Advies wealth Avaliações 129

O TrustScore é 5 de um total de 5

4,8

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 4 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Detalhes da empresa

  1. Planejamento Financeiro

Escrito pela empresa

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.


Informações de contato

4,8

Excelente

O TrustScore é 5 de um total de 5

129 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico de pedidos de avaliações

Esta empresa não convidou os respectivos clientes, portanto as avaliações podem não ser representativas

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Avaliado com 5 de um total de 5 estrelas

Great company to deal with excellent

Advies wealth helped me to move a final salary pension, the process was straight forward and I was kept up to date as it progressed. Aatif, Steve and all the team are very professional I would recommend this team highly.

2 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Fantastic work ten out of ten

Fantastic work, they managed to transfer my pension from a difficult pension scheme to a much better and safer pension provider and get my tax free lump sum. They kept me informed of their progress on a weekly basis.
Great team very helpful and professional, highly recommended brilliant service.id recommended them to anyone 👍

5 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Advies wealth have already transferred…

Advies wealth have already transferred one of my pensions and are in the process of completing my second and larger pension. They have answered all of my questions quickly and professionally. They have a wealth of information which they are using to complete my transfer process. Can not recommend then highly enough. Great job Attif

6 de janeiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Aatif and his team took every effort to…

Aatif and his team took every effort to make this transfer as seamless as possible, despite the complexity of the process. They are friendly and knowledgeable, and they have always responded to my inquiries promptly and in a timely manner.
I would highly recommend them to anyone in need of their assistance. Thank you

19 de janeiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Pension Transfer

Great company to deal with, got my pension sorted very quickly and with no fuss , Highly recommend them .5*

10 de janeiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Consolidating pensions

My pensions were scattered through a raft of previous employers, and difficult to keep track of. Advies undertook a root and branch review of my circumstances and provided me with the advice I needed to make an informed decision. But that's the "talking the talk". Having agreed a course of action, the support staff dealt with everything needed make the plan happen. They manage the entire process to bring all my previous pensions under one roof, communicating throughout and answering all my questions as we went along. This was "walking the walk." Great to deal with professional people, who deliver. Anyone out there who is in the same position as me, give them a call, it'll be the best decision you make this year

22 de novembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent service throughout the entire…

Excellent service throughout the entire pension transfer process. Friendly and professional staff who were always on hand to answer clearly any questions I had. I would thoroughly recommend this company without hesitation.

12 de setembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent Organisation.

Excellent Organisation.
They helped navigate me through my pension transfer.
The process was complicated and lengthy, but Advies always responded in a prompt and timely manner at each stage to guide me through the process.
A special thanks to the team from a satisfied transferee to: - Aatif Shafi, Phoebe Hain and Jemma Lee for making the journey a pleasant one.

8 de novembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

From the first phonecall and free half…

From the first phonecall and free half hour advice to completion of my defined benefit pension transfer, I can say everything went smoothly. The transfer itself was completed in under two weeks once the paperwork was returned.

22 de agosto de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Drawdown pension

Obviously when dealing with you're own pension, it's hard to make the right decisions, this company helped me and assured me(what I done) that it was the best decision for me. A well deserved pat on the back from me. Recommend for advice and obviously no scammers got hold of my pension

19 de agosto de 2022
Avaliação não solicitada

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