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Financial institution

WEALTH at work 5 Temple Street, Liverpool L2 5RH

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3.4
Closed
Tuesday9AM–6PM

0800 234 6880

http://www.wealthatwork.co.uk/

5, Temple Square, Temple St, Liverpool L2 5RH, United Kingdom

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WEALTH at work Reviews

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Steve Burridge
1.0

Absolutely shocking!We invested £20,000 into my wife’s ISA which they invested it into mine by mistake.Their blasé attitude towards THEIR mistake was appalling, stating that we had a joint account so it didn't matter! (We didn't have a joint account and it did matter)After constant phone calls to them, it took nearly 5 months to transfer the money out....... plus they managed to make a loss despite the financial market doing well.Still awaiting a response after complaining.Wouldn't touch them with a barge poleOnly gave 1 star as it would let me give it zero

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Dave Blackburn
5.0

I have used their services before and since retiring. I have been very pleased with the returns and when withdrawing funds customer service has been spot on. The advisors have been particularly helpful.

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Bob Gale
1.0

There appears to be some good people there but a largely rude and unprofessional organisation with not the best rep. Investments have severely dipped before the pandemic after transferring from SJ, the charges & fees are shocking and I have already taken steps to move away from this very unprofessional firm.

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Diane Quinn
1.0

Dreadful customer service. Certainly put me off.

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