Akbar's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 18 )
Pensions ( 19 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 28 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 29 )
Financial Mentoring ( 10 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 11 )
Up to £50k ( 6 )
£50k - 100k ( 11 )
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 Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and investment
How has Akbar Patel helped you?
By giving sound professional advice, and he is a thoroughly nice chap
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Manchester
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Akbar Patel helped you?
Gives clear advise and is happy to clarify the situation when l ask questions.
Have you seen the outcome you were hoping for?
Akbar advised reallocation investments to improve investments.
Review
by a verified client in West Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Akbar Patel helped you?
Advised on tax efficient investment
Have you seen the outcome you were hoping for?
Too early to say
Review
by a verified client in Herefordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following a teachers meeting regarding early retirement I signed up to speak to an advisor.
How has Akbar Patel helped you?
Akbar has helped me to invest in a pension and save via an ISA. He has also advised me regarding my will.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Currently nothing. Akbar keeps in touch and looks at my current savings or disposable income, then advises me on options I may have. He also gives me time to consider my options before I make any decisions.
Review
by a verified client in Shropshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was planning to retire and needed advice on the next steps with my pension and investments.
How has Akbar Patel helped you?
Akbar has been absolutely marvellous! He has been patient when I have asked questions that were probably not needed, he has been sensitive when discussing family issues, he has always had the same approach- one of tact, patience and with a good sense of humour. I would highly recommend him to anyone who is looking for sensible and responsible advice.
Have you seen the outcome you were hoping for?
Yes I am very pleased with the outcome.
What could they have done better?
In my opinion he could not have done any better.