Gurveer's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 2 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 6 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£200k - £500k ( 8 )
£100k - £200k ( 8 )
Up to £50k ( 5 )
£50k - 100k ( 6 )
Review
by a verified client in Worcestershire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire
How has Gurveer Atwal helped you?
Get a better understanding of my financial situation
Have you seen the outcome you were hoping for?
So far, so good.
What could they have done better?
Nothing at present
Review
by a verified client in Worcestershire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not understanding my pension
How has Gurveer Atwal helped you?
Found the best way to invest my pensions and my money until I retire
Have you seen the outcome you were hoping for?
Only just started
Repeat review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gurveer Atwal helped you since your last review?
The same great advice with a friendly outlook.
Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Gurveer Atwal helped you?
Provided an excellent sustainable retirement plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at this stage
Repeat review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gurveer Atwal helped you since your last review?
Move funds to a pension with monthly withdrawals