Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 9 )
Pensions ( 68 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 25 )
Auto Enrolment ( 2 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 6 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 30 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 8 )
£100k - £200k ( 7 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Client reviews
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I received shares from my previous employer and needed advice on what do with them and how best to invest.
How has Darius Jalali helped you?
Darius has provided advice on multiple areas including investments, pension and protection. He is able to break down complex matters into easy to understand terms and gives me great confidence that my financial affairs are being taken care of and are in great hands.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing. I am totally happy with the service and the ongoing relationship.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I needed help with tax planning and investment / pension advice
How has Darius Jalali helped you?
Structured plan and report and implementation of various strategies has meant we have saved a significant amount of tax. This has grown our overall asset position significantly over the last few years.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing. Darius and the team are so competent and friendly and always there if I need them.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Renewing mortgages and pension advice
How has Darius Jalali helped you?
By giving us honest, impartial advice and options for better mortgage deals then we currently have.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I was considering taking early retirement, but was not sure what my best options were.
How has Darius Jalali helped you?
I had two or three lengthy consultations with Darius, where he gained a full rundown on my various penions and financial situation. He provided a full retirement pension plan in accordance with our discussions and he offered all of the options available to me. This meant I was able to come to a decision that I was comfortable with
Have you seen the outcome you were hoping for?
Yes, I feel fully informed about how various pension options work. With the report and assistance provided by Darius, I decided to wait before retiring.
What could they have done better?
In my case, I don't feel I could have had a better service.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Needed good professional advice on withdrawing my pension out of my company Scheme Scheme and into a private pension.
How has Darius Jalali helped you?
Darius and his team were outstanding & very professional giving great advice helping me to make a decision. Communication was excellent...
Have you seen the outcome you were hoping for?
I have seen also very happy with the outcome I was hoping for.
What could they have done better?
In my own personal view darius has done every thing to a very high standard and most importantly also available to answer any questions I may have.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
upcoming retirement.
How has Darius Jalali helped you?
Darius has helped sort out our finances and provided advice on financial planning through retirement and investment income over time as well as growing the value of those investments
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Both myself and wife nearing retirement
How has Darius Jalali helped you?
Clear and concise explanations and a positive way forward
Have you seen the outcome you were hoping for?
Certainly have from a tax savings aspect
What could they have done better?
Nothing in my opinion
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
I needed advice regarding pensions and planning for the future and also how best to make some inheritance funds work best for me
How has Darius Jalali helped you?
Darius was very approachable and patient. He fully explained what and how he could help my situation. I am now happy that my pensions and investments are in the best possible place and being looked after well and no longer have to worry about the minefield of pensions and investments
Have you seen the outcome you were hoping for?
Yes, I have a plan going forward for my future and retirement
What could they have done better?
I am very happy with the support that Darius has provided and cannot think of any comments in this section
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We needed to consider our pension situation which needed badly harnessing. Darius gathered all our separate pots of pension and rationalised our entire pension. We later needed to have advice with an inheritance so we then with Darius’s guidance and advice sent about a plan on how to maximise the entire sum and ensure that our investments will meet our needs in the future.
How has Darius Jalali helped you?
A/A
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We run our own business and need guidance on how to set up our pension.
How has Darius Jalali helped you?
Darius gives us the time need to discuss and therefore understand both our options and his recommendations.
Have you seen the outcome you were hoping for?
Given that we are not retiring yet, nor has the last couple of years been easy, I think that we have seen a good outcome and we are happy with it.
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
Starting a private pension and review of existing.
How has Darius Jalali helped you?
Darius was recommended to us and we have been very happy with his advice and the service he provides. He was very thorough and knowledgable. I felt I could trust his advice and wasn't pressured in anyway. The administration that followed the setting up of the pension was highly organised and efficient as well. I would recommend him to others.
Have you seen the outcome you were hoping for?
Yes, I am very happy.
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Savings to invest
How has Darius Jalali helped you?
Great advice to better make use of the money I've saved up, pain free for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I share Power of attorney with a cousin for an Aunt of ours who has dementia and is in a care home and needed advice for investment of her funds.
