Farzhana Khan

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

I'm a director of a small limited company and my accountant personally recommended Farzhana, specifically to advise about a director's private pension as a way to plan for the future.

How has Farzhana Khan helped you?

Despite having very little prior knowledge about financial investment, Farzhana helped me understand the different options and possible outcomes tailored to my personal circumstances. She made me feel at ease straight away and explained everything very clearly, making the decision process smooth and stress-free.

Have you seen the outcome you were hoping for?

I'm satisfied with my choice of product, investment amount and risk factor.

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

I was connected with her when my previous advisor retired

How has Farzhana Khan helped you?

Investment advice and financial planning

Have you seen the outcome you were hoping for?

yes

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

I was not keen on faceless companies managing my money with no contact but still taking fees.

How has Farzhana Khan helped you?

Great contact and communication. Understands what I am looking for and has guided accordingly.

Have you seen the outcome you were hoping for?

I’m at the early stages but advice has been great so far.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Farzhana

Farzhana is very knowledgeable, she came to my house and went through everything with me, explaining, without all the jargon, how my pension will work.

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

I was looking to transer my Final Salary pension into a private fund.

How has Farzhana Khan helped you?

Farzhana has consistently provided me with excellent advice and recommendations, and my pension pot as grown considerably as a result. She has always answered any financial questions which I have raised, and she ensures that we have regular progress meetings. I have had 3 previous financial advisors, and none of them have been as reliable or as focussed on my individual requirements as Farzhana. She is definitely good at her job.

Have you seen the outcome you were hoping for?

Absolutely. I couldn't have hoped for a better rate of pension growth. It has exceeded my expectations.

What could they have done better?

I don't think that there is much that Farzhana could really do better as she is already hitting all the right financial notes (literally).