Sharad's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 1 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 5 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 10 )
£100k - £200k ( 1 )
£50k - 100k ( 7 )
Up to £50k ( 2 )
Review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having recently taking redundancy having worked non stop for 39 years, I wanted to move into semi-retirement.
How has Sharad Champaneria helped you?
Gave me expert advice on what to do with the two pensions I had accrued from the two jobs I had done during my working life. He is now in the process of combining the pensions into one to provide we with a regular monthly income.
Have you seen the outcome you were hoping for?
Yes. Everything has been fully explained and documented for me. Sharad explained things very clearly as we went through the process. Looking forward to continuing the relationship as he manages my investments.
What could they have done better?
Nothing.
Review
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised by another advisor to look at annuities across the whole of market (something which he couldn't do). Unbiased.co.uk put me in touch with Sharad
How has Sharad Champaneria helped you?
We have consolidated my pensions into one place in an easy to understand scheme which gives me an income below the income tax threshold and should over time reduce my inheritance tax liability
Have you seen the outcome you were hoping for?
Short term yes, I will shortly be receiving an income from my pension. Long term this should reduce my income tax liability.
Review
by a verified client in Leicestershire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Sharad Champaneria helped you?
Fully understanding my requirements
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Nottinghamshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to see if I could get a better return on my pension savings as I wanted to start drawing my pension.
How has Sharad Champaneria helped you?
He has found me an annuity provider with a much better annual income than the one where my savings had been invested.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Bedfordshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial circumstances had changed
How has Sharad Champaneria helped you?
Advised us with the best company to invest in as per our circumstances which has given us a better oulook for our retirement and financial security.
Have you seen the outcome you were hoping for?
Yes we have..
What could they have done better?
Better communication