How has Darius Jalali helped you?
Darius has provided us with excellent sensible advice and a flexible investment plan to help with my Aunts needs.
Have you seen the outcome you were hoping for?
Yes , the investment has performed as expected , considering the current financial climate probably better.
What could they have done better?
Darius’s advice and thoughtfulness had been excellent so I cannot think of any part of the process which could have been better.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Mainly pension advice and consolidation
How has Darius Jalali helped you?
Clear advice,prompt attention,
Have you seen the outcome you were hoping for?
Still in the early stages of pension consolidation, but so far looking good
What could they have done better?
Can't think of anything, all contact with Darius and other staff members has been prompt and professional
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I had some savings and investments and needed good advice on how & where to invest
How has Darius Jalali helped you?
Explained clearly the pros and cons of various types of investments and made helpful suggestions at various times, including changing to a more socially acceptable investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I needed advice/assistance to set up a Trust and manage my savings
How has Darius Jalali helped you?
Helped with above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We needed advice on investing our savings and managing my private pension
How has Darius Jalali helped you?
Darius has helped with both very well and always in a clear and friendly way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Retirement Planning and looking for somebody who could guide me through this period.
How has Darius Jalali helped you?
Given me confidence and clarity in terms of setting out a plan.
Have you seen the outcome you were hoping for?
It is early days but all looks like going in the right direction.
What could they have done better?
Not a lot as of yet from what i can see.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
We are in mid to late 50s and were looking for guidance on pension planning, retirement date planning, consolidating pensions, inheritance investment etc
How has Darius Jalali helped you?
Performed full financial review, talked us through various options and helpful in explaining any areas we were unsure of and worked with us to finalise our plan. Once decisions made all actions were completed in a efficient and prompt way and we received a weekly update as to the progress.
Have you seen the outcome you were hoping for?
Most definitely, we now have pension/retirement plan in place that we understand, can review annually & make any changes required. Also good to know we have a professional acting on our behalf who will update us on any changes/new products/influencing factors that could effect us. Also good to know we have someone on hand to answer any questions we may have as always prompt response to a phone call/email
What could they have done better?
No we were very pleased with the service recommended
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Northumberland
What were the circumstances that caused you to initially look for an adviser?
Retirement and pensions maturing
How has Darius Jalali helped you?
Consolidated various pensions and created best tax efficient income
Have you seen the outcome you were hoping for?
Yes and Darius makes it as easy as possible to understand
What could they have done better?
Nothing comes to mind
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Pension transfer.
How has Darius Jalali helped you?
Everything was extremely well. It was made very clear that he could not advise us in any way as to our decision to transfer. Once we had made that personal decision, Darius gave us a very comprehensive and structured report on the next stages of our investments.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
N/A
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
After 36yrs of working for Lloyds Banking Group, took advantage of VR and reinvesting Final Salary Pension Scheme 'lump sum'.
How has Darius Jalali helped you?
Assessed my future financial requirements based on personal circumstances, annual income requirement, tax efficiency and agreed level of exposure to 'risk/reward'. In addition, recommended a switch of Investment Management LLP's to better suit my financial requirements.
Have you seen the outcome you were hoping for?
Notwithstanding the present economic climate and the subsequent negative effect on 'markets' - yes.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Lack of confidence in previous adviser
How has Darius Jalali helped you?
Set my finances in better order, streamlining what I had and giving me more confidence for the future
Have you seen the outcome you were hoping for?
The last few months have been so turbulent it’s not a great time to comment but prior to recent global issues, yes, and hopefully we shall get back on track.
What could they have done better?
I don’t think there’s anything he could have done better. We are just in dire circumstances globally
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Initially to receive professional advice on how to meet our financial objectives for savings held at that time. Subsequently to advise upon pension transfer.
How has Darius Jalali helped you?
Darius provided a detailed review of our circumstances and objectives in order to provide detailed but easily understandable recommendations.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't think so.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Poa for Aunt’s estate. Professional advise sought & couldn’t recommend anyone else! Fab service
How has Darius Jalali helped you?
