Marvin's reviews
Reviewed for
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 12 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 23 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 4 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Essex
7 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for independent financial advisor when I retired
How has Marvin Paranjothy helped you?
Placing my funds into platform which currently seems to be working for me
Have you seen the outcome you were hoping for?
Investments seem to be doing as expected
What could they have done better?
Nothing that I can think of
Review
by a verified client in Essex
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous company lost the contract.
How has Marvin Paranjothy helped you?
Reviewed income, investments and discussed financial goals
Have you seen the outcome you were hoping for?
Not yet, I’ve only met him once at our initial meeting so we will have to see how things develop.
What could they have done better?
No comment
Review
by a verified client in Somerset
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Drawdown Decisions.
How has Marvin Paranjothy helped you?
An excellent 'sounding box' for financial thoughts before committing. Very good advice throughout.
Have you seen the outcome you were hoping for?
Each time - yes.
What could they have done better?
All good. Good & effective contact time when / as needed.
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?
I have a long-standing association with Perspective and its former incarnations.
How has Marvin Paranjothy helped you?
Providing guidance on pensions snd ISA’s.
Have you seen the outcome you were hoping for?
Investment growth has met my expectations.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were already clients of Perspective and following our advent’s retirement Marvin took over our account
How has Marvin Paranjothy helped you?
He has continued to help us with queries and offered good advice as to my pension and ISAs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really .