Reviewed for

Insurance and Protection ( 17 )

Mortgages ( 47 )

Pensions ( 22 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 8 )

Investments and Savings ( 23 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 9 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 7 )

£100k - £200k ( 4 )

£50k - 100k ( 5 )

Up to £50k ( 22 )

Client reviews

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Wiltshire

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

I had several pensions and investments and wanted to move then to one platform to simplify things. I also wanted to be able to take some cash out to make home improvements and just have some money accessible if needed.

Have you seen the outcome you were hoping for?

Yes, my investments and two pensions have been transferred to a new platform and everything is now close to being finalised.

How has Anil Badhan helped you?

I was nervous about seeing a financial advisor but from our first meeting Anil put me at my ease. He understood what I hoped to achieve and explained my options clearly. Throughout the process Anil has kept me informed of progress and been contactable when I had questions.

What could they have done better?

I don't think anything could have been done better really, I have been happy with how everything has gone.

Anil's reply

Thank you for the excellent review Sandie!

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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 provides me with the right amount of information in order to make informed choices on how I invest etc. He fully understands my appetite for risk and offers me new and exciting options for investment when appropriate.

Anil's reply

Thank you for the excellent review Paul!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

Moving from the being full time employed into retirement presented a need for my spouse and I to seek independent financial advice.

Have you seen the outcome you were hoping for?

So far, yes. Our annual cyclic process has and continues to deliver.

How has Anil Badhan helped you?

Regular and timely planning cycles have been combined with sound advice and clear financial management goals, which has given us peace of mind that we are financially stable allowing us, now and going forward, to relax and enjoy our retirement years.

What could they have done better?

For what we requested, nothing. Anil and Future Planning routinely plan out interactions that fits the bill of what we asked for and receive.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Wanted professional advice on my pension

Have you seen the outcome you were hoping for?

Yes

How has Anil Badhan helped you?

Anil reviewed my pension, which has never been done before. I was concerned that I would have a short fall of income in my retirement. He looked into my pension for me and he explained clearly technical pension information in a way that I could understand. He provided me with a recommendation to improve my retirement planning.

What could they have done better?

Not much at all. Very happy

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Professional advice on my pension

Have you seen the outcome you were hoping for?

Yes

How has Anil Badhan helped you?

Anil manages my pension and also carried out a review. I had some questions around my tax position, Anil answered all my questions and was able to increase my tax efficiency

What could they have done better?

Nothing at all. Very happy with the service (5 stars).

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Mortgage Pension Advice Investments & Savings Life insurance

Have you seen the outcome you were hoping for?

Yes Very happy

How has Anil Badhan helped you?

Anil has helped me with a number of products and services. Anil gave me great investment advice which helped me plan my finances much better which also saved me money. Anils’s advice helped me reduced my risk profile which is peace of mind to me, his advice has eased my concerns greatly.

What could they have done better?

Provided the service for free. (Joke) Very professional and punctual service!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Looking to purchase a property and find the best mortgage that suits my needs.

Have you seen the outcome you were hoping for?

Yes.

How has Anil Badhan helped you?

Anil has kept me up to date with regular communication throughout my process, answering any questions and putting my mind at ease.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

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

First time buyer needed more advice as a seafarer

Have you seen the outcome you were hoping for?

Yes

How has Anil Badhan helped you?

Welcomed all my questions with a professional friendly demeanour as well as being prompt as possible, provided market research report and offered advice based on the current market

What could they have done better?

Nothing.

Anil's reply

Thank you for the excellent review Louise!

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Been thinking for a while to do a private pension for a while

Have you seen the outcome you were hoping for?

Yes

How has Anil Badhan helped you?

Yes

Anil's reply

Thank you for your feedback and for the good review!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

First time buying a property. I was recommended Anil through a friend who Anil had also helped and I couldn't be happier with the service I received.

Have you seen the outcome you were hoping for?

Yes. Anil is easy to talk to, he listens to everything and advised me accordingly to a very successful conclusion.

How has Anil Badhan helped you?

Securing a mortgage. Anil is easily contactable, very knowledgable about his field of expertise and very experienced also.

What could they have done better?

I couldn't be happier, nothing more to add.

