240 reviews | 2 verified advisers
Review for Sanjay Badhan
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning to enable a future early retirement
How has Sanjay helped you?
Sanjay helps me to evaluate my finances, understand what my long and mid term goals are and chose the financial products that best suit my needs.
Have you seen the outcome you were hoping for?
I've been using Sanjay for a long time now and always have seen the outcomes I had hoped for.
Review for Sanjay Badhan
What could they have done better?
They have done a great job, considering the disruption caused by Covid. Communication and service has been excellent through the whole process.
What were the circumstances that caused you to initially look for a financial adviser?
I wished to retire early and needed to release funds from my company pension schemes, this is not possible without the participation of regulated financial advisors.
How has Sanjay helped you?
He assisted by reviewing my financial circumstances and those of my wife who also plans to retire in 2022. He provided information on investment companies that will help us achieve our financial goals and provided a detailed analysis of our financial future. The advice was honest, straightforward and transparent, giving us confidence that we are in a position enjoy our retirement.
Have you seen the outcome you were hoping for?
In that my pension pots have been released and invested, the answer is yes.
Review for Sanjay Badhan
What were the circumstances that caused you to initially look for a financial adviser?
Too many options
How has Sanjay helped you?
Clarified and simplified
Have you seen the outcome you were hoping for?
Yes
Review for Sanjay Badhan
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Have money to invest and need an income in retirement
How has Sanjay helped you?
Provided clear advice about investing my money. This was done at a pace to suit myself and everything was explained very well.
Have you seen the outcome you were hoping for?
Yes, the investments have performed better than expected and I am getting more income than I thought I would.
Review for Sanjay Badhan
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Redundancy and retirement coinciding at very short notice.
How has Sanjay helped you?
He only went and said the wife could retire too!!!! Life changing stuff.
Have you seen the outcome you were hoping for?
We're about 95% of the way there and we're delighted so far.
