Himanshu Lukha

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

My previous financial advisor retired and Himansh Lukha was recommended

How has Himanshu Lukha helped you?

He explained about different sorts of investments. My attitude to risk and what investments might suit what l was prepared to risk.

Have you seen the outcome you were hoping for?

No. I have only just invested my money so will have to wait a while for the outcome

What could they have done better?

He was very patient explaining things in detail that l was not sure about which was helpful. I can’t think of any constructive suggestions unless after the initial interview he could have acted a bit quicker with his report.

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

Himanshu came on recommendation from our previous FA who retired.

How has Himanshu Lukha helped you?

Himanshu has made us aware of the options we have and has continued to keep us up to date with the actions that we have to take regarding our investments and pensions.

Have you seen the outcome you were hoping for?

Ongoing.

What could they have done better?

Currently we are happy with the services he provides and the transparency that he has shown.

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

Pension review.

How has Himanshu Lukha helped you?

Looked at existing Pensions and advised accordingly.

Have you seen the outcome you were hoping for?

Still work in progress.

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

I needed to start a pension, as I am now self-employed.

How has Himanshu Lukha helped you?

Transfer a dormant pension into a pension that has good returns.

Have you seen the outcome you were hoping for?

Himanshu is now in the process of transferring a dormant into a new pension with good returns.

What could they have done better?

Yes

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

I had three workplace pensions which I needed to consolidate. I also wanted to draw down on one of these pensions to release some funds,.

How has Himanshu Lukha helped you?

Himanshu provided me with very professional, non judgmental assistance, he was incredible patient, explaining everything in detail and guiding me through the process.

Have you seen the outcome you were hoping for?

Absolutely, he has given me piece of mind in relation to my pensions and assisted me to release the funds required to address my financial situation. He could not have been more supportive.

What could they have done better?

I really do not think he could have done better and I am most appreciative of his professional help and support.