Anil's reply

Thank you for the excellent review Will!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

We are planning for my husband's retirement and we needed trustworthy professional advice about Pensions and Investments to give us the best possible retirement.

Have you seen the outcome you were hoping for?

It is very early days for our investments to bear fruit but Anil has given us very sound and clear advice on what our income and assets will/won't provide for us. This has meant that he has recommended investing a proportion of our savings for the medium term and that we will have to consider downsizing to release equity from our property to allow us to live our best retirement lifestyle.

How has Anil Badhan helped you?

Initially Anil ensured that he got to know us as people and then he listened carefully to our requirements in retirement and crafted our pension and investment to meet our current and future needs.

What could they have done better?

Nothing. We are very happy with the service that Anil has provided us so far.

Anil's reply

Thank you for the excellent review Dawn (and Liam!) It has been a pleasure to work with you as your financial planner.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Need to remortgage

Have you seen the outcome you were hoping for?

Yes

How has Anil Badhan helped you?

Yes

Anil's reply

Thank you Kat for the excellent review!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

I'd paid off my mortgage and wanted to use the excess money to retire early

Have you seen the outcome you were hoping for?

Partially. The markets have not performed as well lately as previously so the investment gains have been less however I believe my investments have done better than where i had them previously.

How has Anil Badhan helped you?

He has identified different ways for me to invest money than I knew before. He has reviewed my investments and made recommendations to change portfolios where sensible.

What could they have done better?

I can't think of anything right now.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

Forgotten in the mists of history I used Halifax which was Anil,s brother . When he set up on hisvownbI wentbalong

Have you seen the outcome you were hoping for?

No There are too many reasons to tabulate . Primarily ;Austerity followed in 5ime by Clovis and recently the a European war . All this is above any advice

How has Anil Badhan helped you?

Always approachable . Always steady and very thoughtful with deep insight to the financial tribulations

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

We were coming up for a remortgage this year around June/July and contacted Anil to help out as he was the one who helped us with the previous mortgage deal wherein he provided a fabulous service. This time around Anil actually went above and beyond to ensure we kept the low (fixed rate) mortgage and worked overtime to get the mortgage through to completion. The reason for the last minute dash was that the markets were going to put the rates up and had it not been for Anil's proactiveness in keeping an eye on the trends, we would've been paying a few more hundred pounds for our mortgage.

Have you seen the outcome you were hoping for?

Absolutely - infact as I highlighted above, it was beyond expectation

How has Anil Badhan helped you?

As per above, Anil ensured we kept the low rate by keeping an eye on the market trend

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

The need for expert advice and guidance in order to bring our financial affairs under control and prepare with confidence for the future.

Have you seen the outcome you were hoping for?

Yes very much.

How has Anil Badhan helped you?

Anil has managed to help us as non-financial experts understand our finances and make informed decisions about investments and pensions so that we feel in the best position possible to make our finances work for us and to secure the best possible future and retirement.

What could they have done better?

Nothing.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

I didn’t know all there is to know about pensions and how to make out of my situation.

How has Anil Badhan helped you?

Anil took his time with me to explain everything over and go through all my options.

Have you seen the outcome you were hoping for?

Absolutely. My pension scheme is set up in a way that I will benefit tremendously in the future with little to no change of lifestyle which is what it’s all about.

What could they have done better?

Nothing. Very professional outfit and they put me in the centre of their service.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

I was at retirement and needed advice on investing my pension

How has Anil Badhan helped you?

Pointed me in the right direction

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

My initial requirement was when I was buying my first property and didn't understand the process.

How has Anil Badhan helped you?

Anil was fantastic in providing step by step guide on the process. This eased my understanding of mortgage process and was delighted to finally secure a competitive mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have nothing but positive feedback on the level of service provided by Anil.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

Better rates than going direct

How has Anil Badhan helped you?

Spent the time explaining the products in detail

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There’s nothing that Anil can do better, well done Anil

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

My current fixed termed mortgage was coming to an end.

How has Anil Badhan helped you?

Anil has found me the best rate possible for my re mortgage. Advised me in my options from change of ownership of the property to how much additional money I could borrow for home improvements.

Have you seen the outcome you were hoping for?

Yes. My re mortgage wasn’t an easy standard re mortgage.

