Directwealthmanagement Reviews 21

TrustScore 3 out of 5

2.8

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Rated 1 out of 5 stars

Do not use,falsified my information, seeked legal advise,they settled out if court.my financial advisor has disappeared, no notification of this until I made a call and was advised he had disappea... See more

Rated 1 out of 5 stars

I was advised by this company to move my pension as they assured me their costs where lower and that they could invest in to grow quicker than my previous pension provider. 10 months later not on... See more

Rated 5 out of 5 stars

I rate this service 100% Excellent service my consultant was Marcus Cutts and he was very good at his job he was patient i would ask questions several times to make sure I understand at no point d... See more

Company replied

Rated 5 out of 5 stars

Direct wealth were thorough, quick n efficient. They left no stone unturned and I recommend their service 100% to anyone seeking there pension search.

Company replied

Company details

  1. Financial advisor
  2. Life Insurance Agency
  3. Pension office

Written by the company

Pension Advice and Financial planning


Contact info

2.8

Average

TrustScore 3 out of 5

21 reviews

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Rated 1 out of 5 stars

Review

Do not use,falsified my information, seeked legal advise,they settled out if court.my financial advisor has disappeared, no notification of this until I made a call and was advised he had disappeared and my money put in holding fund. Lost a lot of money through this company.
No to be told I'm paying £15 per month to another company the platform company. I have rang and ranked and left voice mail for someone to contact me no one ever does. Can't wait to get my money from whoever has it , then to be told need to get another financial advisor which incurs cost to myself. To get my retirement funds.
Wish i has stayed with Scottish widows who made me money not loose it,investing at hight risk, when I wanted low risk. Not a happy customer to say the least..

10 October 2024
Unprompted review
Rated 1 out of 5 stars

They don’t get back to you

They don’t get back to you. I gave them authority to contact all my pension providers 4 months ago. Not heard a thing. Asked for a call back . NOTHING! Avoid at all costs.

20 September 2022
Unprompted review
Rated 1 out of 5 stars

I was advised by this company to move…

I was advised by this company to move my pension as they assured me their costs where lower and that they could invest in to grow quicker than my previous pension provider. 10 months later not only is this pension doing a lot worse than my previous pension provider it has now lost 20% of its value when none of my other pensions have lost anywhere near this %.
I made a formal complaint as you can guess it was found they've done nothing wrong.

I will be moving my pension away from this company.

I have lodged a formal complaint with the Financial Ombudsman Service and leave them to deal with it.

5 December 2022
Unprompted review
Rated 5 out of 5 stars

Direct Wealth Management helped me find…

Direct Wealth Management helped me find a pension from 8 years ago! I was actually surprised it was even worth anything. Thank you, Guys! It will go a long way.

13 August 2022
Unprompted review
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Sam, glad we could help with all your pension information.

Rated 1 out of 5 stars

Pension

Been looking in to my pensions for last 2months told would get a call / email never herd back from them they have all my details etc and will not even answer an email and I’m now worried this could be a scam as can’t even email me back sorry but feel let down

6 April 2022
Unprompted review
Directwealthmanagement logo

Reply from Directwealthmanagement

Hello Mr Robertson, sorry you have been led to feel this way. This pension tracing is a free service and so we are extremely busy currently. We called on 30/03/2022 and emailed you on 23/02/2022 to say we would be in contact once all the pension information is received. We are still waiting for 2 of the pension providers to respond, so have not contacted you since. We will send another email today with an update, you can call anytime from 10am to 7pm. We are authorised and regulated by the Financial Conduct Authority (FCA ref: 765903) so there is no need for concern. Thank you, Direct Wealth Management.

Rated 5 out of 5 stars

I rate this service 100%

I rate this service 100%
Excellent service my consultant was Marcus Cutts and he was very good at his job he was patient i would ask questions several times to make sure I understand at no point did he get frustrated at me he explained thins very well I would recommend that people use this service

24 March 2022
Unprompted review
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Saida, glad we could help with all your pension information.

Rated 5 out of 5 stars

Very happy with your service

Very happy with your service.
Will deal with again.

15 January 2021
Unprompted review
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Mr Brooks. Glad we could find and clear up any confusion with your pensions. All the best, Marcus.

Rated 5 out of 5 stars

Very helpful

Very helpful. All my queries dealt with very quickly, always called back when promised

15 December 2020
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Wendy. Glad we could help with your pensions. Take care, Daniel.

Rated 5 out of 5 stars

The whole process was made very easy by…

The whole process was made very easy by knowledgeable people. It was broken down in language that my husband understood.

3 December 2020
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Mrs Lyon, happy we were able to help. All the best, Marcus.

Rated 5 out of 5 stars

Very helpful and friendly went the…

Very helpful and friendly went the extra mile and highly recommended

5 November 2020
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Joe. Happy to help, and now you know your pensions were already in the best place for you. Take care, Marcus

Rated 5 out of 5 stars

Highly Recommend

Thus far all representatives of Direct Wealth Management have approached my circumstances with professionalism of the highest order. Informative and diligent as well as respectful and helpful.
I would certainly recommend whatever your position and requirements.

4 November 2020
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Mr Johnson. I hope we can continue to service your requirements to this high level! Best regards, Marcus.

Rated 5 out of 5 stars

Direct wealth were thorough

Direct wealth were thorough, quick n efficient. They left no stone unturned and I recommend their service 100% to anyone seeking there pension search.

3 November 2020
Directwealthmanagement logo

Reply from Directwealthmanagement

Thank you Mr Salton. Glad we were able to help, all the best. Marcus

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