Bharat's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 3 )
Pensions ( 52 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 1 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 25 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 26 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 16 )
£100k - £200k ( 8 )
Up to £50k ( 5 )
Repeat review
by a verified client in Leicestershire
4 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bharat Chudasama helped you since your last review?
Given my situation has changed somewhat and is currently in a state of flux, Bharat always provides great and honest advice around my financial situation, giving me advice that best meets my needs rather than telling me what could be seen as the easy options or advising on actions that could have a negative impact longer term. I can always trust Bharat with my finances knowing he has the customers best interests at heart.
Bharat:
Thank you for the great feedback Niraj - Its a pleasure to have helped you through your journey so far. I look forward to helping you and teh family going forward.Repeat review
by a verified client in Leicestershire
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bharat Chudasama helped you since your last review?
Bharat has continued to guide us through our investments, bharat Is always available should we need any help.
Bharat:
Thank you for the positive feedback PaulRepeat review
by a verified client in Leicestershire
21 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bharat Chudasama helped you since your last review?
By advising me that my pension is working okay and that in his opinion it just needs a little tweak to make it a little bit better
Bharat:
Thanks for your feedback Trevor - It is a pleasure to help you.Repeat review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bharat Chudasama helped you since your last review?
Bharat has continued to keep us updated all of the time about our financial situation“ Bharat has been our financial advisor for many years, and both my wife and I truly value his advice. He is extremely knowledgeable, professional, and always takes the time to explain things clearly. We trust his guidance completely and highly recommend him to anyone seeking reliable financial advice.”
Bharat:
Thank you for the feedback Jay - Your kind words are greatly appreciated and it is a pleasure to continue to help you & Jyoti.Repeat review
by a verified client in Leicestershire
a month ago
Overall
Value
Service
Advice
This review is a follow-up review from a client who left a review previously.
How has Bharat Chudasama helped you since your last review?
Bharat is always avaiable should we need to contact him to discuss any concerns we have
Bharat:
Thank you for the kind feedback Paul. As always its a pleasure to be able to continue to help you.