Advies wealth レビュー 125

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

Advies provided me with a detailed explanation of how the process would work, including information I could expect to receive and the timeframe. I did receive all the information expected in a format I could understand and anything I was unclear about was quickly responded to.

Advies Wealth made the whole pension transfer process straightforward and hassle free. I was kept informed throughout with any questions quickly answered. I would recommend their service.

I had a great experience transferring out of my defined benefit pension. They were very thorough and helpful. The team were always at hand and kept me updated throughout the process. Special thanks to Phoebe who was always available to answer any questions. Would highly recommend using them.

Great service. Pulled out all of the stops to meet a tight deadline and complete on the pension product.
Good communication and quick to respond.
Would recommend.