Kinnary's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 9 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Kinnary
Very good.
Review
by a verified client in Buckinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Kinnary Sitwala helped you?
Helped to organise life insurance, review pension investments and gave advice on the best investment options based on my needs
Have you seen the outcome you were hoping for?
All of my investments are long-term, so at time of writing difficult to know if the desired outcome has been reached.
What could they have done better?
Attitudes to risk and markets constantly change meaning regular check-points i.e half-way mark check-ins with investments would be useful.
Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not happy with present advice. Asked my accountant to recommend someone and he suggested Talis They referred me to Kinnary Sitwala in North London. I need to know if my money is working hard for me and planning in place in my senior years.
How has Kinnary Sitwala helped you?
We reviewed present situation and she went through all aspects of it with me
Have you seen the outcome you were hoping for?
Not yet as it is very early days.
What could they have done better?
Can’t think of anything at the moment
Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for guidance on investments and I have limited knowledge in this area
How has Kinnary Sitwala helped you?
Kinnary analyzed my financial situation and created a comprehensive recommendation taking into account my preferences and future plans. She also helped me make investment decisions by answering all my questions in details and making me feel comfortable with the process.
Have you seen the outcome you were hoping for?
Too early to comment
What could they have done better?
A demo of the investment tools and platforms would have helped me understand the process better
Repeat review
by a verified client in Hertfordshire
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kinnary Sitwala helped you since your last review?
Kinnary has kept an eye on our investments and they have performed well in relation to the market.