Advies Wealth Group

Independent Financial Adviser  Dbh5 Diss Business Park, Leeds, West yorkshire, LS1 1NS
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FCA authorised
Last authorised 29th June 2020
No transfer- No fee. No charge for reports and client visits.
We can advise you on
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Pensions transfer
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SIPPs
Meet our advisers
Steve Jacobs
About us

We are one of the UK’s leading (DB) Defined Benefit transfer specialists. This type of pension may also be known as a Final Salary Pension. We cover client requirements across the entire UK and our objective is to meet with the potential client within 72hrs of the initial request for advice.
The meeting can be held in your home, office or any suitable venue of your choice.
We believe that the personal meeting can be most beneficial in ascertaining the needs and requirements of you the client. This also serves to give both parties the opportunity to have that all important face to face meeting offering a feeling of security and access to your advisor during the whole transaction.
Working alongside our compliance partners “Better Retirement Group Ltd” (BRGL) FCA No 153420 who operate a strong and resilient policy of customer satisfaction for our clients during the pension transfer process. This partnership also offers added comfort and security to the client knowing a ‘four-eye’ policy is carried out during every single transfer undertaken.
Advies Wealth and BRGL adhere to all the current FCA requirements and will be fully explicit with all fees if a transfer takes place.

Our services

Give your pension plans some thought.
You will not lose anything to request a personalised report on a possible Pension transfer. The advice will be accurate and in your best interests. If it’s not right, we will tell you and you will have lost nothing.

Advies Wealth has a fully staffed office that will be pleased to assist with any questions and subsequent requirements you may have during and after you pension transfer.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
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