680 reviews | 6 verified advisers
Good performance of investments and ongoing advice.
N/A
Wanting to set up an investment plan to make better use of my money
Been very helpful in advising and making the plan simple and easy to initiate
Yes so far
Everything was perfect
I had 3 private pensions with different companies,
Sumun was so helpful to help me to put all pensions into one pot
Yes. Sumun was so helpful and understanding.
Give advice on equity release
In my case nothing!
I needed urgent remortgage advice. Sumun was recommended by someone I trust.
Sumun helped me navigate the process for beginning to the finish line. She was very professional, her attention to detail left no room for doubt; and she was very patient
I got more than I expected!