Advies wealth レビュー 125

Absolutely brilliant experience with this company. Lots of stumbling blocks with the company that originally held my pension that was effortlessly overcome and great communication all the way to completing the transfer. I cannot thank them enough! I 110% recommend these to be used for any pension/wealth advice

Moving your retirement accounts while living overseas is no easy task, but Advies Wealth made the process seamless. They guided me through the various options and implications, enabling me to make an informed decision about my pension scheme transfer as an expat. 

What stood out was their transparency about the costs of the transfer, including the set and ongoing fees for the SIPP. I also appreciated the opportunity to consult with MoneyHelper, a service backed by the UK Government, which provided valuable independent guidance. 

Advies Wealth is recognized as one of the accredited pension transfer providers on MoneyHelper. My financial adviser from Advies Wealth was exceptionally thorough, keeping me informed at every stage of the lengthy process. Their attention to detail and consistent communication was highly appreciated.

Was recommended by a friend .It was a long time a lot of paper work and phone calls at first but was very helpful in helping me filling it out over the phone. Always helpful on phone .Had to go to office and meet the staff which were all Polite and nice .Got there in the end which wasn't the company's fault all to do with pensions

Very professional from start to finish would definitely recommend Advies Wealth to anyone looking to transfer their pension only wish I had know about them two years ago.

A special thank you to Jemma for all her help and excellent advice.

Absolutely amazing company. I’m sure everyone is wary of being scammed ( like we was ) during the process of moving a pension .
We have been through a long slog to get my pension moved so we can access it while we are still young ( ish ) . Currently on a 6 month jaunt around Asia ( spending the kid’s inheritance) and my pension has been moved today & I’ve been kept updated the whole time . It hasn’t been easy to do I’m sure but this company has made it seem seamless. From the first phone call we made ( which was scary ) ( scam alert ) I couldn’t have made it through this without the team . Big shout out to Jemma , who has answered emails immediately. This girl deserves a pay rise 😍

Excellent service from start to finish, wouldn't hesitate to recommend, thanks Jemma and the rest of the team.

Very helpful, professional, friendly, efficient. Made the whole complex and confusing process simple and speedy. Recommended

I am more than happy with all the advice I received from Advice Wealth.
They kept me updated all the way through and listened to what I needed. I would recommend them to anyone looking to combine there pension pots

Paul swaab

I am living in the US, was dealing with a Mercer wrt my UK pension plan for years, all in an effort to get access to my money. Mercer were terrible and literally stated I could not access my money due to fact they could not process any requests from me while I lived in the US. Advies Wealth, and specifically Aatif came to my rescue and sorted out in a few short months what Mercer said for years I could never do, and that was get me access to my money.

Worked for Royal London for 10 years in the 90s.
Willis Tower Watson had been appointed to administrate all the older RL staff pension schemes from years ago.
5/6 years ago started requesting Transfer values quotation updates from Willis tower to see how fund was growing at 3 month intervals .
3 years ago was diagnosed with prostrate cancer.This changed everything for me.
So decided to explore possibility of taking the TV on my RL defined benefit scheme .It had being doing very well 105k at best, up until the Russian/Ukraine war .As of NOV 21.
Then in March 2022 it had reduced to 87k as a Transfer value.
Found two known FAs to look at helping me transfer out .They both led me a merry dance as they never had the necessary permissions for such a complex pension transfer .Time wasted here sadly.

Then I heard of ADVIES WEALTH
Now initially I thought they were expensive at 5k costs.
Royal London recommended all staff members use and get their advice from their appointed Company Origen.

For years I had made RL and Willis Tower aware of my health situation .I declared I wanted to take the TV immediately for drawdown.

So crucially in June 2022 ,instead of using Advies wealth, I chose Origen FAs because I wouldn’t have to pay a fee .Massive mistake.
They stalled and delayed on the process for 3 months to finally advise me to stay in this RL pension scheme. I may add the Pension to me was going to be max 3500 a year at 60years which would not have made such a massive difference in my life.
Fast forward to Oct 22 and now the TV was 72k .Felt so angry and frustrated now.
I had important decision to make.