What could they have done better?

Nothing.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

Divorce

How has Anil Badhan helped you?

Anil has provided high quality, trusted advice. He ran through the various investment options and we came to an excellent long term resolution that fits my lifestyle and investment expectations.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

He could have brought his Staffie to the office! Seriously, I cannot fault the advice provided and his fully professional and courteous attitude to investment.

Anil's reply

Thank you for the excellent review. It has been awesome to work with you, and I thoroughly enjoy our chats! I look forward to you meeting Kai in a month or so :-)

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Anil

As a returning customer for getting our remortgage done, I couldn't recommend Anil highly enough. On both instances, he has went over and above to find us the right product that suits our requirements and has ensured he keeps on top of the E-to-E process. Anil proactively called me when he realized that the product prices are about to rise and worked overtime to get us the product which saved us quite a bit of money!

Anil's reply

Thank you Jaydev for the excellent review, it has been a great pleasure to work with you again.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Manchester

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

Applying for a mortgage and Anil came highly recommended by a friend who Anil has provided financial advisory service for some 3 years ago.

How has Anil Badhan helped you?

Anil is an excellent professional and a well versed financial advisor. I explained my situation to Anil, he understood me straight away and got everything moving smoothly. Anil is engaging, quick to respond and kept me updated throughout the process. Would definitely recommend. I

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Anil's reply

Thank you for the excellent review. It has been a great pleasure to work with you!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

Pension advice Remortgage Life insurance

How has Anil Badhan helped you?

Anil helped me understand every product that we discussed which gave me a clear understanding into making my decisions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Honestly I don’t think Anil could have done more!

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Anil

Anil has been superb from start to finish on helping me with my finances and my pensions. So professional and makes everything so simple to understand. 100% recommend. Thank you.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Required an additional Buy To Let Mortgage

How has Anil Badhan helped you?

Anil obtained a Limited Company Buy to Let mortgage for me.

Have you seen the outcome you were hoping for?

Yes absolutely, very helpful service as always.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

I wanted to review my existing pension arrangements and consider additional investments to maximise long term return on savings.

How has Anil Badhan helped you?

Anil provided excellent advice and a clear review of my current financial situation and investment goals. He advised me on options that met my criteria and desired outcomes.

Have you seen the outcome you were hoping for?

I have completed the transferral of my previous portfolio to a solution that is better suited for my immediate funds and ongoing investments.

What could they have done better?

Nothing, Anil was patient with my many questions and clarifications as well as the time it took for me to provide necessary information and documents.

Anil's reply

Thanks for the great review Tim It has been a pleasure to be your adviser Kind regards Anil

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Pension transfer into investments

How has Anil Badhan helped you?

Matching my risk profile to a portfolio which has performed well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Hard to see how!

Anil's reply

Hi Bill Thank you for your excellent review! All the best Anil

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

We wanted a more flexible retirement option to supplement my defined benefit pension

How has Anil Badhan helped you?

He has listened to our priorities, taken into account our attitude to risk and has advised on which investment products are best for me and my wife.

Have you seen the outcome you were hoping for?

Yes, we have saved more than we would have by doing it ourselves even taking into account adviser fees.

What could they have done better?

I can't think of anything.

Anil's reply

Hi Paul, Thank you for the excellent review!

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

My fixed rate was ending and with a job change I wanted to secure another one long term.

How has Anil Badhan helped you?

Anil provided advice and suggestions which suited me and mylifestyle and has gone above and beyond to help me remortgage successfully.

Have you seen the outcome you were hoping for?

The outcome has actually excelled my original expectations. Very happy!

What could they have done better?

In all honesty nothing. Smooth and easy process.

Anil's reply

Thank you Kail for the excellent review

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

We were reaching the stage in life of needing a formal plan for our finances looking ahead to retirement and beyond.

How has Anil Badhan helped you?

Anil helped us by de-mistifying the complexities of financial planning, explaining the many and varied aspects of our finances, our options, and helping our understanding so that we were able to make informed choices about our finances. His expert advice and guidance has helped to ensure that our finances are managed effectively, investment opportunities maximised, and given us confidence for our future.

Have you seen the outcome you were hoping for?

