I would just like to say what a pleasure it was to deal with this company I used them for advice on a pension transfer and from the first meeting to the last they were professional efficient and le... See more
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Excellent and prompt communication. Clear instructions and step by step details of the process to transfer my pension to NZ. Comprehensive advice which was sent in a timely fashion. Friendly, professi... See more
Company replied
An excellent service. Kept me informed throughout and responded to queries. Took charge to make things straightforward but I always felt the decisions were mine.
Company replied
Poor response to issues, not bad when you have their attention, but a struggle when you haven't
Company replied
Company details
Information provided by various external sources
We are a firm of fee-based, wholly Independent Financial Advisers. Established in 1987, we have been providing timely and valued financial planning advice to businesses and individuals across the North East and further afield for 30 years. As Independent Financial Advisers, we offer totally impartial advice within a transparent fee structure. You can be assured of our commitment to the highest standards of professional practice.
Contact info
Ground Floor, Victoria House, TS17 6PT, Stockton on Tees, United Kingdom
- 01642 661600
- enquiries@prismaticwealth.co.uk
- prismaticwealth.co.uk
4.6
Excellent
23 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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Definitely recommend Graham and team.
29 March 2017
Unprompted review
Reply from Prismatic Wealth
Thank you for taking the time to submit a review, we really appreciate it.
Kind regards
Vicky Harrison, Director
Wouldn't hesitate in recommending
Friendly approachable people from reception to the boss. Explain things clearly and at your pace.
29 March 2017
Unprompted review
Reply from Prismatic Wealth
Thank you for your review. Lovely to hear that all of our staff are playing their part in delivering great customer service.
Kind regards
Vicky Harrison, Director
First class service friendly and …
First class service friendly and efficient
29 March 2017
Unprompted review
Reply from Prismatic Wealth
Thank you so much for our first review!
Kind regards
Vicky Harrison, Director
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