Now I decided to use the Company I should have used in the first place.
Advies Wealth were fantastic .Process was quick and I finally got the transfer to drawdown that I desired.
Aatif was great with communications and girls in office gave me the necessary assurance when I was doubting the process.
If I had used this Company earlier ,I could well have been 11k to 35k richer today .Make you weep.
Happy I finally made the correct choice and recommend them to anyone that may wish to do a complex pension transfer .
Don’t delay and make the same mistake I made .
Use Advies Wealth and get things done quickly

Long review but it’s worth a read .

Worked for Royal London for 10 years in the 90s.
Willis Tower Watson had been appointed to administrate all the older RL staff pension schemes from years ago.
5/6 years ago started requesting Transfer values quotation updates from Willis tower to see how fund was growing at 3 month intervals .
3 years ago was diagnosed with prostrate cancer.This changed everything for me.
So decided to explore possibility of taking the TV on my RL defined benefit scheme .It had being doing very well 105k at best, up until the Russian/Ukraine war .As of NOV 21.
Then in March 2022 it had reduced to 87k as a Transfer value.
Found two known FAs to look at helping me transfer out .They both led me a merry dance as they never had the necessary permissions for such a complex pension transfer .Time wasted here sadly.

Then I heard of ADVIES WEALTH
Now initially I thought they were expensive at 5k costs.
Royal London recommended all staff members use and get their advice from their appointed Company Origen.

Now for years I had made RL and Willis Tower aware of my health situation .I declared I wanted to take the TV immediately for drawdown.

So crucially in June 2022 ,instead of using Advies wealth, I chose Origen FAs because I wouldn’t have to pay a fee .Massive mistake.
They stalled and delayed on the process for 3 months to finally advise me to stay in this RL pension scheme. I may add the Pension to me was going to be max 3500 a year at 60years which would not have made such a massive difference in my life Fast forward to Oct and now the TV was 72k .Felt so angry and frustrated now.
I had important decision to make.

Now I decided to use the people, I should have used in the first place.
Advies Wealth were fantastic .Process was quick and I finally got the transfer to drawdown that I desired.
Aatif was great with communications and girls in office gave me the necessary assurance when I was doubting the process.
If I had used this Company earlier ,I could well have been 11k to 35k richer today .Make you weep
Happy I finally made the correct choice and recommend them to anyone that may wish to do a complex pension transfer .
Don’t delay and make the same mistake I made .
Use Advies Wealth and get things done quickly

Came across Advies Wealth by chance and they have been nothing short of superb dealing with my complicated pension arrangements. Communication was second to none and the whole team were/are extremely knowledgeable and friendly. I can't recommend them enough.

I had a Define Benefit Penson with a previous Employer which I wanted to Transfer and draw down against.

After speaking with a number of Pension Transfer company's Advies Wealth were one of few company's which could help / support me through this process.

After deciding on using Advies Wealth, they explained in detail the entire process including, fees, timescales and sent out all relevant documentation fully prepared for me to simply review and highlighted required fields with examples and where to sign.

All in, an Excellent Service, which I am currently using with ongoing support from their advisor for my next money draw down from my new Pension provider, recommend by Advies Wealth, hence my Five Star Rating.

Hi, using Advies since 2017.
Easy to contact with a personal service.
One to one yearly meetings and updates when requested>
Accessing funds and advice always prompt.

Dealing with Advies Wealth was so simple and easy. From the initial enquiry to the free consulation where everything was explained to me, what they would be doing for me and what I expected from them.
Fabulous service and I can now enjoy the benefits from my pensions which I couldnt have done without the guidance from Advies Wealth

Great service from Aatif and other staff. Explained the process, explained the process does take time which made it essy to not worry about anything. Any emails or calls were answered. Would definitely recommend Advies Wealth 5 stars

Check dates on all correspondence.

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.

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 👍

Excellent,a great service very good always answered my calls and emails quickly and professional thanks you