Allay Mohan

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

We had a lot of different pensions and wanted to understand them & transfer them all to one place.

How has Allay Mohan helped you?

Allay helped us to understand our pensions & arrange to transfer the ones that would be most useful transferred and the leave the others ones in place. We now understand where our pensions are & our financial position looking forward to retirement.

Have you seen the outcome you were hoping for?

Yes, we can now track our pensions and know where they are now. He also advised us about health insurance.

What could they have done better?

I dont have any comment for here I think Allay reassured us and helped us very well.

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

I had a very bad experience with a previous financial adviser.

How has Allay Mohan helped you?

When I contacted Allay I had no idea what to do about my investment. It was in a sipp that was not making any money. Allay gave me good excellent advice on transferring and investing my money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No. I have been very pleased with how Allay has dealt with my investment.

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

To sort out all financial situations that I had

How has Allay Mohan helped you?

The advice given I felt was second to none

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t think he could have done any better for me

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

Required advice on how best to proceed regarding a final salary pension

How has Allay Mohan helped you?

Allay explained fully the pros and cons regarding the transfer if we were to proceed in a way that we understood and any risks involved.

Have you seen the outcome you were hoping for?

The outcome would appear to be more beneficial that what we had hoped for.

What could they have done better?

As far as we are aware Allay processed the transfer in a speedy time as possible which was not helped due to the Covid 19 pandemic which slowed things down considerably.

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

Pension Access

How has Allay Mohan helped you?

Reviewed all documentation and was clear and concise in his recommendations. The actual transfer process took longer than I expected but I assume this was because the country had just gone into lockdown due to the Coronavirus.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perfectly happy with the service Allay gave.