Arun's reviews
Reviewed for
Pensions ( 6 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 4 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 1 )
( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Leicestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He took over from my last advisor
How has Arun Sonpal helped you?
Not done anything specific for me
Have you seen the outcome you were hoping for?
No, it not Aruns fault
What could they have done better?
I’ve no idea. I have a financial advisor because I can’t deal with money.
Review
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on annuity and pensions
How has Arun Sonpal helped you?
He sourced a very good product which was perfect for my needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at present
Review
by a verified client in Bedfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I thought it was time to call it a day from working when I reached 72
How has Arun Sonpal helped you?
Arun explained to me the different ways of using my pensions
Have you seen the outcome you were hoping for?
Not at the moment, I still waiting on different pension providers
What could they have done better?
I don't think they could done any better
Review
by a verified client in Worcestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used the company for many years
How has Arun Sonpal helped you?
Advise on investments of a large lump sum received from the sale of a business
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
A little more regular updates on performance of investment's
Review
by a verified client in Bedfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to ill health and an insurance pay out, I needed to take some specialist financial advice reference by tax planning and estate.
How has Arun Sonpal helped you?
Consolidating previous pensions and tax planning
Have you seen the outcome you were hoping for?
So far, yes