Testimonials

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.

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?
Annual review

How has Asif helped you?
By reducing costs

Have you seen the outcome you were hoping for?
Yes

What could they have done better?
Nothing else