Advies wealth Recensioni 129

TrustScore 5 su 5

4,8

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Scopri cosa dicono le persone

Valutata 5 stelle su 5

I had 2 defined benefit pensions with reasonable transfer values and despaired of finding anybody to help me transfer it to the SIPP which is managed well by another supplier. Through unbiased.co... Leggi di più

Valutata 5 stelle su 5

Advies Wealth are very professional and know exactly what they are doing regarding pensions. I was worrying about my defined benefit pension as it seemed tied down and literally no one was able to... Leggi di più

Valutata 4 stelle su 5

Took a while to find a company that would take on a Flexi Drawdown Transfer, most just said that its simply not possible , but Advies Wealth said yes almost instantly . Advise aren't cheap but i... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

The transfer of my Defined Benefit pension took many months and seemed to be fraught with difficulty but Advies kept me advised all the way and delivered! There are very few companies providing thi... Leggi di più

Dettagli dell'azienda

  1. Pianificatore finanziario

Scritti dall'azienda

Advies Wealth are a leading pension specialist and financial adviser. We have particular expertise and experience in dealing with the new choices that you have for your Final Salary/Defined Benefit pension. As your financial partner, we commit to staying focused on your needs throughout your time with us – no matter how they change. To achieve this, we spend time with you at the outset to make sure that we understand your priorities, and to discover what you are trying to achieve. We will also work with you to calculate your attitude to risk, so that we can set reasonable expectations, and jointly create a financial strategy.


Informazioni di contatto

4,8

Eccellente

TrustScore 5 su 5

129 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

Nessuna traccia di inviti alla recensione precedenti

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Valutata 5 stelle su 5

Pension Review

Advies provided me with a detailed explanation of how the process would work, including information I could expect to receive and the timeframe. I did receive all the information expected in a format I could understand and anything I was unclear about was quickly responded to.

1 maggio 2022
Non scritta su invito
Valutata 5 stelle su 5

Great service for defined benefit pension

I had a great experience transferring out of my defined benefit pension. They were very thorough and helpful. The team were always at hand and kept me updated throughout the process. Special thanks to Phoebe who was always available to answer any questions. Would highly recommend using them.

30 aprile 2022
Non scritta su invito
Valutata 5 stelle su 5

Efficient pension transfer

I used Advies Wealth for a defined benefit pension plan transfer and was very satisfied with the service provided. They processed the transfer request very efficiently and made sure I was aware of the risks involved and how the process would work. They were also available to answer questions as they arose. Would recommend them.

24 aprile 2022
Non scritta su invito
Valutata 4 stelle su 5

Defined Benefit Pension Transfer

I was looking to transfer my defined benefit pension schemes into 1 location to give me access to my pension pot when I turn 55 and after extensive internet searches settled on Advies Wealth. Throughout the entire process they have been helpful producing all the relevant documentation and making it extremely easy for me to complete and sign. Always available to answer questions and as a result the transfer process has gone very smoothly.

The only reason for not giving 5 stars is I feel that at the start of the process it would have been nice to actually have some face time with the advisor either in person or through zoom, but having said that just doing it all via the phone has worked and overall I am very happy with how it has all gone.

23 aprile 2022
Non scritta su invito
Valutata 5 stelle su 5

Pension transfer

I recently transferred my pension and found the advisors extremely helpful and professional, keeping me updated regularly on how the process was going

23 aprile 2022
Non scritta su invito
Valutata 5 stelle su 5

Great pension advice, no hard sell.

Spoke to the very knowledgeable & helpful Gerry Barton at Advies Wealth today. Gerry provided me with clear & tailored information to help me make better decisions around my future pension arrangements. No hard sell or pressure. I would certainly recommend.

20 gennaio 2022
Non scritta su invito
Valutata 4 stelle su 5

Got the job done .

Took a while to find a company that would take on a Flexi Drawdown Transfer, most just said that its simply not possible , but Advies Wealth said yes almost instantly .
Advise aren't cheap but it's an extremely limited market but most importantly they got the job done .
Communications were very good and I must single out Jemma Lee in their Adim team she was brilliant.
It's a minefield trying to get your pension via drawdown , I put my trust in Advies Wealth and they delivered.

23 settembre 2021
Non scritta su invito
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Risposta di Advies wealth

Hi Scott,
Thank you for your positive review!
Best wishes,
The Advies Team

Valutata 4 stelle su 5

From the beginning to the end Advies…

From the beginning to the end Advies Wealth delivered on what they promised from the start. Whilst their services are not the cheapest they were honest from the start and did not waste my time. I had engaged advice before Advies Wealth to be told after much time consuming research and efforts on my part that my proposition was not doable. My pension transfers were declined without any reason. Clearly as a third attempt with another adviser I was anxious that my needs and requirements would not be met when I engaged with Advies Wealth. Advies Wealth understood my needs and delivered. I am a financial services ex adviser myself so understand the compliance and implications of transferring from DB schemes and the risks involved. However, transferring my pension funds was vital to me in my current circumstances. I would recommend this firm as they listen to their client needs and wants and at the same time help their client make an informed decision based on research analysis. Thanks to all the team at Advies Wealth! You have given me peace of mind. Thank you!

22 luglio 2021
Non scritta su invito
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Risposta di Advies wealth

Thank you for your positive review Elizabeth!
Best wishes,
The Advies Team

Valutata 5 stelle su 5

From the very first contact with Advies…

From the very first contact with Advies Wealth all the way through the lengthy process of sorting my pension the whole team have been superb.
Every time I have rang or emailed my query was dealt with quickly and professionally.
Their advise has always been clear and accurate

19 maggio 2021
Non scritta su invito
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Risposta di Advies wealth

Hi Greg,
Thank you for your positive review!
Best wishes,
The Advies Team

Valutata 5 stelle su 5

Great, professional company

From the initial contact to the end result I was after, Advieswealth have kept me up to date with every step. A very professional company with highly trained, experienced individuals. I would and will, recommend these guy’s to my friends and relatives.

19 maggio 2021
Non scritta su invito
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Risposta di Advies wealth

Hi Steve,
Thank you for your positive review! We are thrilled that you would recommend our services.
Best wishes,
The Advies Team

Valutata 5 stelle su 5

Very happy with the service provided in…

Very happy with the service provided in transferring my pension. Kept informed and updated regularly, thorough and detailed report giving me confidence in going ahead with a recommendation to transfer my pension into a product for me, given my individual aspirations and circumstances. Recommended to two of my colleagues who are also considering their retirement.

20 aprile 2021
Non scritta su invito
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Risposta di Advies wealth

Hi Carl,
Thank you for your positive review!
Best wishes,
The Advies Team.

Valutata 5 stelle su 5

I transferred my final salary pension

I transferred my final salary pension. The advice and customer service was excellent. Never pushy, always allowed time to consider the information and my decision. Ensured i was directed to government websites to ensure i understood the process. I was extremely nervous and the whole process took over 9 months of me researching and then Advies wealth supporting. I would highly recommend.

20 aprile 2021
Non scritta su invito
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Risposta di Advies wealth

Hi Jim,
Thank you for your positive review!
Best wishes,
The Advies Team

Valutata 5 stelle su 5

Pension transfer

I was very happy with the whole process of Advies Wealth handling my pension transfer.
I have recommended my colleague, who has been in contact with Advies Wealth since then.
Many thanks

31 gennaio 2021
Non scritta su invito
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Risposta di Advies wealth

Thank you for your 5 star review Bhupinder, we are thrilled that you have recommended Advies Wealth to a colleague.

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