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レビュアーのコメントを見てみましょう

5つ星のうち5の評価

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... もっと見る

5つ星のうち5の評価

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 g... もっと見る

5つ星のうち5の評価

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 compli... もっと見る

5つ星のうち4の評価

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... もっと見る

企業が回答しました

企業情報

  1. ファイナンシャル プランナー

当該企業による記述

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.


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4.8

優良

TrustScore 5段階評価の5

125件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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5つ星のうち5の評価

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

2023年1月6日
自発的なレビュー
5つ星のうち5の評価

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

2023年1月19日
自発的なレビュー
5つ星のうち5の評価

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

2022年11月22日
自発的なレビュー
5つ星のうち5の評価

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.

2022年9月12日
自発的なレビュー
5つ星のうち5の評価

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.

2022年11月8日
自発的なレビュー
5つ星のうち5の評価

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

2022年8月19日
自発的なレビュー
5つ星のうち5の評価

Superb service

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

2022年8月11日
自発的なレビュー
5つ星のうち5の評価

I cant recommend Advies Wealth highly enough …

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.

2022年7月26日
自発的なレビュー
5つ星のうち5の評価

We were looking to take our defined…

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.

2022年7月12日
自発的なレビュー
5つ星のうち1の評価

Your response to my review is…

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!!!!!!!

2022年7月10日
自発的なレビュー

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