About Advies Wealth Ltd

We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
Advies Wealth are a leading Pension Specialist and financial adviser. We have particular expertise and experience in dealing with the new choices that you have for your Final Salary/Defined Benefit pension.We are one of the UK’s leading (DB) Defined Benefit transfer specialists. This type of pension may also be known as a Final Salary Pension. We cover client requirements across the entire UK and our objective is to discuss within 72hrs of the initial request for advice.As your financial partner, we commit to staying focused on your needs throughout your time with us – no matter how they change.To achieve this, we spend time with you at the outset to make sure that we understand your priorities, and to discover what you are trying to achieve. We will also work with you to calculate your attitude to risk, so that we can set reasonable expectations, and jointly create a financial strategy.Our initial planning discussions will determine which of our products and services are most appropriate to you.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • :
  • Sharia finance

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