Advies wealth Avaliações 129

I have just completed my transfer of my pension pot from Rolls Royce to Royal London with the help of Advies wealth . After talking to my financial advisor he recommended that I use Advies wealth to do this for me as I had a limited time to do this as my cetv was guaranteed for 3 month . I contacted Attif initally who then passed me onto head office to do all the paperwork etc , I at this point did not realise how much work was involved in this process . From day one Attif and Steve and phoebe kept me informed with a progress report and chased up all the paperwork And called me weekly and told me how it was going , with a week to go of my guaranteed transfer date it was all completed . I cannot thank Attif enough for taking my calls out with normal hours and e mailing me almost daily . If I had not hit this sorted on the time scale that they did it in I now know my transfer value would now be down 30 percent . One happy customer , I would definately recommend Advies wealth to anyone . Thank you

I cant recommend Advies Wealth highly enough they talked me through the whole pension transfer process giving me all the information I needed to make up my mind whether to transferor leave it in my current pension. Advies Wealth supported me and guided me through the whole process and were only a phone call away if I had any questions. I have now changed my pension to Royal London and am very happy that I have made the right decision. Thank you so much for your professionalism and first class service Antonio.

We were looking to take our defined benefits pension in the form of a drawdown, personal pension. We had watched all videos, taken lots of advice, and fully understood the benefits and pitfalls, and also the reluctance of advisors to recommend this due to potential liability risks for bad advice etc. Having spent hours having reviews with several advisors personally recommended to us, they all adamantly refused to recommend a drawdown, and would not proceed even on an"insistent client" basis. Against all advice we did our own "searching" and found Advies wealth through an internet search. They contacted us, i checked their credentials, I found the whole process simple, efficient, and we completed everything within a couple of months. They understood OUR needs, and am happy with the advice they gave us. I am aware that personal pensions could, and are in fact, dropping at the moment and that was fully expkained to us. We took one pension as a drawdown, and my wife chose to stay with the DB scheme, and Advies Wealth understood this and put us under no pressure at all. I would totally recommend Advies Wealth not only for their efficiency, but for them understanding OUR needs and wishes, and acting on them.

Your response to my review is incorrect! I provided you with all the information I was asked for at each stage. I had to chase you each step of that way. You provided me with contradicting information first saying yes I should transfer them when I questioned this you said the wrong calculation was used! You then said I should transfer. But you never intended filled up with so had to chase you for update each time. I was not trying to circumvent the process. I was merely following instructions from my ceding pension scheme! The final conversation we had you asked for the details of my work pension which I provided in plenty of time for the transfer but yet again I heard nothing from you for 2 weeks and had to chase you yet again. But by this time we had missed the deadline!!! You also allured to the fact that the previous advice I received from your partner after my initial consultation to advise you of what I required, was incorrect and that he was not a professional adviser!!!!!!!

Excellent service I was kept up to date by all the team any questions I had were dealt with promptly I would highly recommend Advies wealth to friends and family

I was recommended Advies Wealth to deal with a DB pension that I wanted transferred. They dealt with everything in a very professional manner, going over the pro's and con's and kept me informed throughout the process.
I would happily recommend them to anyone considering moving their DB pension.

I researched and read so much about transferring pensions and knew it would be very difficult, but then my friend recommended Advies Wealth, they were so professional and listened to my reasons for transferring and made sure I understood all the pros and cons. They communicated well and kept be informed of how the transfer was processing all along the way.I am so glad I found them and would recommend them to everyone ! Thank you for excellent service.

From start to finish I found Advies wealth very quick and easy to deal with.
Replied to all correspondence in a timely manner.

Having trawled the market for IFA's able to facilitate my DB transfer. I was pleased to discover and deal with Advies Wealth, who were extremely professional, efficient and friendly.
The communications were excellent and thanks to Jemma, Steve & Kevin for their combined efforts
throughout the process.
Would definitely recommend this Company!

I have recently used Advies wealth for my defined benefit pension transfer.
The service was timely and excellent throughout with Phoebe keeping me fully informed of all options and recommendations
I would highly recommend them as a pension advice / transfer specialist

I found this service to be very good overall.
The process ran smoothly and if I did have any queries I was able to get a timely response to questions.
The cost for the service was lower than others I had quotes from.
I am happy to recommend Advise Wealth for pension transfer.

Good service. Staff easy to deal with. Reports and advice given is excellent.
Only complaint is I wish they had kept me more involved in the process and advised me on a regular basis where we were on my transfer.

After finding many DB transfer specialists would only advise on transfers if you were over a certain age it was good to find that Advies takes into account all of your financial circumstances. They were also fast and professional.

I have recently transferred my DB pension to Royal London SIPP using Advies wealth. They were very informative and accommodating to my requests and timescales. I would be happy to recommend them to anyone looking to do the same thing.

Finding a company /FA to complete the transfer of a small DB pension was proving a challenge, I found Advies Wealth and after a little research gave them a call, they were very professional in their approach and Phil explained the process, once the due diligence checks/forms were carried out a very detailed analysis was completed and the transfer process went ahead, the team were through but still managed to meet the deadline before my 3 month DB offer expired, following my first experience with this company I have now asked them to look at a second DB pension with a view to transferring this.
Yes the transfer cost can seem high but I found this to be better value in overall charges than others.
I wouldn’t hesitate to recommend Advies Wealth.

I recently got in touch with Advies wealth to assess and recommend if it was worthwhile carrying out a pension transfer from my deferred DB scheme into a Personal Pension Scheme. Advies wealth carried out a comprehensive risk report and assessed my attitude to risk to advise on the best approach. I highly recommended Advies wealth based on my experience from start to finish. The process was easy. Firstly getting in touch with Advies wealth, receiving information to pension transfer.

Advies were very efficient and professional throughout the process. They kept me in the loop throughout the entire process and my pension value was credited to my chosen investment company. Thank you Advies!

It was a very professional service. I was kept informed of progress regularly and received a prompt reply to any query I had.
The paperwork was clearly defined and the online videos were informative and independent giving a balanced viewpoint.
I would recommend Advies Wealth without hesitation.

Highly Recommended.
Advies helped me to transfer my various company pensions, that I had lost track off, into an alternative investment that suited my needs. At all stages they were easy to contact and very professional.

My pension transfer was made so easy for a complex situation