Gurveer's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 10 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£200k - £500k ( 4 )
£100k - £200k ( 8 )
Up to £50k ( 4 )
£50k - 100k ( 3 )
Review
by a verified client in Worcestershire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To safe guard funds for family
How has Gurveer Atwal helped you?
Mainly clarity of what I could do with pension
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
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting close to retirement age and required professional help
How has Gurveer Atwal helped you?
Due to Gurveer vast knowledge he has advised me what to do with my two current pensions
Have you seen the outcome you were hoping for?
Defiantly yes
What could they have done better?
To be honest Gurveer has done the best for me
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i was retiring and needed advice on my pensions
How has Gurveer Atwal helped you?
Gurveer helped with my pensions gave advice and more importantly listened
Have you seen the outcome you were hoping for?
yes i have all has gone well i can contact him if i have questions
What could they have done better?
i believe they do everything they can to put your mind at rest
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Turning 55 years of age and starting to explore my options with regards to early retirement.
How has Gurveer Atwal helped you?
Gurveer has helped me to invest money to try and make it work harder for me.
Have you seen the outcome you were hoping for?
I have started to invest with the plan to see returns in 3 to 5 years. I have seen some return with my initial investment.
What could they have done better?
The service and advice I have received so far is perfect.
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was aware that I may not be in the most profitable Pension scheme
How has Gurveer Atwal helped you?
By being open and transparent with his advice. Recognition of the best pension scheme.
Have you seen the outcome you were hoping for?
Early days, but confident I will.
What could they have done better?
Can't see any evidence.