Whilst our work with Anil has been focused on longer-term, post retirement financial management, we have already seen the benefit of his advice and guidance.

What could they have done better?

Nothing. We are delighted with the service provided.

Anil's reply

Thank you for the excellent review, it is a pleasure to work with you.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Anil

he is very competent and calm he explains well and doesnt mind answering questions however silly he puts us at ease

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Between us, my husband and I had a number of pensions and a cash lump sum and wanted expert advice on how arrange our finances to our best advantage.

How has Anil Badhan helped you?

Anil undertook to ensure he thoroughly understood our current lifestyle spending and what we were hoping for in the future. He used his extensive knowledge to advise us how best to arrange our finances to achieve that goal. Anil always presented himself in a polite, professional manner at the same time being very personable. He explained things to us in a clear way, never making us feel inadequate for not understanding some aspects of finance. We were always kept up to date with proceedings and we both felt Anil truly had our best interests at heart.

Have you seen the outcome you were hoping for?

The outcome was considerably better than we had hoped for. His advice meant we have much more efficient spending power in retirement than we thought possible.

What could they have done better?

Honestly....nothing! We have been more than happy with the service we have received.

Anil's reply

Thank you for the excellent review! It has been a pleasure to work with Colin and yourself :-)

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Anil

Highly recommended!! Anil is extremely knowledgeable and has answered every question, (and there was a lot), I had about the direction I wanted to go in with my future, and with my pensions. Phone or e-mail, Anil would always get straight back to me and talk me through each question I had in a way I understood. I will certainly be using Anil for other financial services in the future.

Anil's reply

Thank you Scott for the excellent first impression review. It has been a pleasure to work with you so far. Have a great bank holiday weekend.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Me and my wife were looking ahead at retirement and needed some financial advice and planning.

How has Anil Badhan helped you?

Anil was extremely thorough with his investigation and understanding of our current financial situation and future requirements. He has been able to create and go through with us a financial plan and also advise us on how to best use our savings with investment choices along with future access to pension funds that ultimately will enable us to retire comfortably.

Have you seen the outcome you were hoping for?

Yes, we had a financial review with Anil where he talked us through our plan and answered all questions that we had in a professional and friendly manner.

What could they have done better?

There is nothing that could have been done better.

Anil's reply

Thank you, Dave, for the excellent review. It has been a pleasure to work with you.

Review from verified client

January, 2021

Overall

Value

Service

Advice

Based in Bristol

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

Renewal of mortgage

How has Anil Badhan helped you?

Found very competitive product very quickly and helped us to secure it with minimal hassle

Have you seen the outcome you were hoping for?

100%

Anil's reply

Thank you Becky for the excellent review.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Was already a customer and Mr Badhan took over my investment.

How has Anil Badhan helped you?

He sees me on an annual basis to review my investments to ensure they are working for me.

Have you seen the outcome you were hoping for?

Under the current environment, yes.

What could they have done better?

Nothing comes to mind at the moment.

Anil's reply

Thank you Kim for the excellent review. It has been a pleasure to work with you.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

I Needed an expert with an professional opinion

How has Anil Badhan helped you?

I wanted my pension reviewed, help remortgaging my buy to let and help on purchasing my dream home for my family. I expected this all to be very challenging given we are in a pandemic. Anil always kept me updated and made it a pain free experience. I could not recommend him higher, everything was explained clearly and I never felt rushed. I have managed to secure the best mortgage rates in the market and moved my pension to a better provider

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Couldn’t have done anything better. The service was great. Thank you so much

Anil's reply

Thank you Arun for the great review. It has been a pleasure to work with you.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Receipt of lump sum from work pension

How has Anil Badhan helped you?

Review of current situation with investment portfolio

Have you seen the outcome you were hoping for?

Anil is considering any changes necessary due to current risk profile.

Anil's reply

Thank you Rich for the excellent review.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Wanted to invest some of our savings where we would get higher growth than in a cash isa.

How has Anil Badhan helped you?

He reviewed our income and investments, plus our attitude to risk now we are over 70.

Have you seen the outcome you were hoping for?

He is looking into possible changes to our portfolio relative to our attitude to risk.

