Advies wealth Avaliações 129

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.com I found Advies and was glad I did. From the first call with Aatif Shafi, Advies could not have been more helpful and communicative. The transfer process is not quick as the DB providers have you jumping through hoops to ensure that there is nothing untoward in regard to the transfer, but the Advies team, particularly Jemma Lee, was extremely diligent and persistent in driving progress through to completion.

I found the fees reasonable for managing the transfer. This is a specialist process and I would have no qualms in recommending Aatif and his team at Advies to managing your DB transfer.

Advies were fantastic from the get go,they helped release my Defined benefit pension,it took quite a few months to eventually sort,through no fault of Advies,would recommend them to anyone wanting access to their Defined benefit pension,thanks everyone again at Advies

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 this sort of transfer advice and understandably, Advies fee was expensive.

I needed a chartered financial advisor to help me with my pension transfer and Advies Wealth were excellent on dealing with this promptly and efficiently. Highly recommended.

Many thanks to the team at Advies Wealth for transferring my DB pension to a different provider so that it could be accessed as and when I needed it. Friendly and professional and a fair pricing scheme.
Very pleased.

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 help. I tried lots of companies.
Advies got it released for me.
I am very grateful for their help with this matter.
Steve T.

Very friendly spoke to me so i knew exactly what's happening and got me exactly what I wanted brilliant service very professional

I highly recommend Advies Wealth for anyone looking for financial guidance, in this case it was to do with Pension transfers, but their broad knowledge base far exceeds just pensions.
They were recommended to me by a friend, and their professionalism was immediately apparent.
The pension transfer process I found to be incredibly complicated, but they made it feel simple and straightforward. Their communication was amazing, their help with the mountains of paperwork was superb and when one particular company seemed to be dragging the process out, Advies Wealth never left it for long periods and were constantly requesting updates without me needing to prompt them, they would then notify me immediately of any updates.
All the questions I had were dealt with patience and understanding and I always felt that they genuinely cared about me, ensuring I was comfortable each step of the way and for my financial security.
An amazing Team of people that did an amazing job, and I would recommend them to anyone seeking financial advice.

I have enjoyed a friendly and efficient service, open and transparent with good communication.
Thanks

We were impressed with the friendly and understanding team who helped with pension advice for myself. I am not very confident when faced with money decisions and they made everything much easier and gave me peace of mind .

Very professional from the outset. My questions were answered quickly with full explanations and the process was very straightforward. Would recommend.

Ease of communication. Excellent preliminary advice without having to pay for it. In depth breakdown of my options. Felt valued and in safe hands.

These guys are amazing. Just when I thought I wouldn't be able to find anyone to handle transferring my LGPS, they rode in on a white charger and saved my life! Worth every penny.

Aatif and Advies were extremely professional and personable. Aatif walked me through the process in a very thorough and comprehensive manner. Thank you for your professionalism courtesy and friendly approach.

I had searched for a company that was prepared to handle my pension transfer and several weren't interested. Fortunately I discovered Advies and Aatif. Right from the initial contact, Aatif and Advies were extremely professional and personable. Aatif walked me through the process in a very thorough and comprehensive manner. All the costs, timelines and requirements were clearly spelled out. Transparency was excellent. As the transfer went through each stage of the process, the Advies team were very quick to respond and followed up on a regular basis. The whole process was stress free and the outcome was as expected.

I was a bit apprehensive about choosing a new company for financial advice. I needn’t have been worried because my concerns were very quickly addressed. Advies sorted out everything with ease and constant reassurances. I would highly recommend them.

The team at Advies helped me with a particularly complicated transfer from a local authority pension to private pension, including a tax free draw down, which was following a pension sharing order. They were friendly and professional throughout, providing very clear information that explained all my options. Highly recommended!

I needed to transfer out of a small final salary pension - not my main corporate pension. I had shopped around and got the most professional, comprehensive and efficient response from the Advies team. They were friendly and supportive every step of the way and ensured that my transfer went through smoothly despite the tight deadline. There was always someone at the end of the phone whenever I had any questions or concerns so absolutely no hesitation in recommending the Advies team.

Thank you very much for all you have done for us. We could not be more pleased for everything. From the first phone call till the closure.
Your professionalism courtesy and friendly approach to our situation. Without your help don't know what we have done.
So to all the staff from Advise wealth a very big thank you.

After multiple tries, with negative responses, to transfer my Final Salary Scheme I finally came across Advies and Aatif who said YES, we can do that. Being a non-resident made things even more complicated but we finaly got there. Aatif and the Team were extremly professional and helpfull all the way through what was a very long process. I will recomend to friends and I look forward to continuing to working with them in the future.