Jaiminee Patel

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

I was looking for some pension advice.

How has Jaiminee Patel helped you?

Jaiminee has been instrumental in providing pension and comprehensive financial investment advice. She is consistently available to address any questions and clarify details whenever necessary.

Have you seen the outcome you were hoping for?

My investments have done well over the years, I have been happy with the returns.

What could they have done better?

n/a

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

As a freelancer i wanted someone to help me invest my savings and set up a pension

How has Jaiminee Patel helped you?

Jaiminee is fantastic. She spends time getting to know the client and helping them find the best thing for them given their circumstances. Her communication is clear and efficient.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, she is fantastic

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

Planning for the future and specific saving goals.

How has Jaiminee Patel helped you?

I’ve worked with Jaimineee for coming up to 5 years. She’s helped me to plan for my future retirement and build towards my saving goals including purchasing my first home. She’s helping setup my child’s future savings and our next steps in this area.

Have you seen the outcome you were hoping for?

Yes, I am and continue to be very happy with the service and outcomes.

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

I was in a position where I had started to think about my long-term future and goals. I wanted to get my foot in the door to start preparing.

How has Jaiminee Patel helped you?

She’s supported me with financial literacy and education. I feel confident in the pensions and investments which have helped with the purchase of our first house.

Have you seen the outcome you were hoping for?

Yes

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

I had been investing independently without guidance but i waa getting busier and wasn't able to dedicate time to this.

How has Jaiminee Patel helped you?

Identifying investments and pension that suit my risk type and ethics. As well as working backwards from my financial goals so i can take manageable steps to build wealth.

Have you seen the outcome you were hoping for?

I've noticed postive outcomes with my investments and pension.

What could they have done better?

Jaiminee has been great can't think of how things could be better!