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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DB Transfer
Very poor communication from them throughout the period of the transfer. I had to chase up all communication between the parties.
Pension transfer
After been given the run around by previous financial advisors only to be told they couldn't help , I contacted Advies wealth who were very quick and professional and have sorted out my pension transfer. Wouldn't hesitate to recommend them.
Outstanding Service
Thank you for providing such an excellent service. The whole team have been outstanding from start to finish. The whole process has been slick, swift and painless. Great job!
I am finding it very difficult to get… correspondence or communication.
I am finding it very difficult to get any communication.
After my first attempt failed to come to anything-the original advisor had left the company, the person who took over advised me that they would obtain a new CETV (albeit at their expense) as the deadline had been missed.
Since then, I have had no correspondence whatsoever).
My experience has been brilliant so far…
My experience has been brilliant so far and Kersey Quinton has been absolutely fantastic 👏 😀
I'm just waiting to complete now, and the process has been fairly quick.
Well done guys..👈👌👏👏💞
So far my experience has been…
So far my experience has been absolutely fantastic.
This company has moved very rapidly for me so far and the last 2 Financial advisors, dragged it out and couldn't even help me in the end.
I'm still waiting for the outcome, so I will be sending another review real soon.
Well done guy's 👈🙏👌👏👏👏
Advies wealth provided the right…
Advies wealth provided the right information to ensure my concerns about funds transfer and potential fraud were addressed. I was able to independently vet who there were prior to any advice and any funds transfer. Their advice and guidance were appropriate for my needs especially given my not be resident in the UK. Explanations regarding options open to me, implications were made clear and easy to understand for a non-financial person so I could make the right decisions. The office team (I interracted mainly with Jemma) were professional, followed up proactively and were accessible. I would recommend Advies Wealth based on my personal experience with them for my pension investment decisions. Thank you Advies Wealth!
Advies Wealth and all staff…
Advies Wealth has helped us through some difficult times.Helped us transfer a pension so we could access the money.
Thank you Advies Wealth
Jemma is fab
I was loosing faith and hope in transferring a small pension. Jemma at Advies was fab in dealing with a very painful and disjointed operations at the old pension firm. She kept me informed and up to date at all times.
We got there in the end
Many thanks
Excellent experience
I was despairing at not being able to move a defined benefits scheme pension, which was no longer suitable for my requirements. Advies Wealth was a great discovery, very professional, thorough and reassuring, also extremely good at communicating throughout the process. My transfer has completed very smoothly and I couldn't be happier.
Very helpful and always very…
Very helpful and always very communicative.i would recommend this company to anyone . Thanks for all your help
I recently worked with Advies Wealth as…
I recently worked with Advies Wealth as I had a Defined Pension Plan that I wanted to transfer, (ever so complicated) and I couldn't be more pleased with the experience. From our first telephone conversation, they demonstrated a deep understanding of the pension system and explained my options clearly, without overwhelming me with jargon.
Throughout the process, Advies Wealth was incredibly responsive, always available to answer my questions and address my concerns. Their attention to detail ensured that all paperwork was completed accurately and submitted on time, (this was a major concern for me, as I received so many documents from the pension company I wanted to transfer from and didn't understand them 100%) making what could have been a stressful process smooth and efficient.
What impressed me most was their commitment to finding the best solution for my specific financial situation. They thoroughly analysed my current pension and potential transfer options, clearly outlining the pros and cons of each. This careful approach led to a transfer that not only simplified my retirement planning but also resulted in significant long-term savings.
Their professionalism, expertise, and genuine care for their clients' financial well-being make them an outstanding company to work with. I highly recommend Advies Wealth to anyone looking for expert assistance with pension transfers or other financial planning needs.
Pension transfer
Excellent service from start to finish Jemma kept me informed throughout the process
Advies helped me move my pension
I was told that I wouldn't be able to move my small government pension but Advies were able to look at all my financial circumstances to recommend a move to a more flexible product. It took some time, through no fault of Advies, but we got there in the end. Thanks to all the staff at Advies.
Avies Wealth don’t give up!
I stumbled across Avies wealth and am so grateful. They have been kind, patient and so professional sorting out a pension that I have been trying to cash out for over 5 years.
I am sure the pension companies in England hope you will give up or just die so they don’t have to pay you!
Aatif and Jemma have been on it relentlessly and have kept me informed and processing rheims of paper work my end.
I thoroughly recommend using these guys, they don’t give up!
I contacted Advies Wealt in regards to…
I contacted Advies Wealt in regards to transferring a pension to a retirement dmfund they were very good, contacting me promptly and doing an initial fact find and research to what my needs were. They then kept me up to date at every step of the way and were always available to answer any questions.
I can highly recommend them for any financial advice
Once I’d had a chat with Aatif the…
Once I’d had a chat with Aatif the whole procedure of getting my pension moved was very straightforward. I wanted to have control of my pension but my previous provider was having none of it. They kept saying that the drawdown pension was not an option for me. After speaking with Aatif I was impressed with his knowledge. I would certainly recommend Advies, although a little expensive, the advice was well worth it.
Great Service from Helpful Team
Prompt service and a diligent approach from the Advies Admin team in what could have been a traumatic and complicated process. They helped remove the stress from the situation and were helpful and ever available to assist me whenever I had a question or query.
These guys made the complicated both…
These guys made the complicated both simple and easy. Thank you Jemma, Aatif, Steve and the whole team who supported me through the journey to a better financial future. High recommended.
i used this company because although…
i used this company because although they were the most expensive in fees and require a down payment up front they seemed to have the ability to get the job done and the telephonist,s friendly.
there had been various issues over the months with delays and duplicate paperwork required it seems the various members of staff dont keep tabs on whats been done i took all this as par for the course in transferring . it came to the final transfer and it was done to company not discussed ,when questioned i was told they would move it to my choice afterwards as to get there payment from the company it had to go there first.i again had no problem with this . once they had been paid there full fee the service dips dramatically you are a piece of paperwork to be got rid of i am now left with the pension with a company i dont want it and emails basically saying its easy for you to transfer it yourself . so after paying £6000 for this service i now have to arrange this myself .would i recommend them ?not now.
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