Aman's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 5 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Review
by a verified client in Stirlingshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed professional help to grow our portfolio, not just follow the market.
How has Aman Mashiana helped you?
Aman is very knowledgeable with regard to financial markets and trends both at home and abroad. He conducts appropriate research and is able to advise accordingly.
Have you seen the outcome you were hoping for?
Yes, in difficult financial times he has done well.
Repeat review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Aman Mashiana helped you since your last review?
Setting up a stocks and shares ISA portfolio and regular monitoring. Changes to our Wills.
Repeat review
by a verified client in Stirlingshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Aman Mashiana helped you since your last review?
He has proactively monitored our accounts to try to mitigate the effects of the pandemic and make gains where possible
Repeat review
by a verified client in Gloucestershire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Aman Mashiana helped you since your last review?
Regular updates, a customised fund portfolio and fund switch.
Review
by a verified client in Nottinghamshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed Inheritance planning advice.
How has Aman Mashiana helped you?
By telling me about various options and suggesting the most appropriate in his opinion.
Have you seen the outcome you were hoping for?
Too early to tell.
What could they have done better?
I have no way of knowing.