We have been looked after by Seagate Wealth Management for a number of years, firstly by Mark Harrison.We were given very good advice and were happy with the dealings we had with Mark. As the business grew we were later transferred to Karen Palmer.We have been totally happy with all the advice given to us as well as the help with other matters.We would be happy to recommend the company to anyone who is thinking of making Investments and who needs help out here in Spain.
I would like to thank Robert Pearl for his assistance with the transfer of my pension fund from the UK.He was very helpful and communicative in every way possible. I would thoroughly recommend Robert and Seagate Wealth to whoever would like to invest, and inform them of how safe and trustworthy they are!I would also like to thank Mark Harrison, who made me feel very secure when explaining my investment. He was a pleasure to do business with, very informative and helpful.Overall I had a feeling of satisfaction and pleasure when dealing with this company.
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
We were recommended to Seagate Wealth Management by a good friend whose judgement we trusted.Our first impressions were of a very professional business, and also extremely efficient. Karen Palmer became our adviser and nothing has been too much trouble. Her enthusiasm for our investments was infectious, however this did not overshadow her very calm, precise and easy to understand explanations about what was involved and how sometimes things will not go how you expect. So we signed up well informed, her openess and easy to understand communication skills are easily matched to her investment skills, clearly years of experience and knowledge have stood her in good stead. We would not hesitate to recommend them to others, which we have done.What we also like is that the Company locally showcases itself well, it does not offer gimmicks or tacky adverts, but quietly delivers, which is just what suits us.
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
I cannot thank the staff at Seagate enough for the help I was given in finding my UK pension. The service and professionalism was second to none. Not only did you find my pension that no other company could fine, but did it in only 3 hours. The whole process took less than 6 weeks from start to completion. I would strongly recommend Seagate to everyone
Having dealt with Seagate Wealth Management for many years, my husband and I cannot express strongly enough how satisfied we are with the advice given and investments made through them. On entering their office in Benijofar we have been treated with respect and friendship from all the staff with a particular mention to Karen Palmer.
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 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.