Vikram Kasbia

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

We were looking to take control of our finances in particular with planning for retirement.

How has Vikram Kasbia helped you?

Vikram speaks with great knowledge of the products he believes are suitable to your needs. He listens and understands your requirements as individuals and tailors advice accordingly.

Have you seen the outcome you were hoping for?

We are extremely happy with everything Vikram has helped us with and have absolutely no hesitation in recommending him to others.

What could they have done better?

Absolutely nothing. He is extremely knowledgeable in all aspects of financial planning and such a friendly gentleman too.

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

As a business owner, I wanted to ensure that I was effectively planning for my future and my pension.

How has Vikram Kasbia helped you?

Vikram took over my investments with SJP from another adviser. He has continued to ensure that those investments have continued to be most suited and also helped with new investments, including setting up a trust.

Have you seen the outcome you were hoping for?

The investments globally have all fallen recently but this is not a reflection on Vikram or SJP. The performance has usually been excellent. Vikram has always kept me informed and been very responsive to any queries that I have had.

What could they have done better?

Nothi g

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

Sale of a business

How has Vikram Kasbia helped you?

Helped me with various pension schemes . Financial/ retirement investments/ planning.

Have you seen the outcome you were hoping for?

Yes .

What could they have done better?

Nothing Vikram has been fantastic in every area and an absolute pleasure to deal with

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

Nearing retirement and wanted to make my small portfolio work the best it could to meet my goals.

How has Vikram Kasbia helped you?

All of the above but still work to be done

Have you seen the outcome you were hoping for?

Not yet, early days

What could they have done better?

Nothing at this time

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

I wanted expert advice on my pensions and savings.

How has Vikram Kasbia helped you?

Vikram managed my full wealth portfolio and advised pensions and savings.

Have you seen the outcome you were hoping for?

The outcome has been better than I had hoped for, Vikram has made a considerable gain on my pensions. I have recommended him to my close friends and would highly recommend anyone to engage with him if they were looking for expert financial advice.

What could they have done better?

I can’t think of anything.::