107 reviews | 3 verified advisers
Review for Kanishk Swarup
What were the circumstances that caused you to initially look for a financial adviser?
Just trying to figure out how to manage my expenses in a more disciplined manner and thinking that expert advise would be much better than me trying to sort things out on my own
How has Kanishk helped you?
Kanishk helped me work through all my different pots of finances in various places, how to consolidate them and think about them holistically. Most importantly, being disciplined about letting money work for me rather than it sitting dormant.
Have you seen the outcome you were hoping for?
I have full faith that Kanishk has my best interest at heart and I happily follow the advise that he provides
Review for Kanishk Swarup
What were the circumstances that caused you to initially look for a financial adviser?
I wanted some clarity and guidance on how to better manage my finances, plan for the future, and make smarter investment decisions. I felt like I needed an expert to help me navigate it all.”
How has Kanishk helped you?
Kanishk has been fantastic. He really took the time to understand my goals and came up with clear, practical advice. He’s made financial planning feel so much less overwhelming and helped me feel more in control of my money.”
Have you seen the outcome you were hoping for?
Yes definitely.
Review for Kanishk Swarup
What could they have done better?
Contact more than ever 6 months
What were the circumstances that caused you to initially look for a financial adviser?
I had just got redundant & need advice on what my options were.
How has Kanishk helped you?
He explained what my options were & never to busy to explain things in plain English.
Have you seen the outcome you were hoping for?
Yes where happy with the outcome.
Review for Kanishk Swarup
What were the circumstances that caused you to initially look for a financial adviser?
My husband passed away and I needed support with my finances.
How has Kanishk helped you?
Kanishk Swarup has been instrumental in helping me navigate my financial goals with clarity and confidence. His tailored advice, deep understanding of financial markets, and proactive approach have provided me with a clear path to secure and grow myself and my husbands wealth and explains every step along the way, including investments and will writing.
Have you seen the outcome you were hoping for?
So far everything has been good!
Review for Kanishk Swarup
What were the circumstances that caused you to initially look for a financial adviser?
Get a second pair of eyes on my investments, insurance, protection, wills and finances.
How has Kanishk helped you?
He gives me an objective view of my investment situation and potential ideas. Very helpful around putting life insurance, connected me with a mortgage adviser and lawyer to get my will written.
Have you seen the outcome you were hoping for?
Yes, feel more peace of mind with life insurance in place and my will written
