Financial institution

WEALTH at work 5 Temple Street, Liverpool L2 5RH

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0800 234 6880

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

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WEALTH at work Reviews


Steve Burridge

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


Dave Blackburn

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.


Bob Gale

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.


Diane Quinn

Dreadful customer service. Certainly put me off.

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