Anil's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 51 )
Pensions ( 27 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 5 )
Up to £50k ( 23 )
£50k - 100k ( 6 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Wiltshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a remortgage
How has Anil Badhan helped you?
Most definitely helped
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not at all. The service was outstanding
Anil:
Thank you for the excellent review!Review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To purchase my first house and then to onto remortgage.
How has Anil Badhan helped you?
Anil is the reason I purchased my house after making me aware of the “Right to buy” scheme.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Anil:
Thank you for the excellent review!Review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a remortgage
How has Anil Badhan helped you?
Found me the best product available & went over and beyond to work for my remortgage during his annual leave.
Have you seen the outcome you were hoping for?
Yea
What could they have done better?
Nothing
Anil:
Thank you, Arun, for the excellent review!Repeat review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anil Badhan helped you since your last review?
Anil continues to support me with financial planning and helping to transition my investment into retirement products aligned to my appetite for risk and shorter term requirements. The annual review he does is a key part of that process which helps me understand my needs and the suggested options.
Anil:
Thank you for the excellent review Paul. I hope you have a great weekend and Happy New Year to you and the family!Review
by a verified client in Wiltshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had thought about investing for sometime but it just seemed a minefield to me
How has Anil Badhan helped you?
Anil listened to my thoughts and worries about investing, gave me excellent advice on which could be ideal for myself
Have you seen the outcome you were hoping for?
In truth it’s very early but I’m very happy with the way it’s currently going, everything Anil had said before is spot on.
What could they have done better?
I don’t think for me personally it could’ve been done better. Anil guided and listened to me every step of the way