Rakhee's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 21 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 2 )
£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.
First impression
by a VouchedFor user
8 hours ago
Overall
Please provide a brief comment about your experience with Rakhee
Rakhee & Jon were both phenomenal. Professional yet personal, knowledgeable and informative whilst catering for my specific needs. I would highly recommend Rakhee I was incredibly impressed thank you for you support.
First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Rakhee
Very helpful advice and really understood my issues
Review
by a verified client in Kent
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had received some money after my husband tragically passed away. I wanted to ensure that I invested the money wisely whilst also ensuring my pension was performing to the best of its ability.
How has Rakhee Wood helped you?
Rakhee has helped me in more ways than I could have ever imagined. My situation was always going to be difficult as I’m still very much grieving. Rakhee was kind, gentle and understanding to my situation. The questions were probing but delicately put but most importantly I trusted her within minutes that she totally understood what I desired. The plan that I received was detailed but clear with graphs to make the data easy to visualize and understand. Any questions I had were always answered clearly without too much jargon. I couldn’t have faulted her approach.
Have you seen the outcome you were hoping for?
Totally. I have no reservations at all and i'm extreamly pleased Rakhee will be working with me moving forward.
What could they have done better?
Absolutely nothing at all.
Review
by a verified client in Kent
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a financial adviser, but he was useless
How has Rakhee Wood helped you?
Rakhee has enabled my pension to grow much larger thanks to her expertise in ensuring that my invested money is always working hardest.
Have you seen the outcome you were hoping for?
Yes, however I wish I'd started earlier
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Rakhee
Rakhee responded to my enquiry immediately and was able to recommend a broker who has provided a great solution for us - very much appreciated
Rakhee:
Thanks so much for taking time out of your day to provide such a lovely first impressions review. It's great that you felt comfortable discussing your personal financial situation with me. I look forward to the prospect of working with you. Best wishes, Rakhee