Testimonials

What were the circumstances that caused you to initially look for a financial adviser?
An increase in available funds and needed advice on suitable places for them.

How has Asif helped you?
Detailed analysis of needs, timescale and risk. He was then able to advise on the division of
funds to create growth. Detailed and speedy response to all issues.

Have you seen the outcome you were hoping for?
Previous advice had provided a good outcome and, therefore, anticipating a similar projection
within the usual constraints.

What were the circumstances that caused you to initially look for a financial adviser?
Pension advice.

How has Asif helped you?
Explained everything clearly as to what options we had.

Have you seen the outcome you were hoping for?
Yes, hopefully next year.

What could they have done better?
Face to face meeting would have been better but due to the covid pandemic we couldn't.

What were the circumstances that caused you to initially look for a financial adviser?
I have now taken partial retirement and cashed in on my pension. I required financial advice
regarding my pension funds and other investments.

How has Asif helped you?
Asif advised me on how to invest by existing savings and pension funds.

Have you seen the outcome you were hoping for?
Yes. So far so good. Early days.

What could they have done better?
Early days.

What were the circumstances that caused you to initially look for a financial adviser?
My husband had used Skipton for financial advice and when he developed dementia I
continued to do same.

How has Asif helped you?
Asif sorted our our investments to make them more simple for me.

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
I'm not sure I can answer, not having the expertise.

What were the circumstances that caused you to initially look for a financial adviser?
I needed to review my pension as was concerned it wasn't performing well for me

How has Asif helped you?
Listened to my needs and circumstances and recommended how a few changes could help me
to meet my goals.

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
nothing - it did take a long time but i think that was more due to waiting for info from my
existing pension provider.