Arpit Shah

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

I wasn't sure of certain things in my pension

How has Arpit Shah helped you?

He explained very well but it's very complected field for me.

Have you seen the outcome you were hoping for?

Yes I have a picture of what I have to do.

What could they have done better?

Not agents fault,pension paperwork made such a complicated not for a layman's cup of tea.

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

Firstly I had some savings and I wanted to invest in a good product that will see some return on my investment which I have seen good returns over the years. I also had a small pension which I wanted some advice on and Arpit was very helpful in doing so.

How has Arpit Shah helped you?

I have been working with Arpit for many years and the service and support he provides is invaluable. He is very professional & is always available should I wish to speak about the progress of my investments. He is knowledgeable & ensures he provides the best financial decision for my investments. I have recommended Arpit to my family members and friends will continue to recommend him whenever the needs arise. Thank you very much

Have you seen the outcome you were hoping for?

Yes, I have seen the outcome I was hoping for because I’ve seen my investment grown over the years and Arpit has insured that my fund are invested in the right products suitable for my future goals.

What could they have done better?

Nothing. He’s always here to support me at any time by ensuring that my future plans remain suitable to meet my goals and adjectives

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

I needed guidance to get my finances in order and to bring all my pensions into one place.

How has Arpit Shah helped you?

I’ve been working with Arpit Shah and the White Lotus Wealth team for several years now, and their support has been nothing short of outstanding. Arpit has been brilliant in looking after my pension transfers—making the whole process smooth and stress-free. He’s always just a phone call away and instantly available whenever I’ve needed advice or had questions. In addition to managing my ISA and pensions, Arpit conducts thorough annual reviews that give me clear insight into how my investments are performing. These reviews have been incredibly helpful in keeping me informed and confident in my financial journey. What really stands out is Arpit’s ability to explain complex financial matters in a simple and relatable way. His approachable nature, professionalism, and responsiveness make all the difference. I’m truly grateful for his services—he’s a top guy and a pleasure to work with.

Have you seen the outcome you were hoping for?

Absolutely. Everything is now much easier to manage, and my portfolio is growing steadily.

What could they have done better?

Honestly, nothing. They’ve done an excellent job working with me and my family.

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

Needed guidance to get my finances in order, and brung all pensions in one place.

How has Arpit Shah helped you?

I've been working with Arpit and the White Lotus Wealth team for several years now, and I can genuinely say their support and guidance have been invaluable. From managing my ISA and pensions to providing clear and trustworthy general financial advice, they’ve been with me every step of the way. Arpit, in particular, has a real gift for breaking down complex financial matters into straightforward, easy-to-understand language, which has made managing my investments much less daunting. What I appreciate most is how approachable and responsive the team is. No question ever feels too small or silly, and I always leave our conversations feeling informed and confident about my financial decisions. I wholeheartedly recommend White Lotus Wealth and the St. James’s Place platform to anyone looking for honest, knowledgeable, and reliable financial guidance. Their dedication to helping clients achieve long-term financial well-being truly sets them apart.

Have you seen the outcome you were hoping for?

Yes everything is easier to manage and portfolio is growing.

What could they have done better?

Nothing at all, they have been working really well with me and my family.

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

In order to get more of an understanding of proper financial planning for my future and the future of my family. I had some investments but need advice on they right types and the best ones for me.

How has Arpit Shah helped you?

Arpit was able to clearly and impartially advise on the best products and services that would suit my needs. He understood my circumstances and long term goals and advised me on the correct way to approach building a more secure financial future. Arpit was able to look at what i already had in place and advise on changing or better products out there. Most importantly to me he took the time to understand my requirements first and make an informed decision thereafter.

Have you seen the outcome you were hoping for?

Yes most definitely. Arpit has regularly checked back with us to ensure we have the up to date information and we have the right products for us. The advice was also valuable in terms understanding how to approach our further considerations. Every was clear and concise.

What could they have done better?

Nothing that i can think of