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.
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.
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 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 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
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.
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 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
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.