We’ve recently been dealing with Seagate Wealth Management to transfer our investments from the UK, and couldn’t be happier with the service. We told them what we wanted, and they explained our options in plain English without any pressure. The friendly team have made the process easy and straightforward, we would definitely recommend them.
I would just like to say how helpful the team at Seagate are. From ringing the door-bell some months ago to the present day, I can only say good things about you all. The time & support you have given me in explaining my options re investing my savings and now my pensions, has made what I thought would be a daunting process far from it.The whole team are welcoming and assist with any queries or need for reassurance, promptly and in a non-judgemental, reassuring manner. Thank you Seagate
We have been with Seagate Wealth Management for approximately 6 years and found all members of staff very professional and friendly, they always have your best interest and nothing is too much trouble always ready to help and advise you.
I completed my pension transfer with Seagate 2 years ago. I can highly recommend them. I had pensions that I hadn’t even bothered about in 20 years and they were all recovered without much effort from me and what a pleasant surprise the surrender value was. Now all these mix and match funds are in one place and managed properly.
Just a quick note to thank you and your team for helping me when my husband died. Your advice, attention to detail and ongoing support is greatly appreciated. I have also recommended your services to many of my friends
Thanks to Seagate for all their help, assistance and guidance over the past few years and we really appreciate that they did this without charge. Our investment was small but to us it was a significant sum and for us and Seagate´s help over the years without charge was much appreciated. Thankyou Seagate.
I would like to say how satisfied and impressed I have been with my dealings with Seagate Wealth Management. In particular to pension specialist Robert Pearl and my adviser Karen Palmer who took all the stresses out of getting my finances in order in a very professional manner
I have been dealing with Seagate for some time now. I am more than happy with the service that they have provided. Lorraine and Rob have always dealt with any queries I have both promptly and professionally. I would not hesitate to recommend Seagate to anyone looking for assistance with any of the many services that they provide.
I have been a client of Seagate Wealth for a number of years and have generally found their advice to be sound. Initially, I dealt with agents working remotely and did not visit their Benijofar office. More recently I have had excellent meetings in the office, which I find preferable. Over the past year, all queries have been dealt with efficiently and I have no hesitation in recommending their services
From my very first enquiry with Robert Pearl to the conclusion of the set-up of my investment portfolio, I have found Seagate Wealth Management to be an extremely, professional, friendly and knowledgeable team to deal with. Robert explained the options open to me in a clear and detailed manner.Both Robert and Karen Palmer went the extra mile in helping to bring together the transfer of a number of pensions from the UK which took longer than was originally anticipated, although through no fault of theirs. Robert kept me well informed at every stage. Karen’s knowledge of the market and clear explanation of the investment options available to me gave me the security and comfort to make the right investment choices for my long term financial planning.