361 reviews | 23 verified advisers

Selection of recent reviews. Read all reviews

Review for Praful Mistry

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

Company pension scheme and pending retirement.

How has Praful helped you?

Praful demonstrated that retirement was possible with clear forecasting. Praful makes the client feel at ease and is personable. His attention to detail is excellent with no stone unturned.

Have you seen the outcome you were hoping for?

Yes, however I appreciate there is always risk with our investment

What could they have done better?

No complaints

Review for Kai Ansari

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

I was seeking Income Protection and Life Insurance.

How has Kai helped you?

Kal and I had a detailed discussion of my present circumstances and future goals. Following that, Kai helped me select a suitable Insurance provider.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

NA

Review for Matthew Testa

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

N/a

How has Matthew helped you?

Ongoing advice and support regarding pensions

Have you seen the outcome you were hoping for?

Yes

Review for Praful Mistry

May 2024

What were the circumstances that caused you to initially look for a financial adviser?

My previous company employed the services of Cullen

How has Praful helped you?

Praful has helped me make pension and financial planning decisions, more importantly helped me focus on my financial future

Have you seen the outcome you were hoping for?

Yes, I understand and have a say in how my finances are invested

What could they have done better?

Nothing

Review for Praful Mistry

May 2024

What were the circumstances that caused you to initially look for a financial adviser?

Company pension scheme was administered by Cullen Wealth

How has Praful helped you?

With clear and concise explanations of the rules and regulations around financial planning. This gives you a clear understanding of the actions you need to take that are best for you. Being able to trust your adviser is key to an ongoing financial relationship.

Have you seen the outcome you were hoping for?

In the main yes.

What could they have done better?

Everything to date has been comprehensively delivered.