Periscope Wealth Reviews 68

TrustScore 4.5 out of 5

4.3

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Rated 4 out of 5 stars

Recently decided to review my financial situation and used Persicope Wealth. The staff are really friendly and easy to get hold of and made everything easy to understand. I was kept informed at each s... See more

Rated 4 out of 5 stars

There's a fair amount of jargon I don't understand in the quarterly reports but I can see a clear return on my pension so all good really!

Rated 5 out of 5 stars

I came across Periscope Wealth while on-line enquiring about my pension, although a bit apprehensive, i sent mail showing interest. both Martin and Stewart were very pleasant and made me feel at... See more

Rated 4 out of 5 stars

i was looking for my moderate pension pot to work harder for me, Periscope seem to be the guys and girls to do this !!

Company replied

Company details

  1. Money & Insurance

Information provided by various external sources

We are Periscope Wealth, a financial services and wealth management provider offering holistic financial and investment advice across Pensions, ISAs, Equity Release and Insurance products.


Contact info

4.3

Excellent

TrustScore 4.5 out of 5

68 reviews

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Rated 5 out of 5 stars

I really cant find any fault with the…

I really cant find any fault with the guys who helped me with my pensions and getting them all in to one place.
The advice and support I received is second to none and I would urge anyone that is thinking of using them to go ahead and do it

21 February 2020
Unprompted review
Rated 5 out of 5 stars

Clear and Efficient Service

Following a relaxed meeting with the advisor Stuart, he looked at my various accounts and I was shown an illustration of my current situation. Areas that were underperforming with my current savings and pension company, then given clear options.
Happy to say that almost a year in and I can see significant increases very much above what I could expect from leaving my money where it was. Thank you.

15 February 2020
Unprompted review
Rated 5 out of 5 stars

I was visited at home on two occasions…

I was visited at home on two occasions and also seen at work. A considerable amount of time was spent with me in analysing my position and explaining options. A very thorough job in a professional and friendly manner.

29 January 2019
Unprompted review

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