What they say about us
Read some of the many kind words our clients have said about our company, our team, and our service.
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.
Review from Verified Client
Fife | March 2023
What were the circumstances that caused you to initially look for a financial adviser?
Alternative investment opportunities
How has Asif helped you?
Looked at my financial portfolio and recommended certain changes
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Asif was most helpful and very thorough
Review from Verified Client
Suffolk | August 2020
What were the circumstances that caused you to initially look for a financial adviser?
My current pension was not sufficient for my future
How has Asif helped you?
I had a poor grasp of pensions and Asif helped me understand how to get the best out of my
investment and the changes which may help. He ensured I understood everything as we went
through the process.
Have you seen the outcome you were hoping for?
It's too early to see at the moment.
What could they have done better?
Nothing at all.
Review from Verified Client
Cornwall | April 2023
What were the circumstances that caused you to initially look for a financial adviser?
Investment of lump sum originally.
How has Asif helped you?
Reviewed my existing investments and gave me advice on how best to move forward re
purchase of a new house while still maintaining investments for the future.
Have you seen the outcome you were hoping for?
Yes am very happy with the outcome
Review from Verified Client
Kent | October 2020
What were the circumstances that caused you to initially look for a financial adviser?
Financial illiteracy
How has Asif helped you?
Information about my options
Have you seen the outcome you were hoping for?
Hopefully, soon
Review from Verified Client
Middlesex | July 2023
