Amer's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 1 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
( 1 )
Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial assistance
How has Amer Nazir helped you?
Guided us through the pension options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Minimisation of tax liability for Corp tax/CGT and personal taxable income as well as the need to set up a managed SIP
How has Amer Nazir helped you?
Advised on the most efficient method to set up SIP to minimise liabilities
Have you seen the outcome you were hoping for?
Yes and it was squeezed into the same tax year too!
What could they have done better?
Nothing
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our business was growing and we needed more sophisticated financial planning
How has Amer Nazir helped you?
Amer has set up our ISA and pension based on our needs and future plans, he has saved me hundreds of pounds in fees and increased premiums we would be paying in life insurance policies. He has also signposted the family to specialist advisors and brokers as and when we enquired.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Middlesex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking retirement
How has Amer Nazir helped you?
Sound advice in terms of managing my pension decisions which have worked out very well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure really as everything has been going well so far
Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
poor advisor prior
How has Amer Nazir helped you?
all financial ways
Have you seen the outcome you were hoping for?
yes 100%
What could they have done better?
nothing