Priyesh Patel

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

I was looking to obtain a mortgage and assess feasibility of buying a property.

How has Priyesh Patel helped you?

Priyesh has been incredibly useful. He has provided great advice and guidance throughout the house move process. Not only helping initiate the moving process and everything that comes with it, but also help set us up for the future post house move.

Have you seen the outcome you were hoping for?

Yes I have.

Please provide a brief comment about your experience with Priyesh

Great experience from the start to finish,, on what I needed to be doing, no jargon, will be taking his guidance on board and I’m looking forward to working with him as a plan out my future.

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

Buying my first property.

How has Priyesh Patel helped you?

Priyesh helped my partner and I through the process of buying our first property. He took the time to help us understand all the risks and financial responsibilities of having a mortgage, but explained everything in a simple and stress-free way. Having the Ablestoke team on board to support us with our mortgage also helped speed up the process. After we completed the purchase, Priyesh also helped us set up our life insurance. He clearly explained the benefits and what you should typically expect to spend, making the entire experience smooth and reassuring.

Have you seen the outcome you were hoping for?

Absolutely—having Priyesh support us along the way made everything so much less stressful and definitely helped speed up the process for us as well.

Please provide a brief comment about your experience with Priyesh

Priyesh Patel was very helpful in explaining the many different investment options.

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

As a fairly financially risk adverse person, who wants to retire early enough to enjoy it, I needed quality advice and support in my financial planning, from someone trustworthy.

How has Priyesh Patel helped you?

Insurances, mortgages, pensions and savings. Priyesh is a kind person who is careful in his explanations and demonstrates his emotional intelligence during consultations.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

I can’t think of anything!