Testimonials

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?
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.

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?
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

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.