Kafai's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 5 )
Pensions ( 152 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 83 )
Auto Enrolment ( 2 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 12 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 45 )
Financial Mentoring ( 12 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 13 )
£100k - £200k ( 26 )
( 2 )
£50k - 100k ( 35 )
Up to £50k ( 34 )
Review
by a verified client in Dunbartonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for someone to advise and help us with one of our pensions
How has Kafai Wong helped you?
Kafai helped us access funds and went through all the options open to us
Have you seen the outcome you were hoping for?
Yes went smoother than anticipated
What could they have done better?
Nothing
Review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement approaching
How has Kafai Wong helped you?
Given excellent pension and financial advice. I had no understanding of pensions and now feel much more confident,
Have you seen the outcome you were hoping for?
Yes and more.
What could they have done better?
Nothing.
Review
by a verified client in Perthshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had 2 policies with Prudential for years but was unsure what to do with them as I approached retirement.
How has Kafai Wong helped you?
Kafai met with me and explained how these policies were performing and how to plan for the future. He explained things in understandable terms and made my future planning easier to navigate.
Have you seen the outcome you were hoping for?
Yes my policies have been monitored by Kafai and ongoing advice has been invaluable. As I approach retirement I have had every confidence in Kafai's advice and have found him approachable and professional.
What could they have done better?
Nothing.
Review
by a verified client in Renfrewshire
3 months 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
4 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