Rakhee Wood

Butterfly Financial Planning

Rakhee's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 46 )

Retirement income (annuities, drawdown) ( 19 )

Investments and Savings ( 39 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 9 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 20 )

Financial Mentoring ( 8 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 13 )

£100k - £200k ( 10 )

£50k - 100k ( 2 )

Up to £50k ( 2 )

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 Kent

18 days ago

Overall

Advice

Service

Value

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

My husband and I wanted to get financially sorted to plan for buying a new home and getting on track for retirement.

How has Rakhee Wood helped you?

Rakhee is incredible! We didn't think we were in a position to sell our old house and buy our a new house, but she showed us that we were ready. So we went out and made it happen! She gave us a spreadsheet that we could adjust through the process and check in where were financially, and it helped so much. Now that we're in our dream home, we're in a great position to prepare for retirement.

Have you seen the outcome you were hoping for?

Yes, absolutely. We're in a completely new and better financial situation a year on from when we started with Rakhee.

What could they have done better?

Nothing! It's been an absolute pleasure.

Rakhee:

Thanks so much for taking the time to write such a lovely review - I'm so pleased that I was able to help you with your short-term and long-term financial forecast so you could confidently make the move to what I know you consider to be your 'forever' home. Rakhee

Review

by a verified client in Kent

a month ago

Overall

Advice

Service

Value

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

Need for finance advice

How has Rakhee Wood helped you?

By presenting clear choices and answering questions and concerns and explaining various options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Rakhee:

Thank you so much for taking the time to provide such as lovely review. I'm really pleased that I am helping you to make clear choices with your finances and that you feel comfortable sharing with me any personal challenges you may face. I feel we have built together a lovely long-term relationship over the years and it is my privilege to be a small part of your life. Best wishes, Rakhee

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Rakhee

Rakhee is a very approachable person. She is generous with her time and you can tell she really cares about her clients and has their best interests at heart. I continue to enjoy working with Rakhee and trust that she will help me find the best way to plan my finances for the future.

Rakhee:

Thanks so much for taking the time out to provide such a generous review. Is it true that I hold my clients best interests at heart and I'm pleased that this has come across to you in our limited dealings thus far. I am excited at the prospect of continuing to work with you in the future. Rakhee

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Rakhee

I had a consultation with Rakhee with regards to various pensions I had with previous employers. Rakhee was extremely helpful and very knowledgeable with the financial advice she provided to me.

Rakhee:

Thanks so much for taking time out of your day to deliver such as lovely review. I'm really pleased you found our meeting beneficial. If I can be of any help in the future please let me know otherwise I wish you all the very best! Rakhee

Review

by a verified client in Kent

a month ago

Overall

Advice

Service

Value

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

To invest some savings for future

How has Rakhee Wood helped you?

Very much with planning for the future and best way to do it

Have you seen the outcome you were hoping for?

It’s long term but going in right direction

What could they have done better?

Nothing

Rakhee:

Thank you so much for taking the time out to provide such an in-depth review and feedback of the services you have received from me. It's great to hear that you are confident that you are on track to meet your financial goals. Rakhee