Periscope Wealth Reviews 68

TrustScore 4.5 out of 5

4.3

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

See what reviewers are saying

Rated 4 out of 5 stars

Recently decided to review my financial situation and used Persicope Wealth. The staff are really friendly and easy to get hold of and made everything easy to understand. I was kept informed at each s... See more

Rated 4 out of 5 stars

There's a fair amount of jargon I don't understand in the quarterly reports but I can see a clear return on my pension so all good really!

Rated 5 out of 5 stars

I came across Periscope Wealth while on-line enquiring about my pension, although a bit apprehensive, i sent mail showing interest. both Martin and Stewart were very pleasant and made me feel at... See more

Rated 4 out of 5 stars

i was looking for my moderate pension pot to work harder for me, Periscope seem to be the guys and girls to do this !!

Company replied

Company details

  1. Money & Insurance

Information provided by various external sources

We are Periscope Wealth, a financial services and wealth management provider offering holistic financial and investment advice across Pensions, ISAs, Equity Release and Insurance products.


Contact info

4.3

Excellent

TrustScore 4.5 out of 5

68 reviews

5-star
4-star
3-star
2-star
1-star

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Very professional

They are helpful, and seem to know what they are talking about, and are ready to answer any questions you may have, I found them very professional, and would recommend them.

September 26, 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thank you for rating us 5 stars, we are delighted you were pleased with our service.

Rated 5 out of 5 stars

I got referred to Periscope by my …

I got referred to Periscope by my accountant, the service they provided was excellent. I got a full pension review free of charge and they showed me some good options to increase returns. Interestingly they also identified an investment that I made where I may be due some compensation, I wasn't even aware that it had lost money!

Life Insurance quote was also very competitive and I will be revisiting when my renewal comes around.

September 22, 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks for taking the time to review our services. We are delighted to have been able to help you.

Rated 5 out of 5 stars

Very helpful and clear advise put in …

Very helpful and clear advise put in away that's easy to understand.
quickly implanted changeover.

September 20, 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Glad we could help you, David. Thank you for leaving us a review and letting us know we did a good job.

Rated 5 out of 5 stars

Very helpful and very friendly

Very helpful and very friendly. Excellent service. Glad I used them.

September 18, 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks for your review. We are delighted you are pleased with our service.

Rated 5 out of 5 stars

I recommend Periscope wealth

Periscope did an excellent hunt for my pensions and returned an honest report with good news for me. Thank you all for your hard work
John smyth

September 9, 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thank you John - we are really pleased that you were delighted with our service and took the time to leave us a Trust Pilot review, we really do appreciate it.

Rated 5 out of 5 stars

I recently took out life insurance with …

I recently took out life insurance with these. The call handler was knowledgeable and got me a great product at a good price. He really knew the products well and could answer all my questions.

September 4, 2017
Unprompted review
Periscope Wealth logo

Reply from Periscope Wealth

Thanks for taking the time to review your experiences with us, we are delighted you are delighted.

Rated 4 out of 5 stars

Recently decided to review my financial …

Recently decided to review my financial situation and used Persicope Wealth. The staff are really friendly and easy to get hold of and made everything easy to understand. I was kept informed at each stage of the process. As it happens I was informed that my pension was performing well and therefore should not move it. There was no hard sell just honest advice. Would recommend to others and will ask them to review my pension again in the future.

September 4, 2017
Unprompted review

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look