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... Toon meer
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Lees wat reviewers zeggen
I needed a chartered financial advisor to help me with my pension transfer and Advies Wealth were excellent on dealing with this promptly and efficiently. Highly recommended.
Many thanks to the team at Advies Wealth for transferring my DB pension to a different provider so that it could be accessed as and when I needed it. Friendly and professional and a fair pricing sche... Toon meer
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... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Geschreven door het bedrijf
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.
Contactgegevens
DBH5, Diss Business Park, IP22 4GT, Diss, Verenigd Koninkrijk
- +441379644884
- James.Channell@advieswealth.com
- advieswealth.com
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Pension transfer
I needed a chartered financial advisor to help me with my pension transfer and Advies Wealth were excellent on dealing with this promptly and efficiently. Highly recommended.
Transfer of DB pension.
Many thanks to the team at Advies Wealth for transferring my DB pension to a different provider so that it could be accessed as and when I needed it. Friendly and professional and a fair pricing scheme.
Very pleased.
Advies Wealth the best option
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 help. I tried lots of companies.
Advies got it released for me.
I am very grateful for their help with this matter.
Steve T.
Very friendly spoke to me so i knew…
Very friendly spoke to me so i knew exactly what's happening and got me exactly what I wanted brilliant service very professional
An amazing Team of people that did an amazing job.
I highly recommend Advies Wealth for anyone looking for financial guidance, in this case it was to do with Pension transfers, but their broad knowledge base far exceeds just pensions.
They were recommended to me by a friend, and their professionalism was immediately apparent.
The pension transfer process I found to be incredibly complicated, but they made it feel simple and straightforward. Their communication was amazing, their help with the mountains of paperwork was superb and when one particular company seemed to be dragging the process out, Advies Wealth never left it for long periods and were constantly requesting updates without me needing to prompt them, they would then notify me immediately of any updates.
All the questions I had were dealt with patience and understanding and I always felt that they genuinely cared about me, ensuring I was comfortable each step of the way and for my financial security.
An amazing Team of people that did an amazing job, and I would recommend them to anyone seeking financial advice.
I have enjoyed a friendly and efficient…
I have enjoyed a friendly and efficient service, open and transparent with good communication.
Thanks
FRIENDLY AND HELPFUL TEAM
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 gave me peace of mind .
Very professional from the outset
Very professional from the outset. My questions were answered quickly with full explanations and the process was very straightforward. Would recommend.
Ease of communication
Ease of communication. Excellent preliminary advice without having to pay for it. In depth breakdown of my options. Felt valued and in safe hands.
These guys are amazing
These guys are amazing. Just when I thought I wouldn't be able to find anyone to handle transferring my LGPS, they rode in on a white charger and saved my life! Worth every penny.
Professional and Courtesy throughout
Aatif and Advies were extremely professional and personable. Aatif walked me through the process in a very thorough and comprehensive manner. Thank you for your professionalism courtesy and friendly approach.
pension transfer
I had searched for a company that was prepared to handle my pension transfer and several weren't interested. Fortunately I discovered Advies and Aatif. Right from the initial contact, Aatif and Advies were extremely professional and personable. Aatif walked me through the process in a very thorough and comprehensive manner. All the costs, timelines and requirements were clearly spelled out. Transparency was excellent. As the transfer went through each stage of the process, the Advies team were very quick to respond and followed up on a regular basis. The whole process was stress free and the outcome was as expected.
First class service
I was a bit apprehensive about choosing a new company for financial advice. I needn’t have been worried because my concerns were very quickly addressed. Advies sorted out everything with ease and constant reassurances. I would highly recommend them.
Highly recommended
The team at Advies helped me with a particularly complicated transfer from a local authority pension to private pension, including a tax free draw down, which was following a pension sharing order. They were friendly and professional throughout, providing very clear information that explained all my options. Highly recommended!
Transferring out of a final salary pension scheme
I needed to transfer out of a small final salary pension - not my main corporate pension. I had shopped around and got the most professional, comprehensive and efficient response from the Advies team. They were friendly and supportive every step of the way and ensured that my transfer went through smoothly despite the tight deadline. There was always someone at the end of the phone whenever I had any questions or concerns so absolutely no hesitation in recommending the Advies team.
Advise wealth Thank you all
Thank you very much for all you have done for us. We could not be more pleased for everything. From the first phone call till the closure.
Your professionalism courtesy and friendly approach to our situation. Without your help don't know what we have done.
So to all the staff from Advise wealth a very big thank you.
Final Salary Pension Transfer
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 complicated but we finaly got there. Aatif and the Team were extremly professional and helpfull all the way through what was a very long process. I will recomend to friends and I look forward to continuing to working with them in the future.
I contacted Advies regarding Pension Transfer
I contacted Advies regarding transferring my LGPS to a private pension. Steve originally thought it might not be the best idea, which I thought was very professional of him.After I then explained what I wanted to do then he agreed he could help and it was all dealt with very smoothly. Even though it did take a while dealing with Local Government .
Advies recommended unreservedly
Advies were extremely helpful and guided me through a complicated process with patience and clarity. I would recommend them unreservedly!
Advies wealth Pensions
I first got in contact with Advies wealth 2024 and business concluded 2025. Very patient and friendly, helped someone who has no clue about money understand the best options to suit my situation. Everything was explained to me and additional educational videos were provided. They made me feel safe with my decision. Will recommend to friends.
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