660 reviews | 6 verified advisers
Review for Vikram Deb
What could they have done better?
I have not identified any areas for improvement. Communication has been clear and timely, and advice has been well explained and documented.
What were the circumstances that caused you to initially look for a financial adviser?
Around 2020 I wanted a clearer long-term plan for my retirement and needed professional advice on how best to structure my pensions. I also had US pension arrangements, which added complexity, and I wanted guidance from someone who could help me understand the tax and planning implications properly. I was looking for structured, regulated advice rather than trying to make decisions on my own.
How has Vikram helped you?
Vikram has helped me structure my pensions with a clear long-term plan. He explained my options in plain English and ensured I understood the tax implications before making decisions. He advised me on taking a tax-free lump sum at the right time, which allowed me to fund home improvements without creating unnecessary tax issues. He has also provided guidance on my US pension arrangements, helping me understand the cross-border considerations and how they fit into my overall retirement plan.
Have you seen the outcome you were hoping for?
Yes. I now have a clearer, structured retirement plan and confidence that my pensions are aligned with my long-term goals. The tax-free lump sum was handled appropriately and at the right time, and I feel better informed about my US pension position. I value having an ongoing relationship where I can review and adjust plans as circumstances change.
Review for Shaun Ramazannezhad
What were the circumstances that caused you to initially look for a financial adviser?
Wanted to look at investments
How has Shaun helped you?
Pension planning
Have you seen the outcome you were hoping for?
absolutely
Review for Shaun Ramazannezhad
What could they have done better?
Nothing to say at the moment
What were the circumstances that caused you to initially look for a financial adviser?
Advised to by my Building Society
How has Shaun helped you?
Given in-depth advice
Have you seen the outcome you were hoping for?
Yes
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
