Saf's reviews

Reviewed for

Insurance and Protection ( 11 )

Mortgages ( 1 )

Pensions ( 76 )

Retirement income (annuities, drawdown) ( 39 )

Investments and Savings ( 66 )

Pension Transfers - Non Specialist ( 20 )

Inheritance Planning ( 17 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 16 )

Financial Planning ( 57 )

Financial Mentoring ( 13 )

Financial Coaching ( 8 )

( 2 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 24 )

£100k - £200k ( 17 )

£50k - 100k ( 7 )

Up to £50k ( 9 )

Review

by a verified client in Manchester

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and needed to organise to be ready as nd increase my portfolio

How has Saf Sulehman helped you?

Helped with an ongoing strategy that maximises my pension and investments that is specific to me and my partner

Have you seen the outcome you were hoping for?

Yes definitely in fact better than I thought

What could they have done better?

Nothing always ready to talk to me and give advice

Review

by a verified client in Tyne and Wear

14 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Requiring specialist advise to invest liquid company funds.

How has Saf Sulehman helped you?

By providing a good investment plan and handling all the formalities.

Have you seen the outcome you were hoping for?

All my monies have been invested accordingly yes.

Review

by a verified client in Manchester

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Death of partner

How has Saf Sulehman helped you?

Given sound advice using his skilled and knowledgeable expertise

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had a lot of pensions and needed advice and what to do with them all.

How has Saf Sulehman helped you?

Saf initially gave advice about the individual pensions and how best to get them to work for me. Once we had a plan Saf executed it

Have you seen the outcome you were hoping for?

yes I have

Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

not getting any younger

How has Saf Sulehman helped you?

made us understand what was happening with our finance

Have you seen the outcome you were hoping for?

very much so

What could they have done better?

nothing