Dinesh's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 9 )
Pensions ( 65 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 12 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Newport
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term investments
How has Dinesh Bharwani helped you?
Identified good companies with a good track record
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Avoid downturns in economy and markets but they are not infallible
Review
by a verified client in Cardiff
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As always Dinesh explains pension terminology well which makes any decisions I have to make so much clearer & concerted
How has Dinesh Bharwani helped you?
The manner in which Dinesh communicates is diverse He is brilliant at adapting his vocabulary and expertise to the needs of his clients Especially older NHS clients like me
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
The only suggestion I would make is that Dinesh could base his explanations on questions asked Although his comprehensive approach has made it easier for future questions
Review
by a verified client in South Yorkshire
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dinesh Bharwani helped you?
To understand the levels of risk with investments and ensure my money is working at a risk level I am happy with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cardiff
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
McCloud pensions remedy
How has Dinesh Bharwani helped you?
He explained everything, made the process simple and less stressful
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Not applicable as all was done very well
First impression
by a VouchedFor user
2 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Dinesh
Dinesh is an excellent financial adviser - knows everything that is to know about NHS Pension . He provides trustworthy advice on investment. And he is a top guy as well
Dinesh:
Thanks Raja for the feedback. Best Wishes, Dinesh