Aryan Chopra

Review from verified client

February, 2024

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

To take control of my finances.

Have you seen the outcome you were hoping for?

Yes, I am confident in the financial plan that Aryan has created for me.

How has Aryan Chopra helped you?

Aryan has provided excellent guidance and support. He has been extremely patient and has taken the time to ensure that I am comfortable with all aspects of the process. He has helped to consolidate my pensions and create a financial plan that meets my goals.

Review from verified client

December, 2023

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

I was looking for advice on estate and inheritance planning

Have you seen the outcome you were hoping for?

Yes, Aryan went above and beyond to find us the right insurance provider with the best quote. I saw him negotiate tooth and nail for 4 months to get me and my family the cheapest premium with all the benefits possible. I was impressed by Aryan's professionalism and contacts to get something done. He is never imposing, never pressurizes and always takes his time to educate us on financial matters. It's always nice to see how much he cares and that he has our best interests at heart. It's evident that he is very passionate about his work. I would highly recommend him to anyone. Good job Aryan!

How has Aryan Chopra helped you?

Aryan has helped me and my husband with all financial matters.

Review from verified client

December, 2023

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

I was very unhappy at SJP due to lack of transparency and service so I wanted to look at other options.

Have you seen the outcome you were hoping for?

Yes.

How has Aryan Chopra helped you?

Aryan's advice and his team's service has been exceptional. He also managed to reduce my fees by half and I have no exit penalties with him. I can already see that my investment performance has improved significantly. Aryan showed me comparable charts over the last decade and I wish I had done this sooner. I am now in the process of transferring and consolidating my other assets. The ongoing conversations with Aryan around my financial planning for my retirement has been very helpful and much appreciated.

Review from verified client

November, 2023

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

In order to start saving money in a way that will maximise growth over the years.

Have you seen the outcome you were hoping for?

Yes. It’s early days but Aryan has been very thorough in his explanations on how the results will look overtime.

How has Aryan Chopra helped you?

Aryan has been very helpful, kind and informative. He has been very patient, provided an excellent service and a very clear pathway on how to financially grow over the years.

Review from verified client

October, 2023

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

I was looking for financial planning and estate planning advice

Have you seen the outcome you were hoping for?

Yes

How has Aryan Chopra helped you?

He has given us a clear roadmap with financial modelling bespoke to me so it is easy for me to follow the plan and review my plan every 6-12 months

Review from verified client

October, 2023

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

I was seeking a financial adviser to give me clarity and structure that aligned with my lifestyle.

Have you seen the outcome you were hoping for?

Aryan has always gone above and beyond, and he’s a trusted adviser for me and my entire family.

How has Aryan Chopra helped you?

Aryan’s advise, input and ongoing guidance over the years on various financial matters for my family has always been valuable. We treat him as a family member.

Review from verified client

October, 2023

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

I was looking for expert advice on my finances and Aryan has been exceptional. He has shown again and again that he has my best interests at heart. He always goes above and beyond, and tries to find me the best and cost effective solutions.

Have you seen the outcome you were hoping for?

Yes.

How has Aryan Chopra helped you?

Aryan has given me a clear direction and peace of mind for my retirement and how to achieve it.

Review from verified client

October, 2023

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

Wealth Management Requirement

Have you seen the outcome you were hoping for?

Yes

How has Aryan Chopra helped you?

Clarification of the end goal and worked with us to draft a plan to achieve these goals.

What could they have done better?

All good to date

Review from verified client

September, 2023

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

Finding a better way to do investments for future.

Have you seen the outcome you were hoping for?

Yes absolutely,

How has Aryan Chopra helped you?

He helped me a lot and guided me on how things work etc.

Review from verified client

August, 2023

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

Needed more technical support with estate and investment planning

Have you seen the outcome you were hoping for?

Yes

How has Aryan Chopra helped you?

Aryan focused on learning about our family and our long term plans. Putting in place a cohesive plan.

Aryan's reply

Thank you Craig, really appreciate your feedback. It motivates me to work harder and be better and better for my clients. Duly noted on the other areas that you can foresee your family needing my / my firm's help. We'll definitely talk more on this. Speak soon. Best, Aryan

Review from verified client

August, 2023

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

Better/clearer advice on financial management planning for the future

Have you seen the outcome you were hoping for?

yes, i now have a much better understanding of my current position and what is needed for the future.

How has Aryan Chopra helped you?

Its been a pleasure working with Aryan Chopra. Aryan is extremely personable & professional. I feel i'm in a trusted pair of hands.

What could they have done better?

nothing.

Aryan's reply

Thank you Vicky for taking the time and giving me a nice feedback. It only motivates me to work harder for you and everyone else. Best, Aryan

Review from verified client

March, 2023

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

My friend recommended that I should speak with Aryan to discuss my finances and save on taxes.

Have you seen the outcome you were hoping for?

Yes, Aryan has created a cash-flow model for me that we review every year, and it has given me some comfort knowing that I'm on the right path to achieve the goals I've set for myself and my family

How has Aryan Chopra helped you?

Aryan is a very knowledgeable and a seasoned adviser. He has put a plan in place for me that is manageable and achievable. I have more clarity after speaking with Aryan.

Review from verified client

March, 2023

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

I was looking to transfer my assets out of a company due to poor advice and high fees. As an independent adviser, Aryan was able to lower my fees by providing me with a direct comparison, and he was able to give me access to more investment solutions.

Have you seen the outcome you were hoping for?

Yes

How has Aryan Chopra helped you?

Aryan has provided me better advice and service with lower fees. I am happy with the outcome and I'm glad I made the switch.

Review from verified client

March, 2023

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

Aryan has been a long-standing adviser to me and my family. He always goes above and beyond to provide honest and trustworthy advice. I have seen his team expand over the years who provide quality service. Aryan has been an integral part of my financial planning. I wish him the best and I would recommend Aryan to anyone.

Have you seen the outcome you were hoping for?

Yes, Aryan has been a great adviser over the years.

How has Aryan Chopra helped you?

Aryan has shown us a path so we can achieve our goals and retire earlier than we had anticipated.

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

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

I was looking for advice on the most tax-efficient way to exit my business

How has Aryan Chopra helped you?

Aryan obviously is very seasoned and has vast knowledgeable in many areas of finance. He took time to understand my business, my customers and my staff. Then he planned out a way so I can achieve my goals.

Have you seen the outcome you were hoping for?

Yes, things are progressing very well. Aryan has also introduced me to his professional network and contacts to help me at each step.

What could they have done better?

I would highly recommend any business owner to have a candid conversation with Aryan as he’s extremely passionate and helpful.

Review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

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

pension and investment

How has Aryan Chopra helped you?

he is extremely knowledgeable on all financial matters and since our 1st meeting he has been a great support and taking care of every aspects of my investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

so far it has been all just fine

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

I was selling my property and I was looking for advice on how I can use the money more wisely. I wanted to see whether I can retire comfortably from my pensions and other savings, and generate a regular stream of income.

How has Aryan Chopra helped you?

Aryan created a visual financial plan using a cash-flow model to highlight some gaps in my savings. Then he showed me ways on how to reach my retirement goal sooner with a monthly income. He also sorted out my Wills and trust.

Have you seen the outcome you were hoping for?

Yes, less headache from what I was doing before. Aryan and I have regular meetings once or twice a year to review things.

What could they have done better?

Nothing. Aryan is friendly, professional and easy to reach if I have any questions.

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

An opportunity to grow wealth portfolio

How has Aryan Chopra helped you?

Introduction to St. James place and pensions scheme on long term investments with much assured returns.

Have you seen the outcome you were hoping for?

Not yet. As its a long term investment pension scheme. However the portfolio is certainly growing.

What could they have done better?

Nothing to be done.

