Testimonials

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

What were the circumstances that caused you to initially look for a financial adviser?
To help to manage my retirement funds effectively for my current needs and for the future.

How has Asif helped you?
Asif reviewed current investments, suggested changes and introduced new products to
achieve my wishes for the future.

Have you seen the outcome you were hoping for?
Currently the process is on going. Asif has taken this process at a speed which helps me to
understand and facilitate changes in my financial affairs.

What could they have done better?
Considering our communications were during a pandemic and under lockdown Asif did
everything possible to ensure I understood the process and its implications.

What were the circumstances that caused you to initially look for a financial adviser?
Inheritance

How has Asif helped you?
Was there to answer any questions - no matter how stupid

Have you seen the outcome you were hoping for?
Not yet

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.