Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 6 )

Pensions ( 13 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 4 )

Auto Enrolment ( 1 )

Investments and Savings ( 15 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 2 )

£100k - £200k ( 3 )

( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

Client reviews

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Minesh Patel helped you?

He obtains full information, understands the objectives and performs well

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Minesh Patel helped you?

Minesh Patel has a really relaxing way in which he deals with my finances and comes over as a very trustworthy person, but at the same time I trust him with all of the info he gives me and deals with on my behalf. He explains things so that I can understand and communicates so well. I wouldn't want anybody else to help me as we have built up a complete trust.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Minesh Patel helped you?

Original work was to advise about what to do with a small assortment of pensions once I'd reached 60 and was confronted with some choices to make with respect to various funds. Received excellent advice regarding the main fund and agreed to restructure the others to be managed in a single fund. Over a few years he has developed a 'big picture', holistic view of my/our financial situation as a basis for long term and in-depth analysis based on our risk profiles and numerous personal and family factors with a view to funding our lives in retirement. He constantly reviews and revises his view of our financial life in the light of his deeper understanding of our changing situations and expectations, and in the light of new opportunities in the market, and changing legislation, with respect to annuities for example.

What could they have done better?

Sometimes smaller tasks such as minor portfolio changes and annual ISA investment, or confirming actions regarding more routine bits of advice, get overlooked for a while although these are always sorted out in time.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Minesh Patel helped you?

Minesh provides very good and straightforward advice in all areas.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Minesh Patel helped you?

Minesh understood my requirements for pension planning and savings very well and put forward recommendations that suited these

What could they have done better?

Nothing in particular as he does regularly review my portfolio to make sure that the returns remain the best for me.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Minesh Patel helped you?

Looks "holistically" and helps clients understand risk profile

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Avon

How has Minesh Patel helped you?

-explains things very well. -gets back to you when he says he will. -good at problem solving.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Minesh Patel helped you?

Minesh offers excellent considered advice for both someone who knows little about the financial world to someone who wants much more sophisticated approach.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Minesh Patel helped you?

I am more than satisfied with all advice provided.

What could they have done better?

The quality of advice has improved significantly thus, at present i have no further suggestions as they have now all been actioned.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Minesh Patel helped you?

He has a keen eye for what is going on in the market. He informs me when I should be moving funds and tells me what I should expect and not expect to happen.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Minesh Patel helped you?

Always contactable, his advice has always been sound

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Minesh Patel helped you?

Minesh always gives sound logical advice, with very clear communication of ideas and reasoning for suggested planning. Approachable and a pleasure to work with.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Oxfordshire

How has Minesh Patel helped you?

Minesh Patel is considerate of what my needs and potential needs are, and advises me accordingly. His advice has generated very good profits for me since I started to use himas my adviser. Best regards, Rodney Lewis

What could they have done better?

Monthly reports.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Middlesex

How has Minesh Patel helped you?

Has improved my Portfolio.Good advice is always given to my advantage. Would recommend Minesh as a truthful financial advisor who works hard on improving my situation. Returns on investments have shown his advice is worthwhile.

What could they have done better?

None! Very Happy

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Avon

How has Minesh Patel helped you?

I have had dealings with Minesh Patel for some time now, and find him to be extremely erudite and approachable. The service I have received from EA Financial Solutions has thus far been first class and I would have no hesitation in recommending his services.