Michael Fowler

Michael Fowler

Succession Wealth

Michael's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 35 )

Retirement income (annuities, drawdown) ( 22 )

Investments and Savings ( 38 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 18 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 29 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

( 2 )

Reviewers' assets

£500k+ ( 20 )

£200k - £500k ( 4 )

£100k - £200k ( 1 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Repeat review

by a verified client in Surrey

a month ago

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Value

This review is a follow-up review from a client who left a review previously.

How has Michael Fowler helped you since your last review?

I don't think so.

Review

by a verified client in Kent

2 months ago

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Value

What were the circumstances that caused you to initially look for an adviser?

We needed a financial adviser to manage a sum of money that has been given to our children.

How has Michael Fowler helped you?

Michael manages the fund for our children with expertise and diligence. His expert knowledge of the financial markets and tax matters has been invaluable, ensuring thoughtful and effective stewardship of these assets. His professionalism and commitment give us complete confidence in the decisions he makes.

Have you seen the outcome you were hoping for?

Yes, the fund is showing steady growth as a result of Michael's careful handling.

Repeat review

by a verified client in London

3 months ago

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Value

This review is a follow-up review from a client who left a review previously.

How has Michael Fowler helped you since your last review?

Continued in the same vein, but we have been flexible due to changes in the business and impending retirement options- MF continues to be a person of trust and high competence for AT.

Repeat review

by a verified client in Buckinghamshire

5 months ago

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Value

This review is a follow-up review from a client who left a review previously.

How has Michael Fowler helped you since your last review?

Michael has continued ti give us the advice we need and our relationsip remains solid and good

Repeat review

by a verified client in Berkshire

6 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Michael Fowler helped you since your last review?

Our annual review ensures that our investments, financial planning and pension provision meets our needs.