Taken the bur out if burden!
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
In all honesty in this time that we find ourselves in…probably not
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We wanted to be prepared for retirement
How has Darius Jalali helped you?
Sound advice which we really appreciated
Have you seen the outcome you were hoping for?
Yes
Review from verified client
May, 2022
Overall
Service
Advice
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Moved to a different company and wanted a review of existing pension pots
How has Darius Jalali helped you?
Reviewed my existing pensions and provided advice on the most suitable way to achieve long term growth
Have you seen the outcome you were hoping for?
Yes
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Getting to retirement age and wanting to understand my options
How has Darius Jalali helped you?
Darius and the team advised me on the best way forward with my pensions. Whenever I have any queries they are answered comprehensively and timely.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
I need to move my work pension(s) to another provider / platform.
How has Darius Jalali helped you?
He arranged moving two old work pensions to a new provider / platform.
Have you seen the outcome you were hoping for?
Yes, simplification of both my old pensions.
What could they have done better?
Requested how I would like the data presented in any report(s).
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Northumberland
What were the circumstances that caused you to initially look for an adviser?
Retired 6 years ago and Darius sorted my 4 pensions to give the most tax efficient return.
How has Darius Jalali helped you?
Good advice, always available to talk either by email, phone or video call.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Retirement approaching and trying to understand what to do with pensions
How has Darius Jalali helped you?
He reviewed my wife and my pensions and provided an easy to understand report with recommendations.
Have you seen the outcome you were hoping for?
Yes. The current climate has had an impact (as expected) but hopefully it will recover in the long term.
What could they have done better?
I think they have been very thorough and can’t think what could have been done better. I wish I had used Darius years ago, I could have planned better for my retirement
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I was widowed
How has Darius Jalali helped you?
managing the money my husband left me to produce an income.
Have you seen the outcome you were hoping for?
yes
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I moved jobs
How has Darius Jalali helped you?
Darius has given me advice and help throughout the whole process of moving and consolidating my previous pensions and setting me up with a new one.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I opened my own consultancy business and wanted to consolidate my other pensions as well as pick a pension that was sustainable and alighted to mine and my business values.
How has Darius Jalali helped you?
He helped me chose a pension that was tight for me, good value for fees as well as aligned to my sustainability values.
Have you seen the outcome you were hoping for?
Yes. I also learned a great deal about long term pension investments while I was at it. Being more in control of my investments and gaining knowledge has been a great thing for my future.
What could they have done better?
Darius and I are looking forward to watching pensions green up and become even more positive impact focussed. We have it on our radar to discuss this together in the next year or so as these become even more available.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Preparing for the long term future particularly pensions and investments
How has Darius Jalali helped you?
Darius provided clear, balanced, detailed advice in order to establish a portfolio for myself that is reflective of my aspirations for my long term financial security
Have you seen the outcome you were hoping for?
Absolutely
Review from verified client
January, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Pension share.
How has Darius Jalali helped you?
He advised me about my options and gave me information leaving me then to make my decision but was always available to answer any questions I had.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, I was more than pleased at every step of the way.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Darius has looked after our investments and savings for some years. Recently we looked at purchasing a new house which became a bit complicated for various reasons, not just limited to the finances to purchase it in the first place.
How has Darius Jalali helped you?
Darius was always on hand to help explain things to us with clear advice whenever we needed it along the way. He explained things in a way that really helped us understand the different paths we could take and how it might affect us in both the short and long term, helping us to make the right decision for our family.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I’d reached the time in life when I was thinking about my retirement and needed advice on how to plan for this.
How has Darius Jalali helped you?
Darius provided excellent advice on what to do with my investments, helped me move investments around and allowed me to set up financially for my retirement.
Have you seen the outcome you were hoping for?
Yes, absolutely
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Darius Jalali helped you?
Extremely good advice, listened to what we wanted to achieve and then looked at how financially we could achieve our goal. Zoom calls with updates.
Have you seen the outcome you were hoping for?
