What Our Clients Say
We have developed an excellent relationship with Graham, (Brodie, Succession Wealth Planner) since becoming his clients. He has taken the time to get to know us as individuals and as a family and his advice is tailored to our specific needs in all areas.
He is approachable, straightforward, well informed, organised and thoroughly dependable. All information is provided in written form after Graham has explained it to us, giving us time to consider our options. When making important decisions nothing is overlooked nor is it looked at in isolation as Graham has an holistic approach to all our requirements and has never let us down
The ultimate decisions are ours to make but thanks to Graham we can make informed choices based on facts and made in a personal context.
Mr & Mrs Allison, Falkirk
Keith Hartland took over our Financial Planning in 2003. This happened at a time we were seriously looking at our Retirement Plans. Keith’s help at this time was invaluable. Keith is always available to answer questions and discuss plans for our advancing years and we can also go online ourselves to check how our Funds are doing. We have recommended Keith to our friends and would do so again.
Gordon & Dawn Yates, Romsey
Cashflow Planning was one of the key elements that drew me to select Keith’s company, as it is critical to work with your own structured and personalised financial plan. From this foundation you are able to determine your own financial destiny, meet your lifestyle objectives, but of course without fear of running out of money.
D Jones, Winchester
I do not have the expertise or the know-how so that is why I engaged Graham (Graham Brodie, Succession Wealth Planner). At our meetings, he does not overtax me, appears to understand my needs and when the options have been discussed, he will present me with the documents to sign. This is the simplicity I require. Graham has a manner and personality that I can trust, and I trust my own judgment on this, it works well for me.
Mr D Maxwell, Pitlochry
We have been using Keith Hartland of Succession for the past 5 years and found him to be most professional and helpful.
With our busy lives it is really beneficial to know that through his long term strategic plan, Keith has managed to deliver financial savings to both our business, but more over our personal life. The regular updates and reporting he and his team provide, gives us the confidence that our investment portfolio is being managed effectively and further out, what we need to do to achieve our goals.
I would have no hesitation in recommending Keith and his company.
K Walsh, Chief Executive, Zenergi ltd