Akbar Patel

ABA Wealth Solutions Limited

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 18 )

Pensions ( 4 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 13 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 2 )

£100k - £200k ( 4 )

£50k - 100k ( 1 )

Up to £50k ( 5 )

Client reviews

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

An opportunity to invest for a small monthly income

How has Akbar Patel helped you?

Discussed and understood my objectives and investment opportunity.

Have you seen the outcome you were hoping for?

Not yet, too soon to have seen the results.

What could they have done better?

Nothing immediately springs to mind. Very satisfied with my relationship with AKbar.

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

This review is a follow-up review from a client who left a review previously.

How has Akbar Patel helped you since your last review?

Continuously in contact and always available to answer any questions regarding the ups and downs of the market and possible reasons.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

Requiring a mortgage

How has Akbar Patel helped you?

Helped find the best lender that met our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing. Akbar was clear, honest and provided a fantastic service.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Looking for a support obtaining a mortgage as a first time buyer with minimal knowledge and experience in this area.

How has Akbar Patel helped you?

Obtained a mortgage offer and providing financial advice throughout the process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Being a first time buyer, had lot of queries and was confused which Bank I should be going through.

How has Akbar Patel helped you?

Akbar was quite informative and patiently answered to all our queries. He made our mortgage process hassle free. He kept me updated on regular stages during the mortgage process, also he kept chasing so that there were no delays in getting the mortgage offer approved. I got my mortgage offer approved within 15 days due to his promptness and efficiency. Value for money . Brilliant service I couldn’t speak any higher really happy would totally recommend Akbar for Mortgages.

Have you seen the outcome you were hoping for?

Yes because of his promptness and quick service, regular updates, Mortgage was processed in no time without any hassle.

What could they have done better?

Could not ask for any more, he was just excellant.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

First time buyers looking for a mortgage

How has Akbar Patel helped you?

Akbar informed us what mortgages would be available to us as first time buyers with the amount of deposit we had saved. He then found us the best offer available for our mortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Akbar was very friendly, helpful, knowledgeable and prompt with answering any questions we had. Very pleased with the service he provided.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

Buying a house

How has Akbar Patel helped you?

He went above and beyond with his resourcefulness and willingness to help

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

I needed advice on savings

How has Akbar Patel helped you?

By suggesting suitable investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

Purchasing our first home.

How has Akbar Patel helped you?

Akbar was confident he could help us get a mortgage which gave us confidence in him. He was always on the end of the phone for any questions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, Akbar has been amazing.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Akbar

Akbar was very helpful in terms of speaking and was able to give us a vision what we can get with our options.

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

This review is a follow-up review from a client who left a review previously.

How has Akbar Patel helped you since your last review?

Akbar recently assisted me with exploring my pension. Determined to provide the best level of service when he said he was going to do something - it was done instantly! He was very responsive throughout the entire process. I highly recommend anyone who is looking to explore there pension options to get in touch with Akbar.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Akbar

Akbar provided very interesting insights and suggestions. Great experience, I recommend!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Wanting a mortgage to buy a property to let.

How has Akbar Patel helped you?

Almost instant response to e mail. Met us personally at a time convenient to us at a weekend. Organising a mortgage. Has given personal advice and assistance regularly updating us with relevant information.

Have you seen the outcome you were hoping for?

Should all be completed in another week

What could they have done better?

Nothing !

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Akbar

Akbar was very professional, approachable and extremely knowledgeable in his field. Akbar gave advice efficiently and speedily. I will definitely use Akbar's services in the future.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Akbar

Akbar is a consummate professional with a wealth of expertise and experience. He is friendly, approachable, transparent, clear and helpful. A brilliant broker! Would recommend him to anyone and everyone.

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Akbar

Akbar was very professional but also friendly and keen to work hard for a good outcome.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

I wanted to start a private pension, having not paid into a pension for 2 years since starting my own business. I also wanted to start investing some money to make the most of my current pot of savings . I looked on the government's Money Advice service and found Akbar, so I was already under clear of his independence and ratings.

How has Akbar Patel helped you?

We had a couple of online meeting where Akbar assessed my needs and risk aversion - He came across as knowledgeable and trustworthy, and explained things in a way which made the process comprehensible for me, as a relative newcomer to financial investment. He has set up a Pension and Investment plan, which we will review annually.

Have you seen the outcome you were hoping for?

I have seen the investment portal and now wait for the results over the next year.

What could they have done better?

I did not have a previous financial advisor

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Akbar

Akbar was very friendly and easy to talk to. His communication was clear and insightful, and he also worked around my availability which was helpful.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking to transfer my mortgage for a better rate, and decided the help of a mortgage advisor would be ideal in searching the entire market for the best one.

How has Akbar Patel helped you?

He was very understanding of my situation, and was very professional throughout our contact. He made the whole process from start to finish very easy and explained all the different parts very well.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing I can think of, he was very good.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Money sat in bank accounts with little interest.At first bank arranged interview with Financial advisor.

How has Akbar Patel helped you?

Mr Patel took me through all aspects of how to invest my money to get the best return.

Have you seen the outcome you were hoping for?

Yes although I fully understand that the markets can be volatile.

What could they have done better?

I do not think Mr Patel could have done anything different or better.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Akbar

Akbar has been very helpful, clear with his explanations and careful to provide the full picture. He has always acted in a professional manner

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Akbar

Akbar provided excellent advise and I would strongly recommend him to anyone wanting to understand their financial situation more clearly. He was precise and fast and we resolved my issue. Would recommend to anyone seeking advise.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

My partner ans I were looking for a mortgage.

How has Akbar Patel helped you?

