Sanjay Gambhir

What were the circumstances that caused you to initially look for an adviser?

Invest

How has Sanjay Gambhir helped you?

With all aspects

Have you seen the outcome you were hoping for?

Only starting

What could they have done better?

?

What were the circumstances that caused you to initially look for an adviser?

Needing advice on our pensions and the retirement options available

How has Sanjay Gambhir helped you?

Sanjay has explained our options very clearly during several meetings and provided sound advice for our future retirement. He has organised everything for us regarding our various pensions and also our Wills & Lasting Powers of Attorney.

Have you seen the outcome you were hoping for?

Our transfer is in the process of going through and we feel relieved that with Sanjay’s help we have a satisfactory retirement plan in place.

What could they have done better?

Nothing, we are extremely grateful for the service provided by Sanjay and his team at Wealthpoint.

What were the circumstances that caused you to initially look for an adviser?

I have not strayed from workplace pensions and required a review of my pension position and potential for early retirement.

How has Sanjay Gambhir helped you?

Helped me to… Consider planning and alignment to my retirement aspirations. Understand pension options. Understand my risk tolerance. Consolidate several DC pensions. Consider tax efficient pension contributions/withdrawals

Have you seen the outcome you were hoping for?

All services have been conducted efficiently, effectively, professionally, yes.

What were the circumstances that caused you to initially look for an adviser?

Nearing retirement wanted to review my current pensions and see my options.

How has Sanjay Gambhir helped you?

I have had a very positive experience with Sanjay. There were a number of free meetings where my pensions, outgoings and overall financial situation were looked at in detail over several structured sessions. He clearly knew his subject, was friendly and approachable, and took the time to fully understand my personal circumstances and what I wanted to achieve. His attention to detail was excellent, and everything was explained clearly and in a way that was easy to understand. A lot of work and information gathering was done before I committed, which gave me confidence in the advice provided.

Have you seen the outcome you were hoping for?

I am very happy with both the advice and the outcome so far and would happily recommend his services.

What could they have done better?

All good.

What were the circumstances that caused you to initially look for an adviser?

Needed advice on pension as 50+

How has Sanjay Gambhir helped you?

Absolutely first class advice from Sanjay

Have you seen the outcome you were hoping for?

Not yet. Only just set up.