Dipesh Shah

Dipesh Shah

Oakdale Financial Services Ltd

Dipesh's reviews

Reviewed for

Insurance and Protection ( 43 )

Mortgages ( 5 )

Pensions ( 72 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 27 )

Auto Enrolment ( 2 )

Investments and Savings ( 72 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 47 )

Long Term Care ( 10 )

Pension Transfers - Specialist ( 17 )

Financial Planning ( 18 )

Financial Mentoring ( 3 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 10 )

£100k - £200k ( 15 )

£50k - 100k ( 2 )

Up to £50k ( 10 )

Repeat review

by a verified client in London

4 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Dipesh Shah helped you since your last review?

Yes. Discussed pension options

Repeat review

by a verified client in London

4 months ago

Overall

Value

Service

Advice

This review is a follow-up review from a client who left a review previously.

How has Dipesh Shah helped you since your last review?

pension advice

Repeat review

by a verified client in Essex

4 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Dipesh Shah helped you since your last review?

getting a better deal again

Repeat review

by a verified client in London

4 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Dipesh Shah helped you since your last review?

Yes, Dipesh understood my attitude towards Risk etc and acted upon my choices efficienty.

Repeat review

by a verified client in Middlesex

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Dipesh Shah helped you since your last review?

He has updated us on the the current market positions, looked at our investments and tweaked them according to latest and foreseeable trends.