Sharad's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 16 )
Auto Enrolment ( 1 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 5 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 7 )
Up to £50k ( 2 )
Review
by a verified client in Nottinghamshire
a month 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
a month 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
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of financial circumstances.
How has Sharad Champaneria helped you?
Sharad was extremely polite, patient and professional in terms of his approach and guidance. He gave us confidence in making long term decisions regarding our finances.
Have you seen the outcome you were hoping for?
Yes very much so.
What could they have done better?
Keep in regular contact, even when exploring various avenues, just to keep me in in the loop.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Rather than just keeping money in a Bank getting almost zero interest I was recommended by a friend to contact Sharad.
How has Sharad Champaneria helped you?
By in vesting my money to give me a reasonable return.
Have you seen the outcome you were hoping for?
Yes, and more.
What could they have done better?
Perhaps kept better track of my investments.
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?
Pensions with different companies consolidation so all in the same place
How has Sharad Champaneria helped you?
Moved all my pensions to one place to make the most from them
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing