Banty Bhojraj

Review from verified client

April, 2024

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

I wanted to get started with investing and needed help doing so.

How has Banty Bhojraj helped you?

Provided in depth support and guidance to make an overwhelming process much clearer and easier to navigate.

Have you seen the outcome you were hoping for?

Yes, so far I am happy with the results.

What could they have done better?

So far my advisor has meet all my requirements.

Review from verified client

April, 2024

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

Make better use of my savings

How has Banty Bhojraj helped you?

Regular catch up and review

Have you seen the outcome you were hoping for?

Long term investment it is still on going. So far it is okay.

Review from verified client

March, 2024

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

Wanted to ensure I was planned for retirement

How has Banty Bhojraj helped you?

Gave me advise on how to maximise and plan

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

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

Organise better for retirement

How has Banty Bhojraj helped you?

Good proactive advice

Have you seen the outcome you were hoping for?

On track yes

What could they have done better?

Very little so far

Review from verified client

March, 2024

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

My husband and I wanted advice on where and how to invest our cash savings and help with retirement planning.

How has Banty Bhojraj helped you?

Banty has provided clear advice on long term financial planning and retirement and suggestions for changes in the short to medium term.

Have you seen the outcome you were hoping for?

Yes. We now have a clear understanding of our current financial position and the options to achieve where we would like to be in retirement.

What could they have done better?

Nothing I can think of.

Review from verified client

March, 2024

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

To sort out our pensions.

How has Banty Bhojraj helped you?

Banty helped us to understand our financial options for the future and to help us find a more suitable pension provider which aligned with our values.

Have you seen the outcome you were hoping for?

Yes, in terms of a greater understanding of our financial planning. It is too early to say regarding our pensions.

What could they have done better?

Nothing

Review from verified client

March, 2024

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

A long term client of Westminster

How has Banty Bhojraj helped you?

Assisted with sorting out pension and general financial advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

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

Annual Review of Finances

How has Banty Bhojraj helped you?

Clearly explained the options available to me with regard to a potential investmestment and why he would recommend a particular cause of action

Have you seen the outcome you were hoping for?

Yes and he has also brought to my attention other matters that need addressing

Review from verified client

March, 2024

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

To put our surplus cash to good use

How has Banty Bhojraj helped you?

Have clarity to our options and helped us choose the most appropriate

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2024

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

To make next of our savings

How has Banty Bhojraj helped you?

He advised us where to save and how to manage our savings

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2024

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

An inheritance which I needed to invest

How has Banty Bhojraj helped you?

Retirement planning

Have you seen the outcome you were hoping for?

Not quite sure what I was hoping for

What could they have done better?

More explanation of how t read the documents sent by Transact

Review from verified client

February, 2024

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

Looks towards retirement

How has Banty Bhojraj helped you?

Pension and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good so far

Review from verified client

February, 2024

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

Looking to consolidate pensions and get the best out of them moving forward.

How has Banty Bhojraj helped you?

Banty has offered his knowledge and experience to support my consolidation of different pension schemes I had and has offered advice when needed.

Have you seen the outcome you were hoping for?

so far so good.

What could they have done better?

Nothing I can think of.

Review from verified client

September, 2023

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

I've been working with Westminster Wealth for some years now and they approached me for a catch up.

How has Banty Bhojraj helped you?

Banty has helped with life insurance and pension planning

Have you seen the outcome you were hoping for?

Yes, we now have appropriate life insurance and my pension is being actively managed.

First impression from a user who is not yet a client

September, 2023

Please provide a brief comment about your experience with Banty

i have dealing with Banty for last 5years i am certisfy with service he is a great help i strongly recomend him if any dody want to invest or advise Banty is man you speak to brgd major

Review from verified client

September, 2023

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

Want to better manage my finance.

How has Banty Bhojraj helped you?

He helped me understand investment concepts and did planning for my savings.

Have you seen the outcome you were hoping for?

In progress. Hope I ll soon.

Review from verified client

August, 2023

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

ISA Investment and Pension

How has Banty Bhojraj helped you?

Helped me save money on fees and improved my investment return.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Keep doing what he has been doing,

Review from verified client

August, 2023

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

Consolidation and financial advice

How has Banty Bhojraj helped you?

Consolidated all of my separate pension schemes.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

August, 2023

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

We had a small saving and wanted to make best use of it.

How has Banty Bhojraj helped you?

He took our concerns into consideration and offered what suited us best.

Have you seen the outcome you were hoping for?

I'm aware that it will take some time to see the results of the investment. And I'm confident that we have made the best choice, and the results will be fulfilling.

What could they have done better?

N/A

Review from verified client

August, 2023

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

We wanted to secure our savings and put them to work

How has Banty Bhojraj helped you?

As I expected to happen, he took the information he needed and informed himself about us, our finances, our ambitions, and our risk appetite. Then proposed options with guidance for us to choose the appropriate action and options. He's been realty good at communicating every step and in between and very nice to work with

Have you seen the outcome you were hoping for?

It's a long process but I believe with Banty's guidance we are in the right track

What could they have done better?

Not much

First impression from a user who is not yet a client

November, 2021

Please provide a brief comment about your experience with Banty

Banty is a very professional and a great Financial adviser. He has very good listening skills and pays great attention to detail. I contacted him for some financial advice and he was very helpful. I would definitely recommend his services to anyone who needs any financial advice and I will contact him in the future if I need any further advice.

First impression from a user who is not yet a client

July, 2021

Please provide a brief comment about your experience with Banty

Banty has a very welcoming friendly, passionate, Professional and personable approachable personality and provided with sound continual financial advice, guidance and always positively willing to assist for ongoing support. Banty's up to date knowledge and expertise in the Financial sector does create a complete trust that I haven't experienced before and highly recommend his personalised services. Banty is certainly an asset to your Financial Team and I would highly recommend his services to anyone wanting to achieve better financial outcomes without any doubt. Many Thanks to Banty once again for his always courteous, contactable and helpful Financial advice with the best interests at heart for his clients.

First impression from a user who is not yet a client

July, 2021

Please provide a brief comment about your experience with Banty

We have always in our dealings with Banty to find him very knowledgeable and efficient. We have a very high regard for him

First impression from a user who is not yet a client

July, 2021

Please provide a brief comment about your experience with Banty

Banty focused on what is important to me and my family.

Review from verified client

June, 2021

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

Needed help with investment

How has Banty Bhojraj helped you?

Answered all my questions

Have you seen the outcome you were hoping for?

Too early to tell

What could they have done better?

N/A