Reviewed for

Insurance and Protection ( 1 )

Pensions ( 7 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 6 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 4 )

£50k - 100k ( 1 )

Up to £50k ( 4 )

Client reviews

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Karim

Had a telephone call with Karim regarding queries about ISAs and pensions. Karim gave me some good advice on the steps that I need to take to prepare my finance paperwork before arranging my next appointment.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Karim

On Karim,s first visit I found him to be very helpful and took great care and time to explain the services he was offering

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Karim

It was a very good meeting and Karim delt with us most curtiously.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Karim

friendly, helpful and offered lots of information regarding options and plans possible.

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Karim

Responded very quickly to my request and arranged an introductory meeting at my convenience. Gave very clear information.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

Advises very well and sees to every need.

What could they have done better?

Not applicable

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Karim Wanas helped you?

We find it very complicated to understand our Pensions, especially as there were different companies involved. Karim has done such a wonderful job of sorting out all our pensions and simplifying it to enable us to understand them. He is always there to answer any questions and see us anytime we want. Nothing is too much trouble. We were so worried and confused and Karim has eliminated all of this for us and made us feel very comfortable. Thank you so much to Karim.

What could they have done better?

As we are very happy with everything Karim does, and we don't feel there is anything that needs to be done.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Karim Wanas helped you?

Karim advised my sisters and me about annuities for our parents in 2011. He worked very hard to secure the best rate for us. He is approachable and personable and he explained everything clearly to us. I would not hesitate in recommending him to others.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

Listens to your requirements and gives appropriate advice We tend to be cautious so his advice is always along those lines

What could they have done better?

Nothing

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

Excellent, professional no-nonsense advice delivered in a clear, easy-to-digest way. Mr. Wanas listens to your needs and delivers a first class service tailored to those needs.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

The investments Karim has made for us have been successful , we have found Karim to be very efficient and helpful, and we will continue to use his expertise.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Karim Wanas helped you?

Karim was able to sift through a mound of my paperwork and pick out what was important. He was calm and polite. He explained options to me. I was very stressed about being unable to understand the mountain of paperwork I had before me, so Karim's expertise was invaluable.

What could they have done better?

Nothing I can think of.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

Karim has been my advisor since 2009. I am totally satisfied with his advice and have complete trust in him.

What could they have done better?

As am totally satisfied this question is not relevant to me.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

Karim is very approachable and gives clear explanations about investments.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Karim Wanas helped you?

I explained to Karim that I had looked at enhanced annuities with the lowest risk, as I am no gambler, but felt I needed advice before making a final decision. He explained the options available to me and the risks involved in each one and by talking it through we came to the same conclusion; that I would be happiest with a fixed annuity. He was very thorough in putting together all the information needed to put forward to pension providers, resulting in a much improved annuity. Throughout the process Karim was very helpful and explained everything in easy, understandable terms, he kept me updated on how things were progressing and was never "pushy"; he took into account what I wanted and did not try to sell me anything that I would not be comfortable with. Without his help and advice the value of my annuity would have been considerably less so I would certainly recommend him to anyone needing advice on pensions.

What could they have done better?

I cannot think of anything he could have done better.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Karim Wanas helped you?

My advisor clearly keeps a keen eye on current markets and keeps me well informed, providing advise when he feels necessary. I am confident in his knowledge and trust any advise he provides.

What could they have done better?

I am 100% satisfied with my advisor so I cannot give comment on how he could do better.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Karim Wanas helped you?

I find Karim easy to talk to and understand, and find communicating my requirements to him is very easy and straightforward. I have complete faith in him and am comfortable with his advice, integrity and honesty

What could they have done better?

I could not have asked for anything more