Sanjay's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 26 )
Pensions ( 41 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 11 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 13 )
£100k - £200k ( 9 )
Up to £50k ( 11 )
£50k - 100k ( 5 )
Review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement
How has Sanjay Badhan helped you?
He has been my go to person
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Sanjay:
Thank you for your review, Graham. It has been a pleasure helping transition you to retirement, and we look forward to catching up when we next speak.Review
by a verified client in Wiltshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to consolidate pensions
How has Sanjay Badhan helped you?
The initial consultation was OK however I have seen zero financial advice. All we have received is a copy of a web page I can simply Google stating facts such as how many transactions have been completed which has no interest or use.
Have you seen the outcome you were hoping for?
No.
What could they have done better?
Each time I have asked for something I have had to follow up or it unfortunately has not been delivered. This time I asked for a forecast which would be delivered for myself and partner and we have received nothing still. This is an expensive service for what is currently being delivered. We also asked for new Transact password and username for my partner which has not been received either.
Sanjay:
Hi Ray, thank you for taking the time to leave a review, and we welcome all feedback, both constructive and positive. Thank you for the private feedback saying that you would recommend us and that our correspondence is quite clear. I am puzzled by some of the points in the public feedback, as since our meeting last month, we have been waiting to receive your updated figures to enable us to complete your annual reports. Becki from the support team followed up by email on 14th November, and nothing has been received since. In our meeting, we agreed to finalise your reports for you before the end of this year. I explained the forecasts would be in these; however, as discussed, we require your information first to ensure the advice is correct for your circumstances. We requested Transact to send the login details. However, this may have been lost or delayed in the post, given the ongoing strikes. We are happy to re-request this again, but please note that it is not Future Planning withholding this; rather, we depend on Transact, a third party sending them to you. We look forward to receiving your completed information as soon as possible, so we can continue to deliver value for money and those forecasts and reports that I know you are keen to receive. I look forward to speaking with you soon.Review
by a verified client in Oxfordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to manage my finances and not a strong desire to do so myself
How has Sanjay Badhan helped you?
He has given me a clearer view of my position.
Have you seen the outcome you were hoping for?
Not yet. My situation has changed recently and I am in the process of rearranging my situation
What could they have done better?
Nothing comes to mind.
Sanjay:
Thank you for taking the time to leave a review, Matt, and I hope everything is faring well.Review
by a verified client in Wiltshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement
How has Sanjay Badhan helped you?
planning for the future
Have you seen the outcome you were hoping for?
no issues and happy with the current situation
What could they have done better?
N/A
Sanjay:
Thank you for your review, Neil. I hope you are well and look forward to catching up soon.Review
by a verified client in Wiltshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to retire early and sought advice regarding access to my company and personal pension schemes
How has Sanjay Badhan helped you?
Sound, honest advice based on an a full understanding of my retirement goals
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Sanjay and his team are competent, reliable and trustworthy. I have not seen any areas where they have not performed well
Sanjay:
Thank you for your review Jonathan, and we hope all is well with the family. I look forward to catching up soon!