Kiran's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 18 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 8 )
£100k - £200k ( 10 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Somerset
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
change of pension company, investing
How has Kiran Sidhu helped you?
yearly reviews, pension consolidation, retirement planning
Have you seen the outcome you were hoping for?
been good so far
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was recommended
How has Kiran Sidhu helped you?
She is so good at explaining it all to us and very professional
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
Nothing
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on long term investing.
How has Kiran Sidhu helped you?
Kiran has made me understand the importance of long term planning.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I was approaching late 50s I wanted to ensure I had enough to live comfortably in retirement
How has Kiran Sidhu helped you?
Kiran has advised on how best to ensure my finances are in order and ensure my investments were working best for me
Have you seen the outcome you were hoping for?
Yes all is good despite turbulent global events affecting markets
Review
by a verified client in Kent
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pensions
How has Kiran Sidhu helped you?
Managed to consolidate our pensions in to a growing fund that hopefully will protect us in our retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Fees are quite high.