607 reviews | 6 verified advisers
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?
I needed advise and guidance on my pensions and felt that my current provider was not giving me what I required.
How has Vikram helped you?
From the outset, he has offered me clear, insightful advice that has proven invaluable in guiding my investment decisions. His expertise is evident not only in the recommendations he makes but also in the impressive performance of my investment portfolio, which has exceeded my expectations.
Have you seen the outcome you were hoping for?
Trustworthiness is paramount when choosing a financial advisor, and he has consistently demonstrated that he truly knows what he is talking about. His professionalism shines through in everything he does, from our initial meetings to ongoing portfolio management.
Review for Kieran Woods
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I had reached a stage where I did not have the necessary knowledge and expertise to manage my financial affairs optimally and Kieran was recommended to me by two friends who were existing clients.
How has Kieran helped you?
Kieran has helped me spread the risk of my investments across a broad range of products which best suit my retirement and inheritance planning. He has also helped my significantly when a significant portion of my financial assets were fraudulently disposed of (completely unconnected to Kieran or SJPP). He is always prepared to help and go the extra mile. This, together with his considerable technical financial expertise, has been invaluable.
Have you seen the outcome you were hoping for?
Absolutely. I feel confident that my financial affairs are being managed optimally and feel more in control of them, due to Kieran's coaching and knowledge transfer to me. I was able to achieve the reinstatement of the fraudulently disposed assets, in no small way, due to Kieran's insightful advice as well as his personal support, at a time of significant uncertainty and anxiety for me.
Review for Shaun Ramazannezhad
What could they have done better?
Do not have enough knowledge to comment
What were the circumstances that caused you to initially look for a financial adviser?
I had a lump sum to invest following a move to a smaller property
How has Shaun helped you?
He has guided me through the process advising differences in risk
Have you seen the outcome you were hoping for?
It would certainly appear so
Review for Vikram Deb
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Poor access to my current pension
How has Vikram helped you?
Explained exactly how it works
Have you seen the outcome you were hoping for?
Yes
Review for Shaun Ramazannezhad
What could they have done better?
Nothing. We have found Shaun to be extremely professional, personable and knowledgeable. We would highly recommend him to others.
What were the circumstances that caused you to initially look for a financial adviser?
Our circumstances had significantly changed since we had last taken financial advice, and we were aware that we did not know if we had the correct financial insurance/protection in place.
How has Shaun helped you?
Shaun has taken the time to meet with us over several appointments to ensure he has a full overview of our family financial situation, our goals and priorities. This has enabled us to understand our longer term financial picture and what safeguards are recommended currently in the form of insurance/protection. He has also helped us understand our pensions and the options available to us.
Have you seen the outcome you were hoping for?
Yes, we are much better informed and have had the information and options presented to us in an accessible and knowedgeable manner. We have been very impressed with the service Shaun has provided.
