We have been with Seagate Wealth Management for approximately 6 years and found all members of staff very professional and friendly, they always have your best interest and nothing is too much trouble always ready to help and advise you.
I have been a client of Seagate Wealth for a number of years and have generally found their advice to be sound. Initially, I dealt with agents working remotely and did not visit their Benijofar office. More recently I have had excellent meetings in the office, which I find preferable. Over the past year, all queries have been dealt with efficiently and I have no hesitation in recommending their services
From my very first enquiry with Robert Pearl to the conclusion of the set-up of my investment portfolio, I have found Seagate Wealth Management to be an extremely, professional, friendly and knowledgeable team to deal with. Robert explained the options open to me in a clear and detailed manner.Both Robert and Karen Palmer went the extra mile in helping to bring together the transfer of a number of pensions from the UK which took longer than was originally anticipated, although through no fault of theirs. Robert kept me well informed at every stage. Karen’s knowledge of the market and clear explanation of the investment options available to me gave me the security and comfort to make the right investment choices for my long term financial planning.
We were recommended to Seagate Wealth Management by a good friend whose judgement we trusted.Our first impressions were of a very professional business, and also extremely efficient. Karen Palmer became our adviser and nothing has been too much trouble. Her enthusiasm for our investments was infectious, however this did not overshadow her very calm, precise and easy to understand explanations about what was involved and how sometimes things will not go how you expect. So we signed up well informed, her openess and easy to understand communication skills are easily matched to her investment skills, clearly years of experience and knowledge have stood her in good stead. We would not hesitate to recommend them to others, which we have done.What we also like is that the Company locally showcases itself well, it does not offer gimmicks or tacky adverts, but quietly delivers, which is just what suits us.
I completed my pension transfer with Seagate 2 years ago. I can highly recommend them. I had pensions that I hadn’t even bothered about in 20 years and they were all recovered without much effort from me and what a pleasant surprise the surrender value was. Now all these mix and match funds are in one place and managed properly.
Just a quick note to thank you and your team for helping me when my husband died. Your advice, attention to detail and ongoing support is greatly appreciated. I have also recommended your services to many of my friends
I cannot thank the staff at Seagate enough for the help I was given in finding my UK pension. The service and professionalism was second to none. Not only did you find my pension that no other company could fine, but did it in only 3 hours. The whole process took less than 6 weeks from start to completion. I would strongly recommend Seagate to everyone
I have been dealing with Seagate for some time now. I am more than happy with the service that they have provided. Lorraine and Rob have always dealt with any queries I have both promptly and professionally. I would not hesitate to recommend Seagate to anyone looking for assistance with any of the many services that they provide.
I would like to say how satisfied and impressed I have been with my dealings with Seagate Wealth Management. In particular to pension specialist Robert Pearl and my adviser Karen Palmer who took all the stresses out of getting my finances in order in a very professional manner
I would like to thank Robert Pearl for his assistance with the transfer of my pension fund from the UK.He was very helpful and communicative in every way possible. I would thoroughly recommend Robert and Seagate Wealth to whoever would like to invest, and inform them of how safe and trustworthy they are!I would also like to thank Mark Harrison, who made me feel very secure when explaining my investment. He was a pleasure to do business with, very informative and helpful.Overall I had a feeling of satisfaction and pleasure when dealing with this company.