Sharad's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 5 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
£50k - 100k ( 7 )
Up to £50k ( 2 )
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement on the horizon.
How has Sharad Champaneria helped you?
Advised what to do with a number of pensions of different types that I have (DB/DC).
Have you seen the outcome you were hoping for?
So far, so good.
What could they have done better?
Nothing. Sharad was helpful, thorough, professional and made a housecall to chat in person which was very much appreciated.
Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a few pension plans and was looking for a way to stop working.
How has Sharad Champaneria helped you?
He consolidated my plans into one pot and explained how it was possible to stop work.
Have you seen the outcome you were hoping for?
Yes, all going well
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Sharad Champaneria helped you?
Sharad helped at a difficult time and was extremely patient as well as knowledgeable.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To bring all my pensions together and give me advice
How has Sharad Champaneria helped you?
Sharad has given me sound advice on my financial situation
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Leicestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am reaching the age that I needed to sort my finances and pensions out
How has Sharad Champaneria helped you?
He advise me how to get the best out of my pensions for the long and short term.
Have you seen the outcome you were hoping for?
Yes he's advise as provided cash sum and long term savings
What could they have done better?
He gave me is best professional advise so would not change anything .