Testimonials

What were the circumstances that caused you to initially look for a financial adviser?
I was introduced to Asif via a mortgage advisor to assess my pension and whether it met my
needs.

How has Asif helped you?
Asif is moving my pension to a better suited product.

Have you seen the outcome you were hoping for?
Time will tell!!!

What could they have done better?
Satisfied with all aspects of Asif’s help and advice. He made it simple to understand and truly
listened to my needs.

What were the circumstances that caused you to initially look for a financial adviser?
My late wife and I had savings in a bank deposit account earning very little interest and we
wished to get advice on investments and advice re inheritance matters.

How has Asif helped you?
He has provided detailed advice on the above matters and given easy-to-understand
explanations of what for me are complex issues.

Have you seen the outcome you were hoping for?
Asif is currently restructuring my investments to my advantage.

What could they have done better?
Nothing so far.

What were the circumstances that caused you to initially look for a financial adviser?
My wife was not going to have a substantial enough pension.

How has Asif helped you?
Asif has helped us form a plan that will hopefully see my wife have a pension that will see her
be able to live comfortably in retirement.

Have you seen the outcome you were hoping for?
Yes, most of the questions/concerns we had revolved around the fees we would be paying.
Asif was able to clearly explain how we would benefit from them in the long term and put us
at ease.

What were the circumstances that caused you to initially look for a financial adviser?
Was in need of a fresh look at our savings

How has Asif helped you?
Asif conducted a comprehensive review of our finances. The review did take a few months to
complete.The report he presented with recommendations was lengthy and complex, but he
was patient and explained all aspects of the report. He answered all questions raised in a
knowledgeable and professional manner.

Have you seen the outcome you were hoping for?
Time will tell. We expect the advice given to improve our longer term finances.

What were the circumstances that caused you to initially look for a financial adviser?
Asif contacted me to review investments already in place.

How has Asif helped you?
Firstly, to provide a much needed review of investments. He explained how an alternative
approach was needed. He was able to set up a remote meeting with my wife and I. He had
clearly researched our position prior to contact.

Have you seen the outcome you were hoping for?
Yes, the meeting took place and a comprehensive review ensued. Positive recommendations
were made and accepted by us.

What could they have done better?
Really no more under the restrictions of a remote meeting. Face to face would have been
easier for us all.