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

I'm a financial adviser myself from abroad and I have moved to UK recently so I was looking for an adviser who can help me navigate the banking and investment world in this country.

How has Aryan Chopra helped you?

I was impressed by Aryan's professionalism, patience and knowledge in the matter. He took his time to explain things in great depth

Have you seen the outcome you were hoping for?

Yes, Aryan has set me up on a financial plan for my assets in UK and abroad, including a private pension, which has been great help

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

I was looking for advice on how to be more tax-efficient and generate an income. I was referred to Aryan by my accountant

How has Aryan Chopra helped you?

Aryan has been able to put things in very simple terms and built a financial plan so I can get an ongoing income from my financial assets and pensions when I retire early. I wish I had done this 10 years ago!

Have you seen the outcome you were hoping for?

Yes, getting there, I can see the value. Aryan has been very supportive through the pandemic and erratic markets (even now). Always easy to reach and speak with

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

I was recommended by a good friend to speak with Aryan on inheritance and finding a solution on how to windup my business.

How has Aryan Chopra helped you?

My business has presence within and outside of UK and I tend to live/travel abroad most of the year. Aryan has been a great sounding board and he has given me and my accountants a good steer and clarity on how to structure things over the next few years with the goal of achieving a succession plan.

Have you seen the outcome you were hoping for?

Yes, Aryan and his team have been extremely helpful. His work ethic and conversations over the months has surpassed our expectations. It is moving in the right direction with a saving of few million in inheritance.

What could they have done better?

Nothing. Aryan has been very helpful and I have already recommended him to others.

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

I never had financial advise as I didn’t see the need for it, but I didn’t realise how much I needed it after I spoke with Aryan through a mutual friend.

How has Aryan Chopra helped you?

I have a consultancy business and Aryan is helping me and my company to be more tax-efficient. ESG is very important to me so Aryan has helped to make sure my investments are environmentally friendly.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

My previous wealth manager was not doing a good job, and I can confidently say that Aryan has done a fantastic job addressing my concerns.

How has Aryan Chopra helped you?

Aryan is very knowledgeable and asked me the right questions from the beginning. He has advised me on my portfolio and reduced my taxes by over £100k/year, which was my biggest issue with my previous wealth manager.

Have you seen the outcome you were hoping for?

Yes. Aryan’s views on the market are refreshing, his ongoing support is appreciated, and he is easy to speak with. After 4-years, I can confidently say that his advice has been trustworthy, in my best-interest and I will gladly recommend him to anyone seeking unbiased and professional advice on all financial matters.

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

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

Needed a private pension as I didn’t have one. Needed saving options to support retirement

How has Aryan Chopra helped you?

Yes

Have you seen the outcome you were hoping for?

No as I just started the policies

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

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

Planning for retirement and wealth creation/retention.

How has Aryan Chopra helped you?

Aryan is an exceptional person providing trustworthy advice on any financial matters. His guidance on various financial investments and instruments is truthful, credible and keeping best interests of the individual in mind. He goes above and beyond to help and guide individuals. I have no hesitation in recommending Aryan to anyone.

Have you seen the outcome you were hoping for?

It’s early days but seems on right track.

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

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

Plan for retirement related savings and investments

How has Aryan Chopra helped you?

Aryan has guided me to get started on building up a portfolio for the future. He provides great clarity to help make important decisions. He is easily reachable and is available for guidance when one needs the most. Highly recommend to consult with Aryan to get sound guidance on their financial future and plans.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

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

I needed someone who I can trust to give me clarity and structure on my financial matters.

How has Aryan Chopra helped you?

Aryan has been great help by reviewing my portfolio and circumstances every 8 to 10 months in this market to make sure I'm achieving my objectives. He is very knowledgeable, always reachable, and very passionate about what he does. I can see that he has my best interests at heart. I would highly recommend him to anyone seeking unbiased advice on financial matters.

Have you seen the outcome you were hoping for?

Yes, I am happy with Aryan’s guidance and we are working towards achieving my goal.