Darius is always on hand to explain how our investments are performing. The strategy is working and we are on track with our investments.
What could they have done better?
We look forward to the chance for a face to face meeting post COVID.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Arranging a private pension as no longer access to workplace pension.
How has Darius Jalali helped you?
Advised on personal pension and savings
Have you seen the outcome you were hoping for?
Yes
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Divorce. How best to invest my Final Salary Pension, from LBG.
How has Darius Jalali helped you?
Following in depth discussions, Darius's investment recommendation/proposal met my expectations on how best to invest my 'LBG Pension' to maximise growth, given my risk / reward profile and ensure a tax efficient income given my expected financial expenditure. If Darius cannot respond to a call, he has always contacted asap to discuss any Q's that I may have. In essence, Darius knows (given I am an ex Corp Banker) my Risk Profile - consequently, I take his advice.
Have you seen the outcome you were hoping for?
Given the impact of Covid, which the markets could not have foreseen - yes.
What could they have done better?
Thus far, they have ticked all the boxes...
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I started my own business and wanted to consolidate my pensions from previous employers. I also wanted to pick a pension that leaned towards green investments as I work in sustainability and climate change.
How has Darius Jalali helped you?
He was honest and helped me take control of my pension and long term plans. Also found me a pension with better sustainability values than my previous pension investments. We are on a journey to build this even better as time goes on and I am confident that it will happen.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
I changed jobs and needed to set up a new pension scheme - one that would benefit me greatly when I plan on retiring.
How has Darius Jalali helped you?
He discussed everything clearly (as finance is not my strong point), kept me updated with the whole process and followed up with me every step of the way.
Have you seen the outcome you were hoping for?
Not yet as only just taken out a pension scheme with Darius, but I'm sure I will
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Pension review
How has Darius Jalali helped you?
Offered a clear and comprehensive review
Have you seen the outcome you were hoping for?
No more!
What could they have done better?
Everything was, and is, well executed
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Job role change
How has Darius Jalali helped you?
He helped with detailed pension advice, introduced me to specialised financial advice for mortgages too.
Have you seen the outcome you were hoping for?
Most definitely
Review from verified client
June, 2021
Overall
Service
Advice
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Transfer, consolidation and management of my existing pensions.
How has Darius Jalali helped you?
Timely, considered and bespoke advice. Darius always made time for my queries and I was kept informed throughout the whole process.
Have you seen the outcome you were hoping for?
Absolutely - couldn't recommend Stratton enough.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
Looking for an expert to provide sound financial retirement planning together with inheritance investment options.
How has Darius Jalali helped you?
Provided a comprehensive plan based on income generated from pensions and inheritance investment planning.
Have you seen the outcome you were hoping for?
Not yet, I am more than happy with the previous assistance Darius has provided to enable me to get to this stage of my forthcoming retirement 2 years earlier than expected.
What could they have done better?
Nothing in my opinion.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Setting up a new business and needed a pensiom and insurance sorting
How has Darius Jalali helped you?
He showed me a range of products with competitive rates and made the whole process easy.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Unsure where to invest money that would give me a secure return
How has Darius Jalali helped you?
Darius was fabulous in his approach. He talked me through all aspects of the investment with all risks and opportunities clearly brought to light for my consideration.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Investments for the kids and pensions for myself and husband.
How has Darius Jalali helped you?
By finding us great products
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I needed to be more tax efficient
How has Darius Jalali helped you?
Restructured my business commitments in order to maximise my tax relief availbale
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Starting a new business.
How has Darius Jalali helped you?
He has to provided so much insightful help and support to help me get the most from my business. His knowledge is impressive and he is able to explain everything in an easy to understand way.
Have you seen the outcome you were hoping for?
Yes and more!
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
looking for quality pension advice as savings producing nil return
How has Darius Jalali helped you?
created a SIPP vehicle for pension contributions and unleashed capital from owned sources
Have you seen the outcome you were hoping for?
most definitely - massive and immediate tax savings
What could they have done better?
i dont think this si possible
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Moving my pension
How has Darius Jalali helped you?
