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

DB pension transfer

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.

20. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Very happy with the process.

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.

14. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Pension Transfer - Happy client

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.

13. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Advies were very efficient and…

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!

13. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

It was a very professional service

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.

13. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Highly Recommended.

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.

5. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Pension Review

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.

1. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Great service for defined benefit pension

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.

30. april 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Efficient pension transfer

I used Advies Wealth for a defined benefit pension plan transfer and was very satisfied with the service provided. They processed the transfer request very efficiently and made sure I was aware of the risks involved and how the process would work. They were also available to answer questions as they arose. Would recommend them.

24. april 2022
Uopfordret anmeldelse
Bedømt til 4 ud af 5 stjerner

Defined Benefit Pension Transfer

I was looking to transfer my defined benefit pension schemes into 1 location to give me access to my pension pot when I turn 55 and after extensive internet searches settled on Advies Wealth. Throughout the entire process they have been helpful producing all the relevant documentation and making it extremely easy for me to complete and sign. Always available to answer questions and as a result the transfer process has gone very smoothly.

The only reason for not giving 5 stars is I feel that at the start of the process it would have been nice to actually have some face time with the advisor either in person or through zoom, but having said that just doing it all via the phone has worked and overall I am very happy with how it has all gone.

23. april 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Pension transfer

I recently transferred my pension and found the advisors extremely helpful and professional, keeping me updated regularly on how the process was going

23. april 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Great pension advice, no hard sell.

Spoke to the very knowledgeable & helpful Gerry Barton at Advies Wealth today. Gerry provided me with clear & tailored information to help me make better decisions around my future pension arrangements. No hard sell or pressure. I would certainly recommend.

20. januar 2022
Uopfordret anmeldelse
Bedømt til 4 ud af 5 stjerner

Got the job done .

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 it's an extremely limited market but most importantly they got the job done .
Communications were very good and I must single out Jemma Lee in their Adim team she was brilliant.
It's a minefield trying to get your pension via drawdown , I put my trust in Advies Wealth and they delivered.

23. september 2021
Uopfordret anmeldelse
Advies wealth-logo

Besvarelse fra Advies wealth

Hi Scott,
Thank you for your positive review!
Best wishes,
The Advies Team

Bedømt til 4 ud af 5 stjerner

From the beginning to the end Advies…

From the beginning to the end Advies Wealth delivered on what they promised from the start. Whilst their services are not the cheapest they were honest from the start and did not waste my time. I had engaged advice before Advies Wealth to be told after much time consuming research and efforts on my part that my proposition was not doable. My pension transfers were declined without any reason. Clearly as a third attempt with another adviser I was anxious that my needs and requirements would not be met when I engaged with Advies Wealth. Advies Wealth understood my needs and delivered. I am a financial services ex adviser myself so understand the compliance and implications of transferring from DB schemes and the risks involved. However, transferring my pension funds was vital to me in my current circumstances. I would recommend this firm as they listen to their client needs and wants and at the same time help their client make an informed decision based on research analysis. Thanks to all the team at Advies Wealth! You have given me peace of mind. Thank you!

22. juli 2021
Uopfordret anmeldelse
Advies wealth-logo

Besvarelse fra Advies wealth

Thank you for your positive review Elizabeth!
Best wishes,
The Advies Team

Bedømt til 5 ud af 5 stjerner

From the very first contact with Advies…

From the very first contact with Advies Wealth all the way through the lengthy process of sorting my pension the whole team have been superb.
Every time I have rang or emailed my query was dealt with quickly and professionally.
Their advise has always been clear and accurate

19. maj 2021
Uopfordret anmeldelse
Advies wealth-logo

Besvarelse fra Advies wealth

Hi Greg,
Thank you for your positive review!
Best wishes,
The Advies Team

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