Geetika's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 39 )
Pensions ( 13 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 3 )
Up to £50k ( 8 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Geetika
Outstanding advice and information across all investment platforms
Review
by a verified client in Buckinghamshire
3 years 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?
Geetika met me to address my overall financial needs
How has Geetika Sethi helped you?
Gee worked with me on a plan in order to facilitate my overall financial goals and reviews these regularly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Perfect can’t be improved
Review
by a verified client in London
3 years 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?
I was looking for a mortgage advisor as my term with previous lender was coming to an end and I spoke to a few advisors. I found Geetika to be knowledgeable, straight and gave sound jargon free advice. Geetika also reached and found a very good deal for me from a large high street bank.
How has Geetika Sethi helped you?
Geetika had several suggestions and recommendations which turned out to be sound advice for investments and pensions but at the same time always looked at the situation from the client’s side of the fence.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Invested more than I initially did
Review
by a verified client in London
3 years 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?
Switching Mortgage products
How has Geetika Sethi helped you?
Helped in gaining an understanding of various mortgage products avaliable and the process and practices involoved. Helped to find the most competative rate while being always on hand for advice and updates.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Got us an even cheaper deal! :P
Review
by a verified client in Renfrewshire
3 years 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?
I wanted to transfer 2 defined benefit pensions.
How has Geetika Sethi helped you?
Her knowledge and advice was first class.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't think anything could have been done better.