668 reviews | 6 verified advisers

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Review for Shaun Ramazannezhad

April 2026

What could they have done better?

I think, so far he has nailed everything on the button.

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

Myself and my business partner where looking at ways to plan for the future when we are longer in the tooth. Shaun met James, he was very impressed and we haven't looked back.

How has Shaun helped you?

Broke down financial planning to make it simple and easy. Took time to explain processes and why he does what he does with my money. He has given me the security as well knowing someone I trust is making my money work.

Have you seen the outcome you were hoping for?

Indeed! My fund is increasing.

Review for Shaun Ramazannezhad

April 2026

What could they have done better?

Nothing, has helped me very well.

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

Approaching retirement

How has Shaun helped you?

Facilitated transfer of several small pension pots into an investment plan.

Have you seen the outcome you were hoping for?

Has exceeded my expectations.

Review for Shaun Ramazannezhad

March 2026

What could they have done better?

I don't know.

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

I needed advice regarding my retirement

How has Shaun helped you?

He put together a number of packages and advised me about the risks in investments. We had a number of meetings to review the options before I decided which portfolio to adopt.

Have you seen the outcome you were hoping for?

My investments have grown since.

Review for Shaun Ramazannezhad

March 2026

What could they have done better?

Honestly, nothing I can think of. Shaun has been consistently patient, clear and responsive. He always takes time to explain things properly and I have felt very well supported throughout.

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

I had several pension pots scattered across different providers, some quite old and difficult to track. I wanted clear advice on how best to manage them and what options I had for improving my long‑term position. I needed someone who could look at the whole picture and guide me properly.

How has Shaun helped you?

Shaun took time to understand my situation fully and listened carefully before giving any recommendations. He explained the different options in a clear and patient way, and helped me consolidate my pensions into one place with a better yield and improved visibility. His approach has always been thoughtful, steady and supportive.

Have you seen the outcome you were hoping for?

Yes, absolutely. My pensions are now easier to monitor and make far more sense as a single, well‑managed plan. I feel much more confident about where everything sits and the future growth looks stronger than before. The whole process has been reassuring and has given me real peace of mind.

Review for Shaun Ramazannezhad

March 2026

What could they have done better?

I can’t tjinkof anything at this time.

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

I wanted to maximise my pension pot through growth.

How has Shaun helped you?

Clear explanation of how my investments will work, Shaun has a way of breaking down the discussion into small chunks and explaining them in a way that makes it easy to understand.

Have you seen the outcome you were hoping for?

Yes, so far.