671 reviews | 6 verified advisers
Review for Shaun Ramazannezhad
What were the circumstances that caused you to initially look for a financial adviser?
I had been self employed for a few years and never got round to setting up my pension
How has Shaun helped you?
Shaun has a very calm and patient manner and no question is ever too silly. He is incredibly knowledgeable and was able to explain a whole range of different options for me. Eventually we settled on something that works for me and my set of life circumstances.
Have you seen the outcome you were hoping for?
Absolutely. I feel confident in the decisions I've made, with Shaun's support and guidance.
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?
Retired and wanted the correct advice
How has Shaun helped you?
Keeping us updated on pension plan ,explained clearly options.
Have you seen the outcome you were hoping for?
Yes
Review for William Foster
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
My husband and I both wanted some pension and investment advice.
How has William helped you?
William has been such an easy person to work with - so competent and on top of the material. His manner has been totally relaxed but utterly professional, and we feel in very good hands.
Have you seen the outcome you were hoping for?
So far, so good!
Review for Shaun Ramazannezhad
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
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.
