Karan Chandreja

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

On Retirement we had to settle finances for our long term future, Karan was instrumental in the planning and has provided Valuable assistance in this respect over the years.

How has Karan Chandreja helped you?

Karan was instrumental in the planning and has provided Valuable assistance in this respect over the years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything is exceptional

Please provide a brief comment about your experience with Karan

I am delighted to share my exceptional experience with Karan Chandreja. Karan's expertise and insightful advice have been instrumental in addressing my financial concerns and guiding me towards a secure financial future. From our initial consultation, Karan's professionalism and deep understanding of financial planning were evident. He took the time to thoroughly understand my financial goals, concerns, and current situation. His ability to explain complex financial concepts in a clear and relatable manner made me feel confident and informed about the decisions we were making. What sets Karan apart is his genuine dedication to his clients' success. He is always accessible, responsive, and proactive, continuously monitoring my financial plan and making adjustments as needed. His commitment to excellence and personalized service has exceeded my expectations. I wholeheartedly recommend Karan Chandreja of KC Wealth to anyone seeking expert financial advice and a trusted partner in their financial journey. Karan's guidance has been a game-changer for me, and I am confident he will make a significant positive impact on anyone he works with. Thank you, Karan, for your outstanding service and unwavering support.

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

Savings

How has Karan Chandreja helped you?

Over the last 8 years Karan has helped me plan my personal financial life by providing a sensible balanced approach to investment which has, through a number of market crashes, provided good returns in the long run. Over and above this Karan has helped me navigate the UK tax rules which when coupled with investment returns has benefitted my financial outlook greatly. The approach to asset allocation leaves me confident to leave assets invested and to continue to invest into the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Drawdown projections

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

To consolidate all my pensions into one fund and have it professionally managed

How has Karan Chandreja helped you?

I have always received the best quality and personalised advice from my KC Wealth advisor and highly recommend.

Have you seen the outcome you were hoping for?

Yes

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

I had a savings pot which at the time was not doing anything, I was looking for a vehicle to put my money to work.

How has Karan Chandreja helped you?

Over the last 8 years Karan has helped me plan my personal financial life by providing a sensible balanced approach to investment which has, through a number of market crashes, provided good returns in the long run. Over and above this Karan has helped me navigate the UK tax rules which when coupled with investment returns has benefitted my financial outlook greatly. The approach to asset allocation leaves me confident to leave assets invested and to continue to invest into the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

KC Wealth is a vehicle for balanced, managed funds investment, and tax advice, not a shoot the lights out high risk stock broker and have mainly done my own wealth projection models into the future.