Throughout the whole process from start to finish, Darius has been on hand to answer any questions and advise. I had very little knowledge of pensions and how best to move forward with mine but I felt completely confident with Darius help and guidance.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
There is no area that could have been improved upon.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Serious doubts about the integrity and advice provided by my current advisor.
How has Darius Jalali helped you?
He listened to my concerns, took them onboard and tailored the advice accordingly.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I was looking for help setting up my pension and possible investments.
How has Darius Jalali helped you?
Darius set up a pension plan which suits my risk profie and also set up a junior ISA for my little boy. Darius was always on hand to discuss any aspect of my portfolio, providing clear, professional advice.
Have you seen the outcome you were hoping for?
Yes - I'm really happy with how my portfolio is performing and Darius keeps me informed with regular updates.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Change of job
How has Darius Jalali helped you?
He helped me consolidate 3 of my pensions into 1!
Have you seen the outcome you were hoping for?
Yes so far.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I received shares from the company I was working for and having no experience with equities I needed advice on what to do next.
How has Darius Jalali helped you?
He assessed my overall financial position and came up with a strategy for both my investments and pension. Nothing was too much trouble, he was always available to talk through things and explained everything in layman's terms. Darius has also gone onto set up a JISA for me since having my son and sorted out appropriate life insurance for my husband and I.
Have you seen the outcome you were hoping for?
Absolutely. I am very happy with the capital growth and CGT strategy.
What could they have done better?
Nothing. He did a brilliant job and continues to do so.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
When our previous company closed
How has Darius Jalali helped you?
Talks us through the various options in a clear and calm way that we can understand. Discussed possibilities for changing what funds we invested in. Also encouraged me to invest more in my pension
Have you seen the outcome you were hoping for?
Yes, very happy.
What could they have done better?
Nothing, always quick to discuss various possibilities, in a way we understand and changes are made easily and efficiently.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
I was looking at how to best manage my pensions
How has Darius Jalali helped you?
Darius talked me through my pension options and gave sound advice on how to invest.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I found Darius and his team to be very knowledgable and able to answer all my queries in a clear and concise manner.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Current market.
How has Darius Jalali helped you?
Incredibly knowledgeable and professional. Made it clear that the choice to move the pension and invest was ours and ours alone.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Originally it was to invest money for my sons.
How has Darius Jalali helped you?
Excellent options were explained to me and quickly put into place.
Have you seen the outcome you were hoping for?
Yes- I have gone on to use Dariush Jalali for further investment and pension plan.
What could they have done better?
n/a
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Existing pension not reviewed for years, so needed advise
How has Darius Jalali helped you?
Arrange transfer of my pension to new company
Have you seen the outcome you were hoping for?
Yes, its doing much better than before
What could they have done better?
Not sure really
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Northumberland
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Darius Jalali helped you?
Sorted investments and pension income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
My husband died and I did not have the expertise to manage my retirement income.
How has Darius Jalali helped you?
In so many ways.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I dont think they could have done anything better.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
I wanted a review undertaken of the benefits within my Final Salary pension scheme, in order to see how best meet my objectives for retirement .
How has Darius Jalali helped you?
He undertook a full and detailed analysis of my existing pension arrangements and put forward recommendations in terms of me transferring to a Self-Invested Personal Pension. The report that was produced was easy to understand, with the pros and cons of each option clearly stated.
Have you seen the outcome you were hoping for?
Having taken the advice that Darius offered, I am very happy with the portfolio and fund managers in which / with whom my pension funds are now invested. My objectives for retirement are being met in full and regular reviews with Stratton ensure that I am fully aware of my current position, including ensuring that my exposure to risk remains within the agreed tolerance levels. Recent changes to my portfolio arrangements (recommended by Darius) have seen an uplift in my overall funds and have ensured that my drawdown of funds is perfectly balanced against my financial needs, both in terms of regular withdrawals and ad hoc requirements.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Where my pension was If I had left it in their company scheme and I had died my wife would have only received 50% of the pension. So moving it into your company my wife will receive 100% of the pension.
