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

Excellent service from Periscope…

Excellent service from Periscope Wealth. From the initial meeting to transferring my pension over the whole experience was efficient, smooth with absolutely no problems. Stuart answered any questions I had with confidence and explained any questions I had in great detail but in a way that is easily understood ( No financial jargon )

Highly recommend these guys

28 February 2018
Unprompted review
Rated 5 out of 5 stars

Excellent advice and service

Excellent advice and service - really pleased with customer service

22 January 2018
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks for taking the time to leave us such great feedback Karen!

Rated 5 out of 5 stars

wonderful experience

wonderful experience, staff very helpful,

19 January 2018
Unprompted review
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Reply from Periscope Wealth

Thanks Martin - we love "wonderful".

Rated 5 out of 5 stars

Great service

Great service, nice people, good advice. What more could you need.

4 January 2018
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks Iain. We agree, what more could anyone want!

Rated 5 out of 5 stars

Recommended

They were quick and helpful, sorted my insurance without hassle and even though it took a few telephone calls, they called when they promised and kept me fully up to date. Very good service.

27 November 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thank you for taking the time to review us. We know it can be frustrating to have to take more than one call so we do our best to streamline the process as much as possible when we do so we are pleased our approach works.

Rated 5 out of 5 stars

Pension transfer

All the staff that I spoke to were patient and friendly. The process was explained fully at every step very happy.. though I can’t say how my investment doing, only just started

15 November 2017
Unprompted review
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Reply from Periscope Wealth

Thank you for the review and your kind words. We will keep a careful eye on your investments, do not worry!

Rated 5 out of 5 stars

Very polite

Very polite. Not pushy. Very helpful.

14 November 2017
Unprompted review
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Reply from Periscope Wealth

Thank you for your kind words and for taking the time to review our services, it is very much appreciated.

Rated 5 out of 5 stars

Moving my pension made easy.

I had no problem moving my pension from my old provider to periscope wealth.from start to finish, it only took a couple of weeks to process. now i am getting updates within weeks from moving my pension.

7 November 2017
Unprompted review
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Reply from Periscope Wealth

Excellent news! We are so pleased we could help.

Rated 4 out of 5 stars

i was looking for my moderate pension …

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

24 October 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

We are indeed Siraz, we are indeed! Thanks for taking the time to review us.

Rated 5 out of 5 stars

No hassle

No hassle . Ran very smooth

10 October 2017
Unprompted review
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Reply from Periscope Wealth

Thank you very much for your review, we are pleased you found our service hassle free.

Rated 5 out of 5 stars

Very good all round experience with …

Very good all round experience with periscope wealth very smooth transaction made it look very easy. Top company to deal With!!

6 October 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks for taking the time to review our services, we are delighted you were happy with your experience with us.

Rated 5 out of 5 stars

Feedback for Periscope

Good information. Clear concise and well communicated.

28 September 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thank you for rating us 5 stars, we are delighted you were pleased with our service.

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