Gurveer's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
( 1 )
Reviewers' assets
£200k - £500k ( 3 )
£100k - £200k ( 7 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in West Midlands
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest money in the best possible place
How has Gurveer Atwal helped you?
He was so easy to talk too, professional and talked me through any concerns or questions
Have you seen the outcome you were hoping for?
Yes invested money
What could they have done better?
Nothing excellent service by Gurveer
Review
by a verified client in Lincolnshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a large amount of spare capital to invest
How has Gurveer Atwal helped you?
By providing advice on how to invest the money via stocks and shares ISAs and other investment funds
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Staffordshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investment
How has Gurveer Atwal helped you?
Invested pension pot Pension advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Midlands
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away
How has Gurveer Atwal helped you?
He has helped me to understand about investing
Have you seen the outcome you were hoping for?
Don’t know yet
What could they have done better?
Nothing
Review
by a verified client in Worcestershire
24 days ago
Overall
Advice
Service
Value
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