Anil's reply

Thank you Rach for the excellent review.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

I was looking to obtain a 90% LTV mortgage product which seemed to be getting ever-rarer throughout 2020, made even more difficult with a recent job change.

How has Anil Badhan helped you?

Anil was able to find me a mortgage product that met my circumstances.

Have you seen the outcome you were hoping for?

yes, I received a mortgage offer with absolutely no queries or fuss.

What could they have done better?

Nothing, I believe Anil did the absolute best possible in the circumances presented.

Anil's reply

Thank you, Mike, for the excellent review.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Pension investment

How has Anil Badhan helped you?

Explained options fully

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind!

Anil's reply

Thank you, Justine, for the great review.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Anil

Excellent service. Very knowledgable and helpful.

Anil's reply

Thank you for the great feedback Tom. I look forward to speaking with you in the near future.

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Anil

I approached Anil because I wanted a second opinion on my finances from an expert. During our telephone call and face to face meeting I felt Anil explained technical terms in a way I could understand and digest. He came across very professional, down to earth and was knowledgeable when answering my questions.

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Anil

A pleasure to deal with, very professional and efficient.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Moving home

How has Anil Badhan helped you?

Found us a mortgage for our new home

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Professional yet approachable, broke down the business jargon. Couldn’t recommend enough.

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Anil

.

Anil's reply

Hi Iain Thank you for taking the time to leave a kind review. I am always looking to improve the service I offer to prospective clients. Please let me know if there is anything I had missed from providing you with an excellent service so far. I look forward to speaking with you soon and working with you to meet your expectations, needs and goals. All the best Anil

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Anil

From the outset we have been very happy with Anil's interest and willingness help with our financial planning. He extended an extremely courteous manner, in both telephone and face to face encounters. He has been clear and informative, demonstrating understanding and patience when any clarification was needed. We felt that nothing was too much trouble and that he had plenty of time for us. He took a genuine interest in us and we were made to feel like valued clients. We are looking forward to his continued help.

Anil's reply

Dear Mandi Thank you for the excellent first impression review! It has been a pleasure to get to know and work with Colin and yourself, and I look forward to speaking to you very soon. P.S. I hope you had a wonderful and relaxing time away.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

63 years old made redundant and running my own consultancy, wanted to clear mortgage using pension.

How has Anil Badhan helped you?

Advice on above plus savings

Have you seen the outcome you were hoping for?

Coming soon

What could they have done better?

Hard to think of a way he could have performed better

Anil's reply

Thank you for the excellent review, Bill. It is great to have you as a client. Kind regards Anil

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Anil

Anil has been amazing throughout the services he has provided. His was initially recommended to me by a family member with high praises and has definitely lived up to his name. Anil has been professional, knowledgeable and understanding throughout. His communication skills have been great as he has kept me informed and updated in each stage providing clarification where required. I have all intentions on working with him in future and also recommending his services to family and friends.

Anil's reply

Thank you Vicki for the excellent review! It has been a joy to work with you. Kind regards Anil

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Investment opportunities

How has Anil Badhan helped you?

Private Pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was provided with a professional service 5stars

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Berkshire

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

In order to finalise financial matters as a consequence of the termination of my marriage

How has Anil Badhan helped you?

Anil Bashan gave me a comprehensive analysis of the issues that needed to be considered, and the outcomes in the short and longer term.

Have you seen the outcome you were hoping for?

It is in the process of being concluded.

What could they have done better?

I really cannot think of anything that Anil Bashan could have done better. He is a experienced and professional person and all his interactions are personable, accurate, and informative.

Anil's reply

Thank you for the kind review! Stay safe and speak to you soon.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Bristol

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

I was with royal london and things seened ok until it was time to get my penson ,I did not like what they said if I left my penson with them,they made me a offer of just £2000 ayear and if I died that all the money left go,s back to royal london not happy with that so I look on the internet and found anil badhan and I am very happy so far

How has Anil Badhan helped you?

internet

Have you seen the outcome you were hoping for?

I think there is more to look forward they royal london so yesits very to say right no with the crona 19 still with us

What could they have done better?

when you tust someone I dont think a reviev needed as long as he keeps in cantact with over the phone from time to time

Anil's reply

Thank you for the kind review, Mike. It has been great working with you so far, stay safe during the pandemic.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

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

Lack of growth products in business accounts.

