      Processes can be a little long. Progression opportunities are few and far between.

      Viewing 1 - 3 of 79 Reviews
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      ReviewsSuccession Wealth reviews

      Glassdoor has 81 Succession Wealth reviews submitted anonymously by Succession Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Succession Wealth is right for you.