Dipen Tanna

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

Wanted a way to Invest my money that was simple to manage as well as giving a good return.

How has Dipen Tanna helped you?

Helped me invest my money and gain a better understanding of financial planning.

Have you seen the outcome you were hoping for?

Yes, slowly but surely.

What could they have done better?

Keep doing what you're doing!

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

Needing to organise my finances and pension planning

How has Dipen Tanna helped you?

Massively in terms of how to manage and invest savings

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nil

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

To plan long term and for financial security if something was to happen, the family would be looked after

How has Dipen Tanna helped you?

Really knowledgeable, really outgoing and tailored the plans according to our needs and held conversations with us regularly throughout the process even in his own time, very professional and very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a - great service

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

I initially needed an advisor as I wanted to diversify and see how I could get the most out of my money.

How has Dipen Tanna helped you?

Dipen has helped us so much and helped us gain knowledge on how to better manage my pension as well as advice with my current finance situation and being a blessing to work with I highly recommend him.

Have you seen the outcome you were hoping for?

Yes and I have further plans in the pipeliine with him

What could they have done better?

NA

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

I wanted to consolidate my pensions as much as possible

How has Dipen Tanna helped you?

Dipen was able to locate all of pensions from various emoyers over the years and consolidated into a better performing fund where appropriate and left in situ where it was not.

Have you seen the outcome you were hoping for?

Yes i have a much better idea of my pension fund and can easiky access it and of course it is performing better too

What could they have done better?

Nothing Dipen is the consummate professional