How has Anil Badhan helped you?

He first spent a lot of time working with us discussing our financial goals and performing an audit of our finances drilling down to every penny we spend and earn, then putting a plan together to achieve our goals.

Have you seen the outcome you were hoping for?

Not yet due to CoVid (everything went down by 20-25% but we are now back on track!

Anil's reply

Thank you for your kind review, Ayan and Family!

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

I have worked hard for many years managing to save a sum of money through a savings account and also property. I knew that There was more I could do with my money but I didn't know the avenues to pursue. Anil was not only a guide through helping me find a level of financial intelligence but he cared for me and my family in a way that made the whole experience personal. I would highly recommend him, as I feel I would be disadvantaged without his services as it's one I can actually trust.

How has Anil Badhan helped you?

He took the time to understand what was important to me and rearranged my savings & pensions in a way to put me on track to reach my goals. Answering technical queries in a way that I could understand.

Have you seen the outcome you were hoping for?

Yes, I feel that I am receiving great value for money.

What could they have done better?

Nothing, thank you for your services so far.

Anil's reply

Thank you!! I really appreciate you being a client and helping to share the word about me. I am so grateful for the high review!

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

At the time I was looking for a new mortgage rate as I wasn’t satisfied with my current plan and unsure what sort of plan would suit me. Both a family member and close friend of mine highly recommended Anil as they had previously used him as a financial adviser.

How has Anil Badhan helped you?

I left an email stating what I was looking for and Anil had responded within the hour and arranged a meeting with me. He was very understanding to my personal needs and what I was looking for and reviewed a plan out for me giving me a better rate than any other adviser I had dealt with. Very friendly, approachable and a very much relaxed environment. 5* service provided.

Have you seen the outcome you were hoping for?

Yes. Really happy with my current plan and highly rate this advisor. It left me in a feel good mood after the meeting and seemed like it was hassle free.

What could they have done better?

None. A very effective strategy he uses with set agendas, professionalism and felt like he really looked after me as a client of his.

Anil's reply

Thank you!! I am so grateful for the 5* review and it has been a pleasure to work with you!

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

My family were looking into ownership of property changes

How has Anil Badhan helped you?

He advised me on the best way for the future

Have you seen the outcome you were hoping for?

Yes. This last week we have had confirmation of changes

What could they have done better?

I can honestly say nothing could have gone more smoothly in this activity.

Anil's reply

Thank you so much for taking the time to leave me this amazing review.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I work at sea and paid in Euros so needed a mortgage advisor that could find a lender that understands my unique situation in order to get a mortgage in the UK.

How has Anil Badhan helped you?

As it was my first mortgage Anil talked me through the process stage by stage. His knowledge and expertise made me feel complete reassurance that he would find the right lender and deal for my current situation. I was very happy with his service and would recommend him to my friends and colleagues.

Have you seen the outcome you were hoping for?

Yes, my mortgage was confirmed yesterday

What could they have done better?

I feel he hit every point I would have expected so extremely happy

Anil's reply

Thank you Rob! It has been great to work with you and I hope the remainder of your home purchase runs smoothly.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

I had been self employed for sometime and had not consider my future or finances. When this changed and I became a full time employee I realised I had not consider my retirement plans which is why I made an appointment with Anil at Future Planning.

How has Anil Badhan helped you?

After meeting with Anil to talked through my requirements he was able to source solutions and give me recommendations on how best to plan for the future.

Have you seen the outcome you were hoping for?

Yes everything is now in in place and I'm very happy. After my meetings with Anil I decided to take a product I had not considered before as I was not aware of it.

What could they have done better?

Nothing I was very happy with the service provided.

Anil's reply

Thank you so much for taking the time to leave me this brilliant review.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Moving home and rental property requiring Mortgages.

How has Anil Badhan helped you?

Anil has helped me on various occasions, firstly a couple of years ago with a commercial mortgage, then a residential mortgage to buy a house and then finally a Buy to Let mortgage for a rental property.

Have you seen the outcome you were hoping for?

Yes all three times, I have been accepted for the Mortgages proposed by Anil.

What could they have done better?

None, Anil has been much more helpful and knowledgeable than advisers I have used in the past.