How has Darius Jalali helped you?
By explaining what he can do with my pension. For example the above question.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing it's all OK.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Gloucestershire
What were the circumstances that caused you to initially look for an adviser?
Pension; inheritance
How has Darius Jalali helped you?
Advised on investments and future financial planning
Have you seen the outcome you were hoping for?
Yes
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
Required a professional review of my finances
How has Darius Jalali helped you?
Provided me with a well written easily understood suggested plan and an in depth discussion.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I could find no weak areas
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I needed advice on a pension transfer.
How has Darius Jalali helped you?
The pension transfer was a much more complex matter than I initially envisaged. Darius and his colleagues provided detailed advice and explanations helping me to arrive at the best possible solution for my financial situation. I felt I could contact him at any time and the service was above and beyond what I could have hoped for - nothing was too much trouble.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing at all I can think of.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Needed to get some life insurance, Darius came highly recomended.
How has Darius Jalali helped you?
He explained the various types of cover and their benefits and then helped us select the best product for our needs.
Have you seen the outcome you were hoping for?
yes.
Review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had a DB Final Salary which are difficult in the sense that transferring in to a private scheme is not for everyone and requires a scientific approach including age, attitude to risk and forecasting. Darius and his team undertook a diligent review.
How has Darius Jalali helped you?
Provided advice based upon many factors and my pension has increased in value and Darius continues to watch it's progress and recently recommended a switch in funds as his view was that it could be a profitable move. It was.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not convinced that he could have done.
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Final salary pension, transfer.
How has Darius Jalali helped you?
Carried out a detailed analysis, presented the facts.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had an opportunity to take an early retirement package but needed help to put finances in order.
How has Darius Jalali helped you?
Darius listened to our concerns, worked through an investment plan, looking at the detail like our tax obligation.
Have you seen the outcome you were hoping for?
Now we are enjoying the retirement that we planned for!
What could they have done better?
I’m extremely happy
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I received a sum of shares from the business I work for and never having been in this position before needed professional advice on the best way to proceed.
How has Darius Jalali helped you?
Darius advised me on a long term investment strategy and has worked with me on a continued basis to implement this and support me with any queries. He has also set up life insurance for me.
Have you seen the outcome you were hoping for?
Absolutely. Darius has been fantastic. Always friendly and professional he has been very proactive in his approach, making me aware of options and opportunities in regards to my investments. As this was all new to me he has always been on hand to answer any questions I might have and has done so in a clear and concise manner, making me feel confident about the decisions I have made. Darius set out a plan for my investments and this has been implemented efficiently, assessed on a regular basis and has also laid out a long term approach which gives me peace of mind that my investments will continue to grow.
What could they have done better?
I really can't think of anything. Darius has provided a fantastic service.
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
New business owners with little understanding of pensions and investments.
How has Darius Jalali helped you?
Darius gave clear, concise advice that enabled us to make the right decisions in terms of pension contributions, planning for our future, and investments. Darius had a clear idea of our financial aims and works with us to ensure we will achieve these.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
I wanted a review undertaken in respect of my Self Invested Personal Pension (SIPP), to ensure that the investments were in-line with my appetite for risk and that my funds were invested in the most appropriate portfolios to achieve my objectives for the pension.
How has Darius Jalali helped you?
He undertook an extensive review and analysis of my existing arrangements and produced a very professional and detailed report, confirming my current position and making recommendations in terms of how these could be improved upon to meet my aims in retirement. After reading the report and having a follow-up meeting (via phone, as I live in France), I was happy to accept the recommendations. All arrangements in terms of setting up the new plans and transferring monies were undertaken on my behalf by Stratton Wealth Management (following digital completion of forms sent by Darius to me, which was extremely quick and easy to do).
Have you seen the outcome you were hoping for?
It's a little early to tell, as the transfers have only recently taken place. However, I am completely confident in the advice that I was given and Darius has arranged for update information (in terms of how my investments are progressing) to be sent to me on a regular basis. I will therefore be able to keep a close eye on my portfolios and, should I have any queries or concerns, am comfortable that I can take these up personally with Darius.
