Chate's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 51 )
Retirement income (annuities, drawdown) ( 27 )
Auto Enrolment ( 1 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 12 )
£100k - £200k ( 9 )
Up to £50k ( 4 )
£50k - 100k ( 10 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Essex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My private pension was originally set for a 60 year age retirement and I was not sure what to do as regards the options for my pension plan when the retirement date was reached, and was advised by Aviva to seek financial advice via unbiased.co.uk for an Independent Financial Adviser. Blue Moon Wealth Ltd. was suggested.
How has Chate Dosanjh helped you?
Chate was extremely helpful and discussed in length the options available to me. He went through in great detail, what was available option-wise for me, to suit my current financial situation and projected options. He did not rush the meetings and was more than happy to take time to answer any questions I had.
Have you seen the outcome you were hoping for?
Absolutely. I am more than satisfied with the plan that Chate has made for me.
What could they have done better?
Nothing.
Review
by a verified client in Essex
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To sort my pension
How has Chate Dosanjh helped you?
Chate was very helpful and knowledgeable
Have you seen the outcome you were hoping for?
Yes sort me out quickly and efficiently nothing
Chate:
Hi Mr S Thank you for the 5-star rating! I am thrilled to know that you valued my service. Your feedback motivates me to continue providing exceptional service to all new and existing clients! Achieving your objectives, is a measure of my success. Kindest Regards Chate Dosanjh (and Manj) Independent Financial Adviser Blue Moon Wealth Ltd 07970 773456Review
by a verified client in Hertfordshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a adviser to make sure I was on the right track for my retirement.
How has Chate Dosanjh helped you?
He listened to my requirements and my budget and found the right scheme for me.
Have you seen the outcome you were hoping for?
I’m happy with the outcome.
What could they have done better?
To be honest I don’t no.
Chate:
Hi Mr G, We are so grateful for your kind words and 5-star rating! Our team works hard to ensure every new or existing client has the right outcome. Ultimately, achieving your objectives, is a measure of my success A core part of my business is via word of mouth and if you believe that anybody else will also benefit from my services, please do get back in touch or pass on my details. I look forward to our next meeting and working with you to meet your financial goals :) Kindest Regards Chate Dosanjh (and Manj) Independent Financial Adviser Blue Moon Wealth Ltd 07970 773456Review
by a verified client in London
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pension with royal London that was separate from my main pension I wanted to take a lump sum and invest the rest in a different drawdown pension.
How has Chate Dosanjh helped you?
He discussed my circumstances and helped me find the right product for my circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing he done everything I wanted him to do .
Chate:
Hi Mr M, Thank you for the 5-star rating! I am thrilled to know that you valued my service. Your feedback motivates me to continue providing exceptional service to all new and existing clients! Meeting clients' financial objectives is my primary purpose and I would like to thank you for trusting me with your financial needs and for the kind words you have shared. A core part of my business is via word of mouth and if you believe that anybody else will also benefit from my services, please do get back in touch or pass on my details. I look forward to our next meeting and working with you to meet your financial goals :) Kindest Regards Chate Dosanjh (and Manj) Independent Financial Adviser Blue Moon Wealth Ltd 07970 773456Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and needed advice about my pension options
How has Chate Dosanjh helped you?
He has provided advice and suggested a course of options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am fully happy with the service provided
Chate:
Hi Mr P, Thank you for the 5-star rating! I am thrilled to know that you valued my service. Your feedback motivates me to continue providing exceptional service to all new and existing clients! Meeting clients' financial objectives is my primary purpose and I would like to thank you for trusting me with your financial needs and for the kind words you have shared. A core part of my business is via word of mouth and if you believe that anybody else will also benefit from my services, I genuinely will appreciate an introduction. I look forward to our next meeting and working with you to continue meeting your financial goals :) Kindest Regards Chate Dosanjh (and Manj) Independent Financial Adviser Blue Moon Wealth Ltd 07970 773456