Advies wealth Anmeldelser 

136
•
TrustScore 4.5 ud af 5

4,7

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Se, hvad kunderne siger

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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. Ever... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Virksomhedsoplysninger

  1. Finansrådgiver

Skrevet af virksomheden

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.


Kontaktoplysninger

4,7

Fremragende

TrustScore 4.5 ud af 5

136 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

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4,7

Alle anmeldelser

(136)

25 anmeldelser inden for de sidste 12 måneder

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Bedømt til 5 ud af 5 stjerner

I am living in the US

I am living in the US, was dealing with a Mercer wrt my UK pension plan for years, all in an effort to get access to my money. Mercer were terrible and literally stated I could not access my money due to fact they could not process any requests from me while I lived in the US. Advies Wealth, and specifically Aatif came to my rescue and sorted out in a few short months what Mercer said for years I could never do, and that was get me access to my money.

13. oktober 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Long review but it’s worth a read .

Long review but it’s worth a read .

Worked for Royal London for 10 years in the 90s.
Willis Tower Watson had been appointed to administrate all the older RL staff pension schemes from years ago.
5/6 years ago started requesting Transfer values quotation updates from Willis tower to see how fund was growing at 3 month intervals .
3 years ago was diagnosed with prostrate cancer.This changed everything for me.
So decided to explore possibility of taking the TV on my RL defined benefit scheme .It had being doing very well 105k at best, up until the Russian/Ukraine war .As of NOV 21.
Then in March 2022 it had reduced to 87k as a Transfer value.
Found two known FAs to look at helping me transfer out .They both led me a merry dance as they never had the necessary permissions for such a complex pension transfer .Time wasted here sadly.

Then I heard of ADVIES WEALTH
Now initially I thought they were expensive at 5k costs.
Royal London recommended all staff members use and get their advice from their appointed Company Origen.

Now for years I had made RL and Willis Tower aware of my health situation .I declared I wanted to take the TV immediately for drawdown.

So crucially in June 2022 ,instead of using Advies wealth, I chose Origen FAs because I wouldn’t have to pay a fee .Massive mistake.
They stalled and delayed on the process for 3 months to finally advise me to stay in this RL pension scheme. I may add the Pension to me was going to be max 3500 a year at 60years which would not have made such a massive difference in my life Fast forward to Oct and now the TV was 72k .Felt so angry and frustrated now.
I had important decision to make.

Now I decided to use the people, I should have used in the first place.
Advies Wealth were fantastic .Process was quick and I finally got the transfer to drawdown that I desired.
Aatif was great with communications and girls in office gave me the necessary assurance when I was doubting the process.
If I had used this Company earlier ,I could well have been 11k to 35k richer today .Make you weep
Happy I finally made the correct choice and recommend them to anyone that may wish to do a complex pension transfer .
Don’t delay and make the same mistake I made .
Use Advies Wealth and get things done quickly

7. maj 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Superb Service

Came across Advies Wealth by chance and they have been nothing short of superb dealing with my complicated pension arrangements. Communication was second to none and the whole team were/are extremely knowledgeable and friendly. I can't recommend them enough.

31. august 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

OVERALL EXCELLENT SERVICE

I had a Define Benefit Penson with a previous Employer which I wanted to Transfer and draw down against.

After speaking with a number of Pension Transfer company's Advies Wealth were one of few company's which could help / support me through this process.

After deciding on using Advies Wealth, they explained in detail the entire process including, fees, timescales and sent out all relevant documentation fully prepared for me to simply review and highlighted required fields with examples and where to sign.

All in, an Excellent Service, which I am currently using with ongoing support from their advisor for my next money draw down from my new Pension provider, recommend by Advies Wealth, hence my Five Star Rating.

25. august 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Advies wealth

Hi, using Advies since 2017.
Easy to contact with a personal service.
One to one yearly meetings and updates when requested>
Accessing funds and advice always prompt.

23. august 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Pension Transfer

Dealing with Advies Wealth was so simple and easy. From the initial enquiry to the free consulation where everything was explained to me, what they would be doing for me and what I expected from them.
Fabulous service and I can now enjoy the benefits from my pensions which I couldnt have done without the guidance from Advies Wealth

26. maj 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Great service

Great service from Aatif and other staff. Explained the process, explained the process does take time which made it essy to not worry about anything. Any emails or calls were answered. Would definitely recommend Advies Wealth 5 stars

22. maj 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Great company to deal with excellent

Advies wealth helped me to move a final salary pension, the process was straight forward and I was kept up to date as it progressed. Aatif, Steve and all the team are very professional I would recommend this team highly.

2. februar 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Fantastic work ten out of ten

Fantastic work, they managed to transfer my pension from a difficult pension scheme to a much better and safer pension provider and get my tax free lump sum. They kept me informed of their progress on a weekly basis.
Great team very helpful and professional, highly recommended brilliant service.id recommended them to anyone 👍

5. februar 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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

6. januar 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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

19. januar 2023
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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

22. november 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

12. september 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

8. november 2022
Uopfordret anmeldelse

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