657 reviews | 6 verified advisers
Review for Vikram Deb
What were the circumstances that caused you to initially look for a financial adviser?
We downsized and had a bit of money to invest
How has Vikram helped you?
He made us aware of our choices
Have you seen the outcome you were hoping for?
Yes we are very satisfied
Review for Shaun Ramazannezhad
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for a financial adviser to help us plan for retirement and make sure we were putting ourselves in the best possible position for when that time comes. We also needed guidance around life insurance, as we didn’t feel we were covered as well as we could be and wanted to ensure our family was properly protected.
How has Shaun helped you?
We’ve had a really positive experience working with Shaun. He’s helped both my husband and me with pension planning, including tracking down old pensions and bringing everything together in one place, which has made things so much clearer and easier to manage. Shaun took the time to explain all of our options, talked us through the pros and cons, and supported us in choosing the approach that felt right for us. He’s also been excellent at helping us choose the most suitable portfolios based on our attitude to risk and making sure our pension plans are on track so we can retire when we’re aiming to. He explains everything clearly and is always approachable and happy to answer questions. Shaun has also been incredibly helpful in guiding us through life insurance options, ensuring that me, my husband, and our children are well protected should the worst happen. He handled these sensitive topics with real kindness and care, always making us feel comfortable and at ease. Overall, his support and advice have been invaluable, and we feel much more confident about our financial future.
Have you seen the outcome you were hoping for?
yes
Review for Vikram Deb
What could they have done better?
Vikram has always helped me in the best way he can,
What were the circumstances that caused you to initially look for a financial adviser?
I needed to find a safe place for my funds and a reliable and trustworthy adviser. Vikram's and my paths crossed unexpectedly and I'm pleased to say I've never looked back.
How has Vikram helped you?
Vikram has been helpful and encouraging and listens to me. He knows my attitude to risk and advised accordingly. I'm more than happy to recommend him as a professional and trusted adviser.
Have you seen the outcome you were hoping for?
Yes , I have been very satisfied with outcomes, particularly this last year.
Review for Vikram Deb
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To get all my small pension plans together.
How has Vikram helped you?
Keeping me up to date with all actions taken on my behalf
Have you seen the outcome you were hoping for?
Yes more than happy
Review for Vikram Deb
What could they have done better?
Nothing. Vikram helps me understand my pension and answers any of my questions
What were the circumstances that caused you to initially look for a financial adviser?
Retirement from work , and pension advice
How has Vikram helped you?
Help me transferring my work pensions and helpful advice
Have you seen the outcome you were hoping for?
Yes
