Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 5 )

Pensions ( 12 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 1 )

Auto Enrolment ( 2 )

Investments and Savings ( 10 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 4 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 4 )

Client reviews

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

needs of the business and investments / pension scheme we need to invest our money as our business was doing extremely well.

How has Rizwan Sabir helped you?

Rizwan understood our business, our needs and the set up off pension scheme, purchase of properties through the scheme, financial advice Rizwan spoke to us in simple lay mans terms, explained everything in detail and answered our quires.

Have you seen the outcome you were hoping for?

the advice given to us was clear and we are happy with the outcome as this is what the business needs were. we have managed to have a pension scheme and also acquire property through this.

What could they have done better?

to be honest we can not fault Rizwan in the advice he gave us or how he gave the advice we were extremely happy and would recommend Rizwan to family and friends.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Dunbartonshire

What were the circumstances that caused you to initially look for an adviser?

Planning for a private pension.

How has Rizwan Sabir helped you?

Provided guidance on ethical investment funds.

Have you seen the outcome you were hoping for?

Yes, the funds have performed well.

What could they have done better?

Rizwan support has been excellent with regular reviews, updates on my pension pefirmance and prompt response to any queries.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

To manage my various pension funds and help to consolidate into a single fund for easier management and better returns.

How has Rizwan Sabir helped you?

By advising I combine certain pension schemes inot a single scheme that would give me better returns.

Have you seen the outcome you were hoping for?

yes, better returns and less risky portfolio.

What could they have done better?

Very good service with prompt responses and very helpful

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

an increase in capital and income.

How has Rizwan Sabir helped you?

Rizwan helped by providing in depth information and tailored advice to the types of asset management vehicles that were available on after conducting a risk attitude assessment and evaluating the extent of the asset presented. He has the ability to think outside the box and put forward well reasoned options.

Have you seen the outcome you were hoping for?

Yes, definitely as his advice was accurate.

What could they have done better?

I can't really fault him

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

i had a private pension and needed to change my financial advisor.

How has Rizwan Sabir helped you?

He was very approachable, knowledgeable, and ready to help.

Have you seen the outcome you were hoping for?

yes has been with Rizwan for over 6 years now.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Review of existing pension and lump sump investment.

How has Rizwan Sabir helped you?

He managed to find the right product that suit my needs.

Have you seen the outcome you were hoping for?

Yes, and i am very pleased. i would recommend to everyone. All done in a smoothly and professional manner.

What could they have done better?

Nothing. I had complete confidence with Rizwan.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Rizwan Sabir helped you?

Very prompt to respond when contacted if unavailable. Gives honest advice on whether a product is suitable for me

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Rizwan Sabir helped you?

Really helpful, great advice, able to explain clearly.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Rizwan Sabir helped you?

I have found the advice and advisor to be honest, diligent, fair and with the client's interests at heart. In addition, all requests are promptly responded to and the adviser is readily available at all times.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Rizwan Sabir helped you?

Rizwan fully understand my financial situation works out a financial plan and provides many solutions explained in a simplified manor without jargon and communicates back to me on a regular basis without the need for me to travel to him.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Rizwan Sabir helped you?

Nice friendly service. Excellent advice.

What could they have done better?

N/A

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Berkshire

How has Rizwan Sabir helped you?

I have been with Rizwan for over 4 years, I had some sound financial advice both to my ISA and my pension. He is for the long term, highly recommended

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Rizwan Sabir helped you?

Very professional and very detailed with his advice. Explains his advice in laymans terms. Easy to follow his advice.

What could they have done better?

To be honest, nothing. He is very good at his job.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Rizwan Sabir helped you?

Rizwan listened carefully to our unusual circumstances, and provided helpful information and advice to guide our decision making. He was patient with our time delay but persistent in keeping us on track. Rizwan came highly recommended to us and we would certainly pass that recommendation along.