Ketan's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 7 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Ketan
Very professional and informative, he cleared up several queries and clarified things for us. We recommend him.
Review
by a verified client in Kent
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to invest for retirement
How has Ketan Patel helped you?
He contacted us when previous financial companies we were referred to didi not. He explained fully any recommendations he thought appropriate and arranged them for us which has smplified our inveswtments and kept them all in line with our requirements. He has always been pleasant to deal with and always approachable.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing that we are aware of ...
Review
by a verified client in Oxfordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ketan Patel helped you?
His risk assessment and suggestion for how to split the pension have been spot on.
Have you seen the outcome you were hoping for?
Not yet - the market has not been conducive to withdrawals.
What could they have done better?
Nothing.
Review
by a verified client in Oxfordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to create a pension scheme to purchase our office
How has Ketan Patel helped you?
Ketan has given us sound advice and has investigated pension questions and options very thoroughly and has been very helpful.
Have you seen the outcome you were hoping for?
SIPP pension schem set up and running, the associated property purchase is nearing conclusion
What could they have done better?
Nothing comes to mind
Review
by a verified client in Kent
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to ensure that our financial planning was appropriate for our needs
How has Ketan Patel helped you?
He is professional, courteous and provides the support and guidance we require. He is fully conscious of our requirements and provides assistance and recommendations to suit our needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We have yet to experience any shortcomings in the service provided