Anil's reply

Thank you so much for taking the time to leave me this amazing review. All the best to you in your new home.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

Our current fixed term mortgage, previously arranged with the support and advice of Future Planning Wealth Management, was due to reach the end of its initial term and we were looking to remortgage.

How has Anil Badhan helped you?

Our previous mortgage was arranged with Anil's colleague but Anil personally took the time to fully understand how our situation financially had changed and would change over the coming years as well as our plans for where we would live. He provided brilliant advice, explaining pros and cons of different options and guiding us through the different stages of the process. He was always happy to pick up the phone and take time to answer questions or give further guidance when we were unsure of aspects of the documentation.

Have you seen the outcome you were hoping for?

Yes, we were given clear advice, informed by an understanding of our situation, and we have successfully remortgaged.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

A buy to let mortgage was new to me.

How has Anil Badhan helped you?

He gave me advise on the products on offer and kept me informed though out the process.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, a great asset to future planning wealth management

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

We were looking for a remortgage and asked Anil to help us find a mortgage that suits our needs.

How has Anil Badhan helped you?

Anil worked tirelessly to get us the right mortgage and proactively kept us updated on the progress. This meant we had little to no involvement in calling up the banks trying to sort out our remortgage - this was really helpful as we were out on a 3 week holiday during the remortgage process which would have otherwise meant some long distance calls in trying to get the offer from the new bank.

Have you seen the outcome you were hoping for?

Yes, we managed to get the best rates in the market for our remortgage and with minimum fuss.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in West Midlands

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

We were moving house.

How has Anil Badhan helped you?

He helped us greatly by getting us a great rate and taking all of the hassle out of the process. He was always quick to respond and to action tasks always going the extra mile. A very positive experience and we will definitely use him again.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

We were moving home and became exasperated by our then building society's online mortgage application process.

How has Anil Badhan helped you?

Anil was very reassuring and fully understood our situation and the fact we we had wasted a lot of time with present lender and needed some prompt assistance. Everything was completed so efficiently and Anil made certain we understood each step. Anil made the process as stress free as possible for us, very refreshing! Communication was excellent throughout.

Have you seen the outcome you were hoping for?

Yes we have had the outcome we set out to achieve and feel the product we have meets our needs and expectations. We are a big step closer to realising our long term dream.

What could they have done better?

I can't think of anything that could have been improved upon and would have no hesitation in recommending Anil to anyone requiring mortgage advice.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

Remortgage.

How has Anil Badhan helped you?

Getting us the best deal.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Oxfordshire

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

To obtain the best mortgage deal.

How has Anil Badhan helped you?

Anil is very efficient in researching the best product that suits my circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Bristol

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

We were looking to buy a house and friends recommended Anil.

How has Anil Badhan helped you?

Anil very patiently (!) explained a lot of different options for mortgages in layman's terms and also listened to our opinions. We certainly get like he took our points on board and got us the best mortgage product and package for our purchase.

Have you seen the outcome you were hoping for?

Yes, we are chuffed to have a mortgage in principle on our new home!.

What could they have done better?

Anil was very polite, patient, and professional. He was easy to talk to and we couldn't have wished for more from him.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

Applying for a Mortgage.

How has Anil Badhan helped you?

Anil Badhan advised us on our affordability, the products on the market applicable for us, he went through all options thoroughly with precise and clear communication, He was very helpful friendly and would recommend to anyone applying for a mortgage , mortgage application also submitted by Anil.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

n/a happy with entire service

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

I was a first time buyer & wanted to be sure I had recived the best product on the market for my circumstances at the time.

How has Anil Badhan helped you?

I had a consultation with anil & straight away i felt very well looked after. My process was swift & exicuted with perfection. I was a first time buyer so it was alot to take in but with anils help it felt very easy & most of all stress free.

Have you seen the outcome you were hoping for?

I have seen my outcome & im very pleased with the service I have received from start to Finish.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Dorset

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

We needed a self build mortgage.

How has Anil Badhan helped you?

We felt that Anil totally understood what we required & our personal circumstances, he always explained everything in a very clear way. He always called us back, even when there was nothing more to report. We were always confident that Anil was looking after our best interests & sent positivity down the phone to us!!.

