I wasn't able to give my investments the time they deserved alongside my other commitments.
Helped my understanding of what I need to do in the short term in order to control my finances in the long term
Too early to say! But so far the transition over to SJP has been smooth from my perspective
pension and investment
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
so far it has been all just fine
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.
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.
Yes, less headache from what I was doing before. Aryan and I have regular meetings once or twice a year to review things.
Nothing. Aryan is friendly, professional and easy to reach if I have any questions.
An opportunity to grow wealth portfolio
Introduction to St. James place and pensions scheme on long term investments with much assured returns.
Not yet. As its a long term investment pension scheme. However the portfolio is certainly growing.
Nothing to be done.
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.
I was impressed by Aryan's professionalism, patience and knowledge in the matter. He took his time to explain things in great depth
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