Michael Johns

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

I had been looking at transferring out of my Works pension scheme for 5 years but was advised i was not old enough. I was 54 last year and i was offered Voluntary Redundancy so the timing was at the right time and raise the request Oct 2024

How has Michael Johns helped you?

I met Michael through another colleague as Michael has all the qualification to officially take me through the process, which is long due to the nature of the activity which is understandable as it is an important stage of your life. What was great about Michael, is he guided me through every step of the way providing honest pitfalls and positive outcomes. Michael was always available to contact as my financial position changed and provided various options to consider all very well explained. If you need impartial Financial Pension advice I can thoroughly recommend Michael’s services

Have you seen the outcome you were hoping for?

Yes the out come of moving my pension across to Succession Wealth to manage my pension pot. Process of moving continues April 2025. I was advised it is lengthy process due to the various reports and checks along the way.

What could they have done better?

N/A

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

I was looking to grow my pension and set out a plan for the next 20 years

How has Michael Johns helped you?

Superb, concise clear advice which Michael delivers. Through his personable style Michael advised superbly the risks and how the markets work.

Have you seen the outcome you were hoping for?

Yes, firm plan in place and growth.

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

How has Michael Johns helped you since your last review?

Michael has given my wife and I a thorough breakdown of our investments and advice on future planning for 2025 to make our investment work harder and make it more profitable. Michael is very good and my wife and I would have no hesitation in recommending him to any of friends and family if they ever needed any investment opportunities. I have been a loyal customer to Succession Wealth for over 15 years and they a very good at wha5 they do.

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

I was approaching retirement and needed assistance in consolidating my pensions and financial planning for that retirement

How has Michael Johns helped you?

Michael carried out the analysis of my DB fund and arranged for the transfer of that fund into my new pension, following on from that over the course of the next two years assisted with the transfer of two DC funds into that new pension

Have you seen the outcome you were hoping for?

Yes we are extremely satisfied with the consolidation of the pension funds and the ongoing support and advice we receive in the management of these funds

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

I was offered the services of a financial advisor through my employers pension scheme who then offered to also manage my personal pension.

How has Michael Johns helped you?

Michael Johns has assisted me in planning and arranging my pension and savings from age 54 to my retirement at 60. He has provided well rounded advice and guidance on pensions, savings, income protection insurance, and inheritance planning in that time that enabled my early retirement plan to be achieved.

Have you seen the outcome you were hoping for?

The projections that Michael made for my pension fund growth have been broadly achieved in the time that he has supported me. These were also in line with my own estimation of potential pension fund growth. This has enabled me to retire at 60, which was a possibility that Michael had opened up to me a few years ago. Without his valued advice I may not have been so certain in making the choice to retire early.

What could they have done better?

Michael has always provided a highly professional service, backed by a very efficient admin support team. On the rare occasion where I raised a concern it was always responded to promptly and with a satisfactory outcome. I would therefore not list any points as "could have done better".