Vikram Deb

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

I had several pensions that I wanted to combine and manage in one fund . So was looking for advice on that and help also with planning an income for retirement. Was slightly more complicated due over seas asset but the advice given was correct and spot on. I have no hesitation in recommending Vikram. If you want good solid advice and help then look no further. All this was done in the middle of COVID and that introduced another layer of complexity which was dealt with professionalism.

How has Vikram Deb helped you?

With moving and setting up my retirement funds.

Have you seen the outcome you were hoping for?

Yes and a little more besides.

What could they have done better?

Gone to him sooner !

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

My wife and I are both retiring and have pensions and investments that needed reviewing and we needed advice on how to structure these to get the best possible returns.

How has Vikram Deb helped you?

Vik has provided clear advice and plans on how we can confidently support a good lifestyle in our retirement. He has taken time to clearly explain his approach and answer all questions to help alleviate any concerns. We are both confident in his advice and the products we have opted for.

Have you seen the outcome you were hoping for?

Despite ’liberation day’ coming shortly after we invested we have seen growth in our investments and understand this is a short term blip. Having looked at SJP v other products I am pleased with how this has bounced back.

What could they have done better?

Not sure that Vik could really have done more, in fact he has remained in regular contact to ensure we are making the most of other opportunities!

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

When I was nearing my retirement I needed advice on my work pension.

How has Vikram Deb helped you?

He told me my options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No.

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

I needed to increase the return on my company pensions that I had accumulated.

How has Vikram Deb helped you?

Always providing supportive advice and clear guidance. I hope to use more services from him in the future.

Have you seen the outcome you were hoping for?

Yes, so far I have seen steady and encouraging growth.

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

My husband already used Vikram for financial and pensions advice, and I had attended an annual review meeting between them. On receiving a private pension pot, I wanted Vikram to also advise me.

How has Vikram Deb helped you?

Vikram is super helpful - he has a friendly approach and provides competent, helpful advice. I trust him implicitly, and with his guidance my retirement fund has done well. Vikram has guided me through different approaches to investment and I look forward to using his invaluable help in the future. In addition to my annual review with Vikram, I know I can contact him at any time to seek guidance.

Have you seen the outcome you were hoping for?

Definitely. Overall fund growth has managed to almost regain my initial investment sum in 3 years, despite a significant early encashment sum.