Kanishk's reviews
Reviewed for
Insurance and Protection ( 31 )
Mortgages ( 8 )
Pensions ( 39 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 12 )
Auto Enrolment ( 1 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 12 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 18 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 13 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure my financial plans were heading in the right direction.
How has Kanishk Swarup helped you?
Kanishk performed a thorough check of my financial situation as it stands today. He then proactively suggested the possible routes my wife and I could take. One thing that stood out was his ability to understand my family dynamics - this was key in laying out a path that would truly make a difference to our future.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
Kanishk:
Thank you so much for your kind words. I'm really pleased to hear that you found our conversations both thorough and thoughtful. Understanding your family dynamics was key to shaping a plan that fits your values and long-term goals—not just your finances. It’s been a real pleasure working with you, and I look forward to continuing our journey together.Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just trying to figure out how to manage my expenses in a more disciplined manner and thinking that expert advise would be much better than me trying to sort things out on my own
How has Kanishk Swarup helped you?
Kanishk helped me work through all my different pots of finances in various places, how to consolidate them and think about them holistically. Most importantly, being disciplined about letting money work for me rather than it sitting dormant.
Have you seen the outcome you were hoping for?
I have full faith that Kanishk has my best interest at heart and I happily follow the advise that he provides
Kanishk:
Thank you. It’s been a pleasure helping you bring everything together and think about your finances in a more strategic, empowering way. I’m especially glad that the shift toward proactive financial discipline has made an impact. Here’s to your money continuing to work hard for you!Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some clarity and guidance on how to better manage my finances, plan for the future, and make smarter investment decisions. I felt like I needed an expert to help me navigate it all.”
How has Kanishk Swarup helped you?
Kanishk has been fantastic. He really took the time to understand my goals and came up with clear, practical advice. He’s made financial planning feel so much less overwhelming and helped me feel more in control of my money.”
Have you seen the outcome you were hoping for?
Yes definitely.
Kanishk:
Thank you for such a generous review. I'm really glad to hear that the process felt clear and empowering for you—that's exactly what I aim for. Helping you feel more in control and less overwhelmed is a big win, and I’m excited to keep building on the strong foundation we’ve set.Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had just got redundant & need advice on what my options were.
How has Kanishk Swarup helped you?
He explained what my options were & never to busy to explain things in plain English.
Have you seen the outcome you were hoping for?
Yes where happy with the outcome.
What could they have done better?
Contact more than ever 6 months
Kanishk:
Thank you—it means a lot to hear that. Making financial decisions can be daunting, and I firmly believe that clarity and accessibility are key. I’m always here to help break things down and make sure you feel confident in every step.Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away and I needed support with my finances.
How has Kanishk Swarup helped you?
Kanishk Swarup has been instrumental in helping me navigate my financial goals with clarity and confidence. His tailored advice, deep understanding of financial markets, and proactive approach have provided me with a clear path to secure and grow myself and my husbands wealth and explains every step along the way, including investments and will writing.
Have you seen the outcome you were hoping for?
So far everything has been good!
Kanishk:
I truly appreciate your thoughtful words. It’s been an honour to support both you in shaping a plan that feels right for your future. I'm especially pleased that the clarity and structure we've built together have brought you confidence and peace of mind. Here's to continued progress and growth!