Aryan Chopra

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

I have been advised by Aryan for a while now and as such value his expertise regarding investment / portfolio and retirement planning.

How has Aryan Chopra helped you?

Aryan has helped with financial knowledge and advice where to best invest and how to look at pension funds and find the best approach

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

I wanted to take a crucial step towards achieving my long-term financial goals. Therefore, I looked for a financial advisor to help me navigate these complex financial decisions that I had little experience with, such as investing and tax strategies.

How has Aryan Chopra helped you?

With his impressive amount of expertise, Aryan has been able to offer personalised guidance tailored to my unique financial situation. He has helped me make informed decisions regarding how to best maximise my profits in order for me to stay on track with my financial objectives. Utilising his immense knowledge of the latest financial trends/markets, he has been able to offer both short-term and long-term financial planning which has given me an much reassurance that my assets are being managed to a high standard and with a very high level of professionalism. This has given me a lot of clarity and peace of mind that my future financial position will become exponentially stronger by investing into the right platforms.

Have you seen the outcome you were hoping for?

Yes

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

For better planning of my finances. I don’t have time and expertise to do it myself.

How has Aryan Chopra helped you?

He has given real and practical advise on how and where to invest money. He is always available and approachable to his clients.

Have you seen the outcome you were hoping for?

Yes the outcome has been good and ofcourse is dependent on how the market performs holistically.

What could they have done better?

Maybe more communication on the performamnce of investments. It is visible in the portal as such.

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

I wanted to ensure that my pension and savings were being utilised as best as possible. I wanted some professional advice and guidance so sought out an advisor for this.

How has Aryan Chopra helped you?

Aryan has provided excellent, clear, and extremely important advice and guidance on my pension and savings. His knowledge is outstanding and he is able to relay information clearly and concisely. Speaking to Aryan has been eye opening and I am glad that I took this step.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Am very happy.

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

The circumstances that initially made me look for an advisor was to help plan my long term and short term needs for savings and investments and whether I was using the correct tax saving measures in place.

How has Aryan Chopra helped you?

He has helped explain what schemes are in place to help efficiently save and invest. As well as help in explaining work place pensions and any other personal finance questions that we may have. He was very understanding and took time out to help us. Additionally, he provided us with a financial model to help us work towards our financial goals in the future. This was done on an individual and family level.

Have you seen the outcome you were hoping for?

yes, his modelling has enabled us to easily understand what we would need to save and invest on a monthly basis to achieve our goals.