644 reviews | 6 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?
I had left a corporate role and went self employed so wanted to ensure I had a pension and adequate protection
How has Shaun helped you?
He’s helped me understand my finances so much more, make better decisions and have a clear goal for the future
Have you seen the outcome you were hoping for?
Yes
Review for Sumun Kanda
What could they have done better?
As I can delay with completing the advice given, it would be helpful to get more reminders to ensure I follow through with the advise given.
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement and required the need to look at pension planning
How has Sumun helped you?
Provided good pension advise as well as looking at an overall financial review. This then led to ensuring that areas that were not considered were looked at.
Have you seen the outcome you were hoping for?
I have seen the outcome of what I was hoping for.
Review for Shaun Ramazannezhad
What were the circumstances that caused you to initially look for a financial adviser?
Finding an intelligent advisor who gives objective and clear advice is like looking for a needle in a haystack. Fortunately, we found the right haystack.
How has Shaun helped you?
By listening and processing the information that was provided, our situation was presented in a new light. So, enabling better financial planning decisions.
Have you seen the outcome you were hoping for?
We are making progress!
Review for William Foster
What could they have done better?
Nothing, William was extremely clear, patient, accommodating and exceptionally professional.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to get my pension in order since becoming self employed.
How has William helped you?
He helped investigate what pensions I already have inlace from previous employment and advise what to do going forward.
Have you seen the outcome you were hoping for?
Yes, absolutely.
Review for Sumun Kanda
How has Sumun helped you since your last review?
Clear and concise understanding of my investments and choices available to. Matched my investment wishes by transferring to another fund within SJP offering a potential higher return and managed on a daily basis.
