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At Three Rivers Wealth Management, we provide expert advice across retirement planning, investments, estate and inheritance tax strategies, protection, and corporate wealth management—helping you build financial security with confidence. We believe in putting our clients at the centre of the advice we provide, ensuring attention to detail and genuine support at every stage of your financial journey.
6 The Square, IP5 3SL, Ipswich, Royaume-Uni
4,1
5 avis
Aucun historique récent de demande d’avis
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I received exceptional service from Jake in consolidating all my old pensions into one new easily manageable plan.
The advice given was clear and very professional and all options were explained fully.
Jake was always available if I needed to ask anything and was great in dealing with a difficult situation regarding the transfer of one of my pensions.
I have no hesitation in highly recommending Three Rivers Wealth Management.
Calum has been brilliant. He has helped me to sort my pension allowing me to take the 25% lump sum and move the balance into drawdown so that I am able to access this as and when needed. He has always taken the time to explain everything involved including charges and fees involved. He even popped round to see us to fill in a pension form for my husband, I would highly recommend Calum at Three Rivers Wealth Management if you need any help with your pensions.
Réponse de Three Rivers Wealth Management
Thank you for taking the time to leave this review, Debra. We're delighted to hear we were able to help you with sorting your pension and drawdown needs. Popping round for additional help is the kind of personal touch that we aim for, and we look forward to working with you in the future.
Jake has been great at clearly explaining the various options available to my multiple old pensions. In my case these have been combined into one new pension which has reduced my combined charges and allows me to easily monitor the performance of my single pension. I would highly recommend Jake for any assistance relating to your pension queries (in fact I have passed Jake's business card to several of my friends and family members one of which will be contacting Three Rivers Wealth Management in the next couple of weeks)
Réponse de Three Rivers Wealth Management
Thank you for taking the time to leave a review, Richard. We're happy to hear you've got some real clarity over your pensions moving forward. That's the exact sort of outcome we look to achieve. Your recommendation is greatly appreciated, and we'll look out for your friends and family getting in touch.
Jake has been brilliant in dealing with some complex pension issues and furthermore, detailed investment options for us that have meant we're now in a position where we can make fact based decisions on our next steps. Would recommend 👌
Réponse de Three Rivers Wealth Management
Thank you for the lovely review, Gavin. We really appreciate you taking the time to share your experience. It was a pleasure helping you consolidate your healthy collection of pensions and investments. Looking forward to continuing to work with you both.
Brilliant service from Jake at Three Rivers. He took me through all the options I had regarding my pensions and most importantly made things simple. As a result I have a clear view of what retirement looks like for me in terms of finance.
Réponse de Three Rivers Wealth Management
Thank you for the kind review, Debbie. We really appreciate you taking the time to share your experience. It was a pleasure to help you with your retirement planning. We look forward to working with you.
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