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
