685 reviews | 6 verified advisers
Review for Shaun Ramazannezhad
How has Shaun helped you since your last review?
The annual review is great, that face to face meeting makes you concentrate and look to the future with advice and guidance from Shaun. He always follows up with the promised documentation to read prior to making the next step. Having the ability to seek advice upon request is very important.
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?
Turned 50 and thinking about retirement
How has William helped you?
Gave us a clear understanding of what we have and how to achieve what we want
Have you seen the outcome you were hoping for?
So far so good
Review for William Foster
What could they have done better?
Could not see he could be anymore helpful or clear
What were the circumstances that caused you to initially look for a financial adviser?
Hitting 50 decided I needed a clear plan for our future
How has William helped you?
William took an indepth review of what we had in place, and challenged us to make realist requirements for the future. Then went away and returned with options we could consider with a clear view of what they may return eg Min, Mid and High including any risks. So we could make an informed decission on what he was able to offer
Have you seen the outcome you were hoping for?
Yes now have a clea insight to when I can retire and the affect of earlier or later retirement
Review for Sumun Kanda
What could they have done better?
Nothing. My service has been excellent
What were the circumstances that caused you to initially look for a financial adviser?
I was approaching 55 years old and needed some guidance on the pensions I had, with a view to consolidation. Sumun was recommended to me and she has given me expert advice over the past 6 years on many different aspects of my financial life including mortgages. I would not hesitate to recommend Sumun. She has a calm easy manner and will always give me answers to the questions I ask. Thank you Sumun
How has Sumun helped you?
Please see above comment
Have you seen the outcome you were hoping for?
Yes
Review for Shaun Ramazannezhad
How has Shaun helped you since your last review?
Explained everything very thoroughly
