Gurveer Atwal

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

I sold my property in London and, after paying off all my dues, loans and credit cards, I was left with a small lump sum that I needed to invest before that too disappeared. As a skilled migrant in the Uk who has to pay astronomical sums to the government for visa fees and healthcare surcharges every 2 years; as a single mummy to two small girls who is not eligible for any support or reduced rates (e.g. in nursery fees); and as an underpaid and overworked academic working in the UK's faltering Higher Education sector, I do not have any savings or assets and am living on the breadline. Hence, it was really important that I found a financial adviser who was highly competent but also empathetic to my set of circumstances. I had contacted and met with 11 different financial advisers, but Gurveer stood out by far! A year on, I know for sure that I have made the right choice!

How has Gurveer Atwal helped you?

Excellent investments, a whole-person approach to customer service, and bespoke and personally tailored financial planning that not just takes account of my circumstance and struggles, but he always trying to come up with financial planning ideas that ease my difficulties in the short-term as well as long-term. Last but not least, Gurveer is able to explain everything in layman terms that I can comprehend.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing

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

Confusion and jargon used created uncertainty .

How has Gurveer Atwal helped you?

A reassuring manner Relaxing style Knowledge of product Speed of actions

Have you seen the outcome you were hoping for?

Too early to say but the indicators look promising

What could they have done better?

Everything was done well

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

New policies required for new services

How has Gurveer Atwal helped you?

He explored the different options available and compared and sourced the most cost-effective and financially suitable companies and products for us to use. He has been very thorough when comparing different policies for consideration and always responds to messages sent to him in a friendly manner. He is also very flexible when arranging meetings offering different methods via phone, MS Teams in person, daytime or evening, which is very helpful and convenient to us.

Have you seen the outcome you were hoping for?

Yes, new policies are now in place.

What could they have done better?

Nothing.

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

Differences with our previous adviser

How has Gurveer Atwal helped you?

He is very thorough his questioning ,He appears to be very knowledgeable and is an attentive listener .He is willing to answer questions and prompt at getting back to us if we have any queries.

Have you seen the outcome you were hoping for?

As a new adviser we are looking to see where we are after a few months .

What could they have done better?

Waiting to see the results in the next few months.

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

I felt it was time to retire after 51 yrs of working Without a break , I had 4 pensions and wanted advice on what to do with them and could there be enough in the pot to actually retire from paid work for life

How has Gurveer Atwal helped you?

Great advice with dealing with the 4 pensions and the companies soughting out all the paper work calling round to my house a face to face meetings, also a text or email always gets a fast return answer Thankyou Gurveer much appreciated

Have you seen the outcome you were hoping for?

? % and more I am Now set up for a Happy Retirement Long into the future

What could they have done better?

Thats a Hard question tbh ? , I'm struggling to think of anything tbh , we have had emails , texts , chats , forms filled in together So sorry can't think of anything