Testimonials

What were the circumstances that caused you to initially look for a financial adviser?
Reaching 50 with multiple pensions. Needed to streamline.

How has Asif helped you?
Clear, easy to understand communication. Clarified points that he felt may be open to mis-
understanding. Patient nature. No pressure or undue up-selling.

Have you seen the outcome you were hoping for?
Not yet. Early days

What were the circumstances that caused you to initially look for a financial adviser?
I have always used Skipton Building Society and as I was looking to consolidate my finances
and called upon their assistance

How has Asif helped you?
He has understood my needs and requirements and has implemented them painlessly

Have you seen the outcome you were hoping for?
Without a doubt

What could they have done better?
Nothing so far as I am aware of

What were the circumstances that caused you to initially look for a financial adviser?
Planning for imminent retirement

How has Asif helped you?
Consolidation of pension pot advice

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
Nothing come to mind

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.