What could they have done better?
I have received excellent (5 Star) service and cannot therefore think of any ways that this could have been improved upon.
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
After moving house we needed help finding life insurance
How has Darius Jalali helped you?
Darius went through all the options available to us and helped us choose the best option for us. He did not push any products simply advised us and aided us to select which product was best for us.
Have you seen the outcome you were hoping for?
Yes, he has since been in contact to follow and ensure it is still the correct product for us.
What could they have done better?
Honestly I can not think of anything he could have done better.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I believed that my old final salary schemes should be transferred out as the transfer values were high
How has Darius Jalali helped you?
Darius analysed my pension schemes in the context of my financial and working plans and made a recommendation which I was happy with
Have you seen the outcome you were hoping for?
yes, definitely
What could they have done better?
Nothing springs to mind - Darius is very able and articulates matters very clearly. I have absolute confidence that he is at the leading edge in terms of regulation and investment and gave me the best advice.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
My husband and I needed a Financial Advisor to conduct a review of our pensions from various sources as we approached the age when we wanted to draw on them.
How has Darius Jalali helped you?
Darius provided an initial review/report which we adopted to restructure our pensions giving us flexibility as we get older.
Have you seen the outcome you were hoping for?
The outcome was better due to the flexibility we have plus we have an advisor we trust overseeing our affairs going forward.
What could they have done better?
I can't think of anything.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
approaching retirement
How has Darius Jalali helped you?
long term planning for retirement
Have you seen the outcome you were hoping for?
yes
What could they have done better?
not known
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
We were given some early inheritance money and was indeed of advice to make the most of it.
How has Darius Jalali helped you?
Darius has really sorted us out with what to do with the money for the best long term gains for us. And also advised my on improving my pension situation. We've never had spare money to invest for the future and it's all quite new for us. Darius has always been great at explaining things, answering questions and keeping us up to date and in the loop.
Have you seen the outcome you were hoping for?
Darius has been great and all we expected so far
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I needed a new pension and life cover.
How has Darius Jalali helped you?
He provided me with a full financial review, with a solid retirement plan. He also set me up with some life cover
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
No
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Previous advisor changed terms and conditions
How has Darius Jalali helped you?
Guided re investment
Have you seen the outcome you were hoping for?
N/A advice given very recently
What could they have done better?
Advice satisfactory
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
pension planning
How has Darius Jalali helped you?
He moved my pensions into an efficient vehicle to commence drawdown.
Have you seen the outcome you were hoping for?
Yes. 100%
What could they have done better?
Nothing. He has been great.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Being self employed I needed to set up a pension and had no idea where to start. I was also looking for ways to invest savings for my children.
How has Darius Jalali helped you?
He has helped me to set up an excellent pension plan- which has also been adaptable during the current pandemic. I also have investment plans for my two sons.
Have you seen the outcome you were hoping for?
Yes- extremely pleased with the service and wouldn’t hesitate to recommend
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
For general investments a desire to achieve better returns, and specialist advice was needed for considering whether to transfer out of final salary pension scheme.
How has Darius Jalali helped you?
Detailed consideration of my financial and domestic circumstances, together with a balanced and pragmatic approach to what I was wanting to achieve and why. Further detailed analysis was then carried out as to suitable products and providers. Information presented in a clear and logical way, with good accessibility when I had questions or needed assistance in understanding technical aspects.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing springs to mind.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Need to review pension pot and lack of confidence in previous adviser
How has Darius Jalali helped you?
Made proposals for pension and share portfolio
Have you seen the outcome you were hoping for?
Not really but Covid intervened so not surprised and he has maintained regular contact and is readily available to assist, responding quickly to any questions
What could they have done better?
I really can’t think of anything. He is always one step ahead
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We needed a firm we could trust to handle our savings and a pension
How has Darius Jalali helped you?
Darius would always explain the various risk levels of whatever he was suggesting, in a language we could understand, and helped us get our finances into good order.
Have you seen the outcome you were hoping for?
