124 reviews | 6 verified advisers

Selection of recent reviews. Read all reviews

Review for Garth Donnan

June 2022

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

I wasn't able to give my investments the time they deserved alongside my other commitments.

How has Garth helped you?

Helped my understanding of what I need to do in the short term in order to control my finances in the long term

Have you seen the outcome you were hoping for?

Too early to say! But so far the transition over to SJP has been smooth from my perspective

Review for Aryan Chopra

May 2022

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

pension and investment

How has Aryan helped you?

he is extremely knowledgeable on all financial matters and since our 1st meeting he has been a great support and taking care of every aspects of my investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

so far it has been all just fine

Review for Aryan Chopra

April 2022

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

I was selling my property and I was looking for advice on how I can use the money more wisely. I wanted to see whether I can retire comfortably from my pensions and other savings, and generate a regular stream of income.

How has Aryan helped you?

Aryan created a visual financial plan using a cash-flow model to highlight some gaps in my savings. Then he showed me ways on how to reach my retirement goal sooner with a monthly income. He also sorted out my Wills and trust.

Have you seen the outcome you were hoping for?

Yes, less headache from what I was doing before. Aryan and I have regular meetings once or twice a year to review things.

What could they have done better?

Nothing. Aryan is friendly, professional and easy to reach if I have any questions.

Review for Aryan Chopra

April 2022

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

An opportunity to grow wealth portfolio

How has Aryan helped you?

Introduction to St. James place and pensions scheme on long term investments with much assured returns.

Have you seen the outcome you were hoping for?

Not yet. As its a long term investment pension scheme. However the portfolio is certainly growing.

What could they have done better?

Nothing to be done.

Review for Aryan Chopra

April 2022

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

I'm a financial adviser myself from abroad and I have moved to UK recently so I was looking for an adviser who can help me navigate the banking and investment world in this country.

How has Aryan helped you?

I was impressed by Aryan's professionalism, patience and knowledge in the matter. He took his time to explain things in great depth

Have you seen the outcome you were hoping for?

Yes, Aryan has set me up on a financial plan for my assets in UK and abroad, including a private pension, which has been great help