Gurveer Atwal

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

Planning ahead for retirement as reach 50

How has Gurveer Atwal helped you?

Consolidate pensions and invest with a level of risk to better suit me

Have you seen the outcome you were hoping for?

Too early to assess

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

I am recently divorced and needed advice about a pension and also my settlement fund

How has Gurveer Atwal helped you?

Gurveer made it simple and easy to understand. I don't know about pensions/investments so I needed good advice

Have you seen the outcome you were hoping for?

It's a bit early to see results yet but everything has been put into action

What could they have done better?

Nothing. Gurveer is friendly and approachable

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

I am at the age where I needed pension advice and he came recomendef

How has Gurveer Atwal helped you?

He’s the best thing I have done all year

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Early retirement and need to move pensions into a fund to withdraw monthly etc

How has Gurveer Atwal helped you?

Consolidated all pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure of an answer to this as all good work so far

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

Better returns on savings and pension

How has Gurveer Atwal helped you?

Given clear advice on the way forward

Have you seen the outcome you were hoping for?

Yes