601 reviews | 7 verified advisers
Review for Shaun Ramazannezhad
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Felt it was time to start planning for the future enabling us to make the right choices now.
How has Shaun helped you?
Yes, Shaun has been a massive help and very informative
Have you seen the outcome you were hoping for?
We arr just at the beginning of our journey
Review for Shaun Ramazannezhad
What were the circumstances that caused you to initially look for a financial adviser?
Change of advisor
How has Shaun helped you?
Discussed aims
Have you seen the outcome you were hoping for?
Yes
Review for Charles Bailey
What were the circumstances that caused you to initially look for a financial adviser?
Moving from being employed to being self-employed, I needed assistance with my long term financial planning.
How has Charles helped you?
Charles has been exceptional with his communication and practical advice.
Have you seen the outcome you were hoping for?
Yes.
Review for Shaun Ramazannezhad
What could they have done better?
no changes Shaun is friendly and approachable I would feel comfortable discussing any changes, concerns or thoughts about finances
What were the circumstances that caused you to initially look for a financial adviser?
retirement planning investment opportunities future considerations
How has Shaun helped you?
clear and concise advice opportunities to consider
Have you seen the outcome you were hoping for?
yes
Review for Shaun Ramazannezhad
What could they have done better?
happy with decisions made would not make any changes
What were the circumstances that caused you to initially look for a financial adviser?
planning retirement and investment opportunities.
How has Shaun helped you?
clear guidance on options. well presented progress report considerations for future
Have you seen the outcome you were hoping for?
yes