Bearing in mind the choppy conditions the financial world has been in, we feel glad that our savings are in good hands.
What could they have done better?
We're not expert enough to give Darius advice on how to manage the money. And he doesn't need any advice on how to deal with his clients! His interpersonal skills are spot on.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Early retirement from major UK bank (final salary pension scheme). Financial advice therefore required on how best to transfer / invest Pension Lump Sum.
How has Darius Jalali helped you?
Given personal circumstances, ongoing / future financial requirements / appetite to Risk / Reward, Darius recommended a Pension Transfer into several investments that met my long term financial requirements in a tax efficient way.
Have you seen the outcome you were hoping for?
Prior to the market downturn (due to Covid 19) - yes.
What could they have done better?
Given the good advice / service to date - unable to comment.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Because the company I had a pension with was not a good turn out for my wife if I died. She would have only received 50% of the pension.
How has Darius Jalali helped you?
He came and spoke to me at my house and ask me what I would like to do with my pension. He Came and set out a high medium and low Risk on me by asking questions on how I would like the money to perform for me.
Have you seen the outcome you were hoping for?
I have to be honest and say that I’ve have to drawdown some money so my outcome has not reached what I would have wanted (my fault).
What could they have done better?
I think if a financial adviser talks in layman’s terms I could have understood it more easily . What you have to relise is your business is finance mine is heavy goods drivein.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Pension to investment portfolio.
How has Darius Jalali helped you?
He made it perfectly clear from the start that he could not advise us in any way as to whether we should cash in a private pension. It was a decision that had to be made by us and us alone. We did our research and decided to cash in. Once we had made that decision and signed on rhe fitted line, we went back to Darius who then kicked into gear. It was amazing to see our portfolio unfold.
Have you seen the outcome you were hoping for?
Absolutely. Obviously C-19 was disastrous for the money markets but our investments were spread so that we did not take much of a tumble. We are in it for the long haul anyway so expected highs and lows.
What could they have done better?
Nothing!
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
I had changed employer and i had other pensions that were from previous employers and wanted to make an investment for the longer term.
How has Darius Jalali helped you?
Darius gave me peace of mind that i was making the right decisions for my future. I didn't have any knowledge of the market or pensions before i spoke to Dari. I felt confident that he would advise me the best he could, based on the answers to the questions he asked me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I felt comfortable that he did everything he could to help.
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Darius Jalali helped you?
Darius , reviewed my pensions and gave me some great advice .
Have you seen the outcome you were hoping for?
Yes
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
I had capital to invest.
How has Darius Jalali helped you?
Darius listened to my needs amd mapped out all possible avenues. He was honest and supportive.
Have you seen the outcome you were hoping for?
I am very happy with our business relationship.
What could they have done better?
N/a
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Support for investments and pensions.
How has Darius Jalali helped you?
I got clear and precise guidance from someone very knowledgeable, caring and honest.
Have you seen the outcome you were hoping for?
Absolutely
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
I was looking for long term financial support and advice to secure my, and my families, future. I was unsure where to begin the journey and how to plan.
How has Darius Jalali helped you?
Darius has been fantastic helping me understand my Financial options For both the short and long term. Honest, balanced and proactive, I would recommend Darius to any other person seeking to invest in their long term future.
Have you seen the outcome you were hoping for?
Yes, Darius has continuously kept me updated on my portfolio’s progression with short term success already being achieved.
What could they have done better?
I can’t fault the service I have been given so far by Darius. I would recommend him to anyone seeking to secure their financial short and long future.
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
To invest ours and our children's savings
How has Darius Jalali helped you?
By finding the best solution and sorting everything out for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
My wife and I were keen to understand our options for investing in stocks and shares, as well as retirement planning and savings.
How has Darius Jalali helped you?
Darius explained the various options available to us, and assisted in setting up our investment portfolio and health insurance cover. This included private pension plans and a complex employee share scheme.
Have you seen the outcome you were hoping for?
Yes - we have a clear picture of our investment portfolio and receive regular updates from Darius, who is always on hand to assist if we have any queries