Dinesh's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 9 )
Pensions ( 63 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 11 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in South Yorkshire
5 days ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dinesh Bharwani helped you?
To understand the levels of risk with investments and ensure my money is working at a risk level I am happy with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cardiff
11 days ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
McCloud pensions remedy
How has Dinesh Bharwani helped you?
He explained everything, made the process simple and less stressful
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Not applicable as all was done very well
First impression
by a VouchedFor user
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Dinesh
Dinesh is an excellent financial adviser - knows everything that is to know about NHS Pension . He provides trustworthy advice on investment. And he is a top guy as well
Dinesh:
Thanks Raja for the feedback. Best Wishes, DineshReview
by a verified client in Cardiff
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing pension age
How has Dinesh Bharwani helped you?
Dinesh has helped me to understand all of my options over the next 5 years and to support me in financial planning for my retirement
Have you seen the outcome you were hoping for?
absolutely
What could they have done better?
nothing, Dinesh was very receptive and responded to all of my information needs
Review
by a verified client in Somerset
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
concerns about pension planning
How has Dinesh Bharwani helped you?
clear advice on future pension benefits
Have you seen the outcome you were hoping for?
in terms of advice yes....
What could they have done better?
possibly less technical and more accessible language?