Chia's reviews
Reviewed for
Insurance and Protection ( 23 )
Mortgages ( 15 )
Pensions ( 59 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 3 )
Investments and Savings ( 78 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 41 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 32 )
Financial Mentoring ( 11 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
( 3 )
Up to £50k ( 6 )
£50k - 100k ( 8 )
Repeat review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chia Shamsaddini helped you since your last review?
Through regular meetings provides comprehensive updates of our current investments and advises on future financial planning to suit our ever changing circumstances.
Chia:
Thank you for such positive comments and for taking the time to leave a review, client feedback is very important to us and we are pleased to hear we've exceeded your expectations thus far! We greatly value your continued trust and loyalty, and look forward to working with you for many more years to come. Thank you again.Repeat review
by a verified client in Buckinghamshire
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chia Shamsaddini helped you since your last review?
Chia always always checks my status and if there anything can be improved
Chia:
Thank you for such positive comments and for taking the time to leave a review, client feedback is very important to us and we are pleased to hear we've exceeded your expectations thus far! We greatly value your continued trust and loyalty, and look forward to working with you for many more years to come. Thank you again.Repeat review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chia Shamsaddini helped you since your last review?
Through ongoing advice
Chia:
Thank you for taking the time to leave such a thorough and positive review, any feedback is greatly received and it's excellent to hear you are satisfied with our services and performance. We pride ourselves on being approachable and taking the time to listen to clients no matter how small or large the query is; we always strive to provide an excellent client service so if there is anything else we can assist with please do let us know. Thank you again.Repeat review
by a verified client in Suffolk
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chia Shamsaddini helped you since your last review?
We continue to rely on Chia`s advice and this year has been no different. Recently we have discussed switching investment funds to follow global changes. We are of an age which continues to give us concerns regarding capital gains tax and inheritance tax, it is always raised during our discussions with Chia and we rely on his advice. We are very aware that Chia is always available should we need advice.
Chia:
Thank you for such positive comments and for taking the time to leave a review, client feedback is very important to us and we are pleased to hear we've exceeded your expectations thus far! We greatly value your continued trust and loyalty, and look forward to working with you for many more years to come. Thank you again.Repeat review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chia Shamsaddini helped you since your last review?
Really good advice as I approach retirement on how I should be using my assets to maximise savings.
Chia:
Thank you for taking the time to leave such a thorough review, any feedback is greatly received and it's excellent to hear you are satisfied with our services. We pride ourselves on being approachable and taking the time to listen to clients no matter how small or large the query is; so if there is anything else we can assist with please do let us know. Thank you again.