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レビュアヌのコメントを芋おみたしょう

5぀星のうち5の評䟡

I would just like to say what a pleasure it was to deal with this company I used them for advice on a pension transfer and from the first meeting to the last they were professional efficient and le... もっず芋る

5぀星のうち5の評䟡

Excellent and prompt communication. Clear instructions and step by step details of the process to transfer my pension to NZ. Comprehensive advice which was sent in a timely fashion. Friendly, professi... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

An excellent service. Kept me informed throughout and responded to queries. Took charge to make things straightforward but I always felt the decisions were mine.

䌁業が回答したした

5぀星のうち2の評䟡

Poor response to issues, not bad when you have their attention, but a struggle when you haven't

䌁業が回答したした

䌁業情報

  1. 幎金基金
  2. 保険代理店
  3. 投資サヌビス

さたざたな倖郚゜ヌスから提䟛された情報

We are a firm of fee-based, wholly Independent Financial Advisers. Established in 1987, we have been providing timely and valued financial planning advice to businesses and individuals across the North East and further afield for 30 years. As Independent Financial Advisers, we offer totally impartial advice within a transparent fee structure. You can be assured of our commitment to the highest standards of professional practice.


連絡先

4.6

優良

TrustScore 5段階評䟡の4.5

23件のレビュヌ

5぀星
4぀星
3぀星
2぀星
1぀星

この䌁業のTrustpilot 利甚方法

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5぀星のうち5の評䟡

Pension transfer advice

I would just like to say what a pleasure it was to deal with this company
I used them for advice on a pension transfer and from the first meeting to the last they were professional efficient and left me feeling comfortable that they where giving me best advice
I would not hesitate to use them again and would recommend them to any one looking for financial advice.

2019幎4月8日
自発的なレビュヌ
5぀星のうち5の評䟡

Excellent

Good service friendly staff easy to deal with

2017幎11月13日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you for your review Neil
Kind regards
Vicky Harrison

5぀星のうち5の評䟡

The overall service was excellent

The overall service was excellent , the report was comprehensive and my personal circumstance was understood and was reflected in te recommendation .

2017幎11月4日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you for your feedback
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

Fantastic people to deal with

Fantastic people to deal with - extremely professional.
I would not hesitate to recommend them.
Jacqueline Fisher - Morrison

2017幎11月1日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you for your review, lovely to hear you would recommend our services.
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

Always been very helpful to me

Always been very helpful to me. Explaining things so I could understand.

2017幎10月27日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you Sue!
Kind regards
Vicky Harrison
Director

5぀星のうち5の評䟡

This company has put my mind at ease 


This company has put my mind at ease for my future and would highly recommended them.

2017幎10月26日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you so much for your positive review.
Kind regards
Vicky Harrison
Director

5぀星のうち5の評䟡

Pension transfer

Very pleased with the service.

2017幎8月10日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thanks Wayne!
Kind regards
Vicky

5぀星のうち5の評䟡

Great service, great advice, smooth process

Excellent and prompt communication. Clear instructions and step by step details of the process to transfer my pension to NZ. Comprehensive advice which was sent in a timely fashion. Friendly, professional advice which was tailored to my needs. Very smooth process - my NZ advisor was equally impressed. Also excellent value for money compared to other advisors. Would definitely recommend!

2017幎7月20日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you for your lovely review Melanie! So glad we met your expectations.
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

An excellent service

An excellent service. Kept me informed throughout and responded to queries. Took charge to make things straightforward but I always felt the decisions were mine.

2017幎7月12日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you so much for taking the time to leave a review Carol!
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

Only just strating out the path with 


Only just starting out the path with Prismatic but so far no issues & all is good

2017幎7月12日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank your for the review Dave!
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

Impressive and reassuring

Over many years we have enjoyed what has been a very good relationship with Prismatic (and it's previous iterations). Their thorough approach to everything has been extremely impressive.

2017幎4月11日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you for your feedback Nigel!
Kind regards
Vicky

5぀星のうち5の評䟡

pensions

Gillian and her staff were excellent from the first meeting always kept me upto date with my pension transfer.
Iwould reccomend prismaticwealth for any finanical advice.

2017幎4月11日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you so much for taking the time to leave a review.
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

Pensions Advice

Received excellent pensions advice and help from Gillian. Would highly recommend Prismatic and would certainly use their services again if needed.

2017幎4月8日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Many thanks for taking the time to leave a review.
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

Pensions advice

Great help with my pensions, good advice and easy to understand

2017幎4月5日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Many thanks for your positive response Stephen.
Kind regards
Vicky Harrison, Director

5぀星のうち2の評䟡

Poor response to issues

Poor response to issues, not bad when you have their attention, but a struggle when you haven't

2017幎4月5日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Dear Mr Higgins
I'm sorry you are disappointed with the service you have received. As you know we do not receive a fee from you for the vast amount of work we have completed on your behalf and any work we carry out on your behalf is at our cost. I am disappointed that your comments have not taken this into consideration, given the complexity of work involved and the reluctance to pay advice fees.
Kind regards
Vicky Harrison, Director

5぀星のうち5の評䟡

I receive excellent advice from 


I receive excellent advice from Prismatic. I would have no hesitation recommending Prismatic to anyone.

2017幎3月31日
自発的なレビュヌ
Prismatic Wealth ロゎ

Prismatic Wealth からの回答

Thank you for taking the time to leave a review Alison,
Kind regards
Vicky Harrison, Director

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