Spence & Spence
S&
Financial Advisors
Spence & Spence
8 Rutland Square, Edinburgh EH1 2AS
# Spence & Spence
Spence & Spence (Scotland) Limited is an independent financial advisory firm based in Edinburgh that has joined the Succession Wealth group. The business serves affluent clients with investment portfolios and pension assets, typically those with £250,000 or more to invest or manage.
The firm provides personalised financial planning and wealth management services, maintaining continuity through established advisor relationships. Their approach centres on understanding individual client goals through confidential consultations, with no pressure or obligation attached to initial conversations. The advisory team includes named specialists such as Adrian Kemp, Marc Holden, and Sean Rebbets, who manage ongoing client relationships.
What distinguishes Spence & Spence is their commitment to consistency during organisational change. Despite integrating into the larger Succession Group, they've prioritised maintaining familiar contact points and service standards that existing clients expect. This stability-focused transition demonstrates client-centric values rather than pursuing aggressive growth.
The firm's reputation is evidenced by consistently high Trustpilot ratings, with recent five-star reviews highlighting personalised support, expert guidance, and client satisfaction across various demographics. Clients particularly praise the expertise and reassurance provided by individual advisers, suggesting a relationship-driven rather than transactional business model.
Their service philosophy emphasises transparency, professional guidance tailored to individual circumstances, and long-term wealth stewardship for Scotland's affluent demographic.
Spence & Spence (Scotland) Limited is an independent financial advisory firm based in Edinburgh that has joined the Succession Wealth group. The business serves affluent clients with investment portfolios and pension assets, typically those with £250,000 or more to invest or manage.
The firm provides personalised financial planning and wealth management services, maintaining continuity through established advisor relationships. Their approach centres on understanding individual client goals through confidential consultations, with no pressure or obligation attached to initial conversations. The advisory team includes named specialists such as Adrian Kemp, Marc Holden, and Sean Rebbets, who manage ongoing client relationships.
What distinguishes Spence & Spence is their commitment to consistency during organisational change. Despite integrating into the larger Succession Group, they've prioritised maintaining familiar contact points and service standards that existing clients expect. This stability-focused transition demonstrates client-centric values rather than pursuing aggressive growth.
The firm's reputation is evidenced by consistently high Trustpilot ratings, with recent five-star reviews highlighting personalised support, expert guidance, and client satisfaction across various demographics. Clients particularly praise the expertise and reassurance provided by individual advisers, suggesting a relationship-driven rather than transactional business model.
Their service philosophy emphasises transparency, professional guidance tailored to individual circumstances, and long-term wealth stewardship for Scotland's affluent demographic.
Services offered
Investment managementPension planningWealth managementFinancial planningRetirement planningPortfolio managementFinancial adviceClient relationship management