Kafai's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 5 )
Pensions ( 149 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 81 )
Auto Enrolment ( 2 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 12 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 44 )
Financial Mentoring ( 12 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 12 )
£100k - £200k ( 26 )
( 2 )
£50k - 100k ( 35 )
Up to £50k ( 33 )
Review
by a verified client in Renfrewshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Over all i was happy with all sdvise i got and felt looked after and given good advise we covered all options and was given help and advise to going forward i would strongly recommend kafai to anyone in future happy overall
How has Kafai Wong helped you?
He was helpfull had good advise covered all options and was great to help me decide best options
Have you seen the outcome you were hoping for?
I have got all i was told i would get and proccess went smoothly and felt comfatable with kafai the whole way through i couldnt faullt his help at all
What could they have done better?
Nothing i can think of
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I came into some money and wanted to invest it
How has Kafai Wong helped you?
Gives advice on where to invest in order to keep up with inflation, as well as advice on retirement planning and inheritance tax.
Have you seen the outcome you were hoping for?
Yes, Kafai has a good grasp of what options are doing well and how current events might affect things financially.
What could they have done better?
Nothing
Review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The previous provider was going to make changes on my investment portfolio, but I wasn't very happy with their services or their financial advisor either. I remembered Kafai helped me to sort out my retirement pension in 2021 and his services and the outcome were very satisfactory.
How has Kafai Wong helped you?
He was very knowledgeable and helpful. He listened to me very patiently and seems to have understand my circumstances and requirements very well. His advice and explanations were also clear without too many financial jargons. He kept me informed well via phone or text messages and was very punctual.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
n/a
Review
by a verified client in Stirlingshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Restart pension contributions
How has Kafai Wong helped you?
Great advice
Have you seen the outcome you were hoping for?
Early days
What could they have done better?
N/A
Review
by a verified client in Lanarkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am self employed and wanted someone to speak to face to face. Kafai has been great with his helpful advice on all financial matters that I was worried about. I have no hesitation in recommending Kafai as my financial adviser.
How has Kafai Wong helped you?
Pension plans and funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No problem’s everything very straightforward. All signed face to face.