Govind's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Surrey
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pension advice
How has Govind Kapoor helped you?
Annual review and saving advice
Have you seen the outcome you were hoping for?
Ro soon to say
What could they have done better?
Nothing
Review
by a verified client in West Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited money.
How has Govind Kapoor helped you?
He has explained in detail my options. He gave me confidence to slightly up my risk factor.
Have you seen the outcome you were hoping for?
Too soon
What could they have done better?
Nothing
Review
by a verified client in Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited Shackleton from Skerritts previously Finch Financial
How has Govind Kapoor helped you?
Made me aware of my options and tax liabilities
Have you seen the outcome you were hoping for?
In the main there's no "outcome" only the continuation of investment growth
What could they have done better?
Nothing
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Govind
Clear explanation and straight forward dialogue.
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early Drawdown of pension funds
How has Govind Kapoor helped you?
He advised the most tax efficient method to receive funds. He explained why and took the trouble of securing support from colleagues. In the end I did not feel that these options were available to me for personal reasons, and I therefore proceeded with a pension drawdown. Govind took the time to understand why a drawdown was necessary and at least to understood my reasoning for my final course of action.
Have you seen the outcome you were hoping for?
I was fully informed at all stages and the drawdown was efficient and friendly. The income was what I was hoping for
What could they have done better?
It was not an issue but tax was deducted at a lower rate rather than the higher rate mentioned on the letter. I therefore received more funds but have a lower tax code for the remainder of 25/26 tax year.