Chate's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 14 )
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 ( 10 )
£100k - £200k ( 8 )
Up to £50k ( 4 )
£50k - 100k ( 8 )
Review
by a verified client in Essex
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice as to the best way to utilise my pension;
How has Chate Dosanjh helped you?
Listened and planned accordingly
Have you seen the outcome you were hoping for?
Not yet as nothing has been fully processed yet
Chate:
Hi Mr F, Thank you for the 5-star rating! I am thrilled to know that you valued my service and grateful to have you as a valued client. 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. Achieving your objectives, is a measure of my success. 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 07970 773456Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed money from pension.
How has Chate Dosanjh helped you?
He explained everything clearly, keeps me updated as is very efficient.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Chate:
Hi Mr H! 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. I look forward to our next meeting :) Kindest Regards Chate Dosanjh Independent Financial Adviser Arcus Wealth Ltd 07970 773456Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on my existing pension due to a change in circumstances.
How has Chate Dosanjh helped you?
Chate has helped find a more suitable pension for me. He explained everything thoroughly and in layman’s terms.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
Nothing at all
Chate:
Hi Ms A, Thank you so much for taking the time to review my service! We are so grateful for your kind words and 5-star rating! we work hard to ensure every new or existing client has the right outcome. If there’s anything else we can do to make your next financial meeting even better, please let us know. Meeting clients' financial objectives is my primary purpose and I would like to thank you for trusting me with your financial needs. I look forward to our next meeting :) Kindest Regards Chate Dosanjh Independent Financial Adviser Arcus Wealth Ltd 07970 773456Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to combine a couple of my pensions and take a tax free lump sum. I needed a financial adviser to do this as I had a pension that could not be moved until seeking advice.
How has Chate Dosanjh helped you?
His advice was greatly appreciated, I was looking to do something different but he helped me take another route which would benefit me in the long term.
Have you seen the outcome you were hoping for?
Yes i have, I am in the final stages of the process.
What could they have done better?
Nothing really, all has gone to plan
Chate:
Hi Ms S, Thank you so much for taking the time to review my service! 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 meet your financial goals :) Kindest Regards Chate Dosanjh (and Manj) Independent Financial Adviser Arcus Wealth Ltd 07970 773456Review
by a verified client in Outside UK
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had been made Trustees in a Will Trust and needed to find a way to invest the money that met the requirements of the Trust and the needs of all the beneficiaries.
How has Chate Dosanjh helped you?
Chate helped to clarify our fiduciary responsibility and explore our options. He researched the market and recommended a course of action, then helped us execute it.
Have you seen the outcome you were hoping for?
We are happy with the outcome.
Chate:
Hi Mrs B, Thank you for the 5-star rating! I am thrilled to know that you valued my service. Trusts are complicated but I will remain on hand to continue to support you! 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 would appreciate an introduction. 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 Arcus Wealth Ltd 07970773456