Sasan's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 3 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 10 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 6 )
£100k - £200k ( 9 )
Up to £50k ( 7 )
Repeat review
by a verified client in Lincolnshire
an hour ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Sasan Lohrasb helped you since your last review?
Sasan has helped consolidated our savings and assets in order to achieve a more financially secured future when we move toward retirement.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Start a private pension through my Ltd company.
How has Sasan Lohrasb helped you?
Provided me with extensive support and advice on setting up a pension for me.
Have you seen the outcome you were hoping for?
Yes, the outcome has been great, I feel more relaxed and comfortable knowing I have a plan for the future with the help of Sasan.
What could they have done better?
Nothing
Sasan:
Thanks Sam. I really appreciate the kind review. It has been a pleasure to start working with you and I very much look forward to guiding you through to your goals and objectives. Best wishes, Sasan.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was on the look out for a financial advisor to assist me with my pension planning.
How has Sasan Lohrasb helped you?
Fortunately I was recommended to Sasan, who has provided me with a sound and clear direction for my pension planning. From my experience with Sasan, he provides a lot of clarity and options. I found this particularly helpful as I would go away from each meeting with my queries answered.
Have you seen the outcome you were hoping for?
Absolutely. I would highly recommend getting in touch with Sasan for any financial enquiries.
What could they have done better?
N/A. Keep up the top work.
Review
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing investments update
How has Sasan Lohrasb helped you?
Advise on long term investments spending forecasts
Have you seen the outcome you were hoping for?
So far yes
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just looking for someone who can help make the most of my money.
How has Sasan Lohrasb helped you?
He has advised me on the best way to proceed with pensions and investments.
Have you seen the outcome you were hoping for?
So far the progress has been positive.
What could they have done better?
Nothing