He managed to find and facilitate a mortagage in a timely manner where we were struggling to find a provider ourselves as many providers would not see PHD stipend as a source of funds.

Have you seen the outcome you were hoping for?

Yes, we got the mortgage that we wanted.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Warwickshire

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

Remortgage

How has Akbar Patel helped you?

Specific requirements according to personal circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None he’s a good person

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Akbar

Very pleasant and lovely phone call that left me with complete confidence and better understanding of my situation and what I need to do to achieve my financial goals.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Akbar

Great. Will use in future. Just had the initial conversation very knowledgeable.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Remortgaging after separation.

How has Akbar Patel helped you?

Sorting life insurance

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Akbar

Akbar is highly professional and very helpful. Would definitely recommend his services. All ?

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Devon

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

To arrange mortgages

How has Akbar Patel helped you?

Arranged Mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Really good service.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Warwickshire

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

As a PhD student I found it incredibly difficult to secure a mortgage directly so I sought out a mortgage broker.

How has Akbar Patel helped you?

He not only found us a mortgage, but also chased the lender relentlessly throughout the coronavirus crisis to make sure that everything was proceeding as fast as possible.

Have you seen the outcome you were hoping for?

We have a mortgage and are using it to buy a house, best outcome possible

What could they have done better?

There is really nothing he could have done better, he not only got us a mortgage, but also gave advice and guided us through the entire purchasing process

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

Mortgage

How has Akbar Patel helped you?

Helped me choose the mortgage that suits me best, went through my application step by step and thoroughly explained everything.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

First time buyer

How has Akbar Patel helped you?

Akbar has provided a brilliant service and if i wasnt sure about anything he would answer any questions i have and always gets back to you fast

Have you seen the outcome you were hoping for?

mortgage offer has been provided so yes

What could they have done better?

n/a

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Herefordshire

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

I wanted to discuss retirement options and my savings.

How has Akbar Patel helped you?

Akbar understood my needs and gave me appropriate advice. He had a professional manner and was very helpful.

Have you seen the outcome you were hoping for?

Yes. Very satisfied with the service I received.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Dissatisfied with existing mortgage broker

How has Akbar Patel helped you?

He did everything that I asked of him without any fuss.

Have you seen the outcome you were hoping for?

Yes I have and more.

What could they have done better?

He has been eccellent and I could not have asked for more.

Akbar's reply

Thanks. I'm glad I lived up to your expectations and appreciate your review.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Inheritance

How has Akbar Patel helped you?

Advised on best way of investing the money in stocks and shares isa.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Akbar kept us informed to the best of his ability.

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with Akbar

Akbar was very helpful and took time to explain my various options open to me. I ma waiting to decide whether to proceed with his services or not but he made a good first impression.

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with Akbar

He have given me an honest great advice on how to improve my pension

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

I wanted to provide money outside my estate to help pay inheritance tax when I die

How has Akbar Patel helped you?

Akbar proposed and set up a loan trust for me

Have you seen the outcome you were hoping for?

It has just been opened but I believe that it will addfess my issue

What could they have done better?

I can't think of anything

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Via our Bank

How has Akbar Patel helped you?

Akbar was very friendly and able to explain the products that we were looking at in a very clear and concise way.

Have you seen the outcome you were hoping for?

Yes, to date we have been very happy with the return.

What could they have done better?

Happy with the advice

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Retirement from full time employment

How has Akbar Patel helped you?

Provided advice on the products & options available to him (Constrained by his employment circumstances on the first series of engagements and less so in subsequent engagements)

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Given the circumstances at the time, I felt we were getting good & appropriate advice knowing it was from a limited set, though comparing it to other advice provided via my employer / pension provider. I particularly appreciated the openness to discussing fees and implicattions of decisions

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Circumstances occurred permitting me to invest some monies.

How has Akbar Patel helped you?

Akbar advised me and guided me in what I should do and the investments that I should make.

Have you seen the outcome you were hoping for?

Everything has been arranged exactly as we discussed.

What could they have done better?

As my financial advisor I think that Akbar has done everything that was wanted and required. His ability to keep connected to his client has been invaluable.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Lancashire

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

Second mortgage

How has Akbar Patel helped you?

Advice on early repayment and financial planning

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Required a comprehensive review of my finances, mortgage, insurances and advice on options for investment

How has Akbar Patel helped you?

From the initial meeting Akbar impressed with his very objective outlook and was extremely thorough in asking questions, listening and probing further to fully understand my financial position and personal objectives. He was most professional and knowledgeable and gave excellent advice. I thoroughly recommend him as an outstanding IFA.

Have you seen the outcome you were hoping for?

Absolutely. I felt valued as an important client with my own unique individual and specific circumstances / needs which were met beyond my expectations.

What could they have done better?

Overall I was extremely satisfied with Akbar’s level of knowledge and experience and found him very personable. He could not have done any more to help me make the right decision about my finances.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

I recently retired and had received advice from many sources including banks and government agencies. I was looking for independent advice that focused on my needs now and in the future. Akbar was extremely professional and comprehensively covered all subject matter expertly. I have been exceptionally pleased with all the advice and information that he has provided.

How has Akbar Patel helped you?

With each area I wanted covering from pensions, annuities and investment Akbar provided comprehensive advice and figure work; whilst also fully covering any possible downsides as well as the benefits.

Have you seen the outcome you were hoping for?

Very much so. His advice provided the outcomes that were anticipated and have provided the incomes that we wanted.

What could they have done better?

You know I can honestly say that there is nothing that I would ask Akbar to improve in the services that he provided us. He is an exceptionally trustworthy individual who is extremely pleasant to do business with.