Have you seen the outcome you were hoping for?

Yes, we managed to get a self build mortgage.

What could they have done better?

I work in a Customer Services Department for a huge, worldwide Company.... although it is not the same as being a financial advisor, some key elements are the same - How you talk to the person on the end of the phone, making them feel a valued customer & honestly doing the upmost to help. It doesn't happen very often but my husband & I can honestly say Anil really couldn't have done anymore than he did. He was superb.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

My partner and I were looking to consolidate debts by remortgaging our house after our fixed term was coming to an end.

How has Anil Badhan helped you?

Anil has been very efficient, informative, consistent and professional while conducting his services in helping us achieve our goal.

Have you seen the outcome you were hoping for?

Yes we have and are very pleased with the efforts of Mr Badham in helping us reach this outcome so quickly.

What could they have done better?

If I am to make a criticism based on the work of Anil Badham only, I can just say that in my opinion there is none! And, as far as FPWM as a company my only criticism is they need a new office.

Anil's reply

Thank you for the review and I agree, we are hoping to have our third Wiltshire office open very soon!

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

We first used Anil as our mortgage advisor 2 years ago when we were struggling to find a mortgage. We have recently decided to move house and have therefore contact Anil again for remortgaging purposes.

How has Anil Badhan helped you?

Anil has been helpful from the start to the end. He would always have time to talk to us to answer any questions and offer advice. He would also always get back to us when he said he would unlike other mortgage advisors we have dealt with.

Have you seen the outcome you were hoping for?

Yes better than we were expecting as we have a better interest rate than we were hoping for.

What could they have done better?

Nothing he was always professional and efficient. Anil went beyond our expectations by also obtaining insurance quotes.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

I wanted to move home and needed a mortgage with life & critical illness cover.

How has Anil Badhan helped you?

I was recommended by a friend to Anil. He listened, was able to answer all my concerns using clear language that I could understand and was not pushy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, Anil was professional and made me feel reassured throughout the whole process providing regular updates. Excellent service!

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

To help me get a better interest rate on my mortgage.

How has Anil Badhan helped you?

Helped me with my mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I think the service was outstanding

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Berkshire

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

I was looking to release equity from my property.

How has Anil Badhan helped you?

Provided a relaxed atmosphere where he clearly and simply explained all options available to me to consider. Did not rush to try to sell to me but made me feel valued. Gave me his recommendations after researching the whole of market. After giving me time to reflect, Anil helped process my requirements which incidentally was what he had recommended. He clearly explained all costs and charges at outset too, which was a breath of fresh air!.

Have you seen the outcome you were hoping for?

Better! I saw another adviser and it was quite a different (not as good) meeting and Anil's proposals have materialised in better figures than I thought were possible. Very happy.

What could they have done better?

I genuinely can not suggest any improvements.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

We were looking to lock into a fixed term mortgage whilst releasing capital from our home.

How has Anil Badhan helped you?

Anil found us a great deal that meant reducing our monthly payments at the same time as releasing additional funds. Anil explained the process to us in an un-pressurised way and was very understanding of our needs. Anil also ensured our paperwork was up together and submitted in time.

Have you seen the outcome you were hoping for?

Most definitely. The whole process was very easy and swift and I woud definitely return to Anil for further financial advice.

What could they have done better?

Nothing.

Review from verified client

July, 2016

Overall

Value

Service

Advice

Based in Wiltshire

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

I had to look for another buy to let mortgage.

How has Anil Badhan helped you?

He explained everything in simple terms that I understood.and got me the best deal possible.

Have you seen the outcome you were hoping for?

My mortgage starts next month.but he has shown me how much I will save over the next 3 years.

What could they have done better?

I can't think of anything that anil didn't cover,I was happy and Glad I choose him to give me advice and a great deal.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

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

Anil was recommended to me through a friend as I had little understanding of how a mortgage works being a novice first time buyer.

How has Anil Badhan helped you?

Anil guided me through each step to ensure that the whole process was as straightforward as possible. I received fantastic customer service and everything was explained thoroughly, in a clear way that I could understand.

Have you seen the outcome you were hoping for?

I am delighted with the outcome which was made possible from the support, advice and