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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No history of asking for reviews

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Rated 5 out of 5 stars

sorry I'm not good at reviews

sorry I'm not good at reviews but I will have a go. periscope got InTouch with me via mobile ,and as soon as he spoke for 30 seconds , I thought ,oh my pension, I wonder how that's doing ,In no time they gave me figures ,and arranged a meet up ,some 120 miles from their office, The Man that called was very knowledgeable ,and we shook on a deal . very good company ,I would recommend to anyone.

26 September 2018
Unprompted review
Rated 5 out of 5 stars

I came across Periscope Wealth while…

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 ease with the financial advice. Correspondence has been good throughout the process of moving my pension. I drew a 25% tax free lump sum from the pot and this was transferred within 8 weeks of initiating interest.

I can now also monitor any movement in the pension on-line, an option i'd never had.

Id gladly endorse Periscope Wealth

Robert

2 August 2018
Unprompted review
Rated 5 out of 5 stars

Pension assessment and investment.

I'm no expert in pensions and investments so the advice and guidance offered to me by Periscope wealth was much appreciated. They made everything seem so easy to understand and answered all my questions. Highly recommended.

Yours sincerely,
Mr H Walker

30 July 2018
Unprompted review
Rated 5 out of 5 stars

Great service!

Friendly, informative, and excellent services.

24 May 2018
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thank you for taking the time to review our services. We are delighted you were pleased with our service.

Rated 5 out of 5 stars

Looking good so far -

They make it as painless as possible - come across as very professional.

The proof is in the pudding though - lets see how they perform.

10 May 2018
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

The pressure is on Ken! Thank you for your great feedback and here is to hoping we continue to impress you.

Rated 5 out of 5 stars

I found Periscope very professional

I found Periscope very professional, polite and friendly, they also explained everything in a way I could understand.

20 March 2018
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thank you for taking the time to leave us such a positive review, we are delighted you had such a good experience with us...

Rated 5 out of 5 stars

No pressure selling

No pressure selling, product explained very well. It was a good experience.

7 March 2018
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks for your feedback Peter. Much appreciated.

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