Review from verified client

February, 2021

This review was gathered whilst the adviser was at a different firm.

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

Advised by a friend to review my financial circumstances. My current savings had a low interest rate.

How has Aryan Chopra helped you?

Helped by reviewing current investments and coming up with a long term plan on where I could gain money. Advised on my pension and savings account. Regular phonecalls keeping me updated on the progress and doing a lot of chasing up on my bank when they were taking their time in responding.

Have you seen the outcome you were hoping for?

It has not been long enough to see a return on my investment, but I am very hopeful. So far, so good. Aryan has helped by advising better ways to save for my future.

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

My dad was looking for best options for his pension income, and looking into buying an annuity.

How has Aryan Chopra helped you?

Aryan did a cash flow analysis and compared it to annuity. He showed us a good approach to take income with little or no taxes while maintaining and protecting the pension pot.

Have you seen the outcome you were hoping for?

Good outcome. Aryan is approachable and reachable for any questions that arise.

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

I was looking for advice on my clients’ offshore investments.

How has Aryan Chopra helped you?

I was referred to Aryan by my solicitor and we have been able to work together to sort out my clients’ tax implications and investments. Aryan’s knowledge in the matter was great.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

Plan for my retirement

How has Aryan Chopra helped you?

Through a recommendation from a friend

Have you seen the outcome you were hoping for?

Yes, in fact exceeded my expectations so far.

What could they have done better?

Was a perfect experience

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

Since I travel a lot and live abroad for certain periods of time, I was looking for a trusted person to actively manage my investments.

How has Aryan Chopra helped you?

Aryan shed light into how I can effectively reduce my taxes while growing my investments based on my personal circumstances of living/travelling abroad. He was especially helpful in these changing conditions and personal uncertainty of COVID-19.

Have you seen the outcome you were hoping for?

Yes. Aryan has always been promptly reachable and very helpful for anything that comes up.

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

I was looking for advice on pensions and best tax-efficient way of financial planning

How has Aryan Chopra helped you?

Aryan was extremely helpful and gave us options and advice on things we never knew like starting a pension for my kids.

Have you seen the outcome you were hoping for?

Yes, I am very happy with Aryan’s professionalism, and his ongoing advice. It’s comforting to know that we can reach him for proper advice anytime.

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

I had no idea on how to navigate the tax and pension regulations, and how to protect myself and my family from heavy tax-burdens when gifting my assets to my loved ones.

How has Aryan Chopra helped you?

Aryan is handling my wife’s and I personal finances for retirement and estate planning. Additionally, he’s helping me with gift planning for my daughters and grandkids to make sure my pensions goes to my family, and not lost by my employers.

Have you seen the outcome you were hoping for?

Yes, Aryan is extremely knowledgeable and is able to advice on complex matters in a very simple manner. He has been very transparent with everything including costs and charges. He is approachable, easily reachable with any urgent matters and very pleasant to work with.

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

Aryan has been looking after my husband’s and my wealth so we can afford our retirement while gift our assets to our daughters and grandkids.

How has Aryan Chopra helped you?

He is helping my family with long-term wealth and estate planning including income for retirement.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

Aryan is currently helping me with reducing my inheritance tax liabilities of 40% on my property portfolio.

How has Aryan Chopra helped you?

Aryan is putting a plan in place for next 10 years to lower my tax burden.

Have you seen the outcome you were hoping for?

Ongoing.

Review from verified client

January, 2021

This review was gathered whilst the adviser was at a different firm.

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

I wanted advice on pensions

How has Aryan Chopra helped you?

Aryan helped with consolidating my workplace pensions into a private pension that was put in a trust for my family.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2020

This review was gathered whilst the adviser was at a different firm.

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

I wanted Aryan to handle my ISA investments.

How has Aryan Chopra helped you?

Aryan helped by re-balancing my portfolio which has held up very well in current market conditions.

Have you seen the outcome you were hoping for?

Yes, it is a long-term horizon