Does Succession Wealth pay their employees well?

According to anonymously submitted Glassdoor reviews, Succession Wealth employees rate their compensation and benefits as 4.0 out of 5. Find out more about salaries and benefits at Succession Wealth. This rating has decreased by 5% over the last 12 months.

How satisfied are employees working at Succession Wealth?

72% of Succession Wealth employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Succession Wealth 4.0 out of 5 for work life balance, 4.0 for culture and values and 3.6 for career opportunities.

What are the top reviewed jobs at Succession Wealth?

Client Delivery Lead (17) , Paraplanner (11) , Wealth Planner (4) , Financial Advisor (3) , Client Delivery Executive (2)

What are the pros of working at Succession Wealth according to real employee reviews?

"People are great and good to work with" ((in 12 reviews)); "Amazing colleagues" ((in 6 reviews)); "Amazing Benefits" ((in 6 reviews)); "Great training package, Good Salary." ((in 4 reviews)); "Decent work life balance" ((in 3 reviews))

What are the cons of working at Succession Wealth according to real employee reviews?

"Management and HR are clueless, they dont know their own policies." ((in 5 reviews)); "Poor pay" ((in 5 reviews)); "Blame culture" ((in 4 reviews)); "Heavy work load" ((in 3 reviews)); "I witnessed frequent bullying and gaslighting." ((in 3 reviews))

Succession Wealth Reviews

3.9

72% would recommend to a friend

(79 total reviews)

Roger Marsden

66% approve of CEO

75% positive business outlook

Company ratings over time

Ratings trend for the last 6 months (79 reviews)

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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Jobs at Succession Wealth

Receptionist

Plymouth, England

·

GBP 25K - GBP 25K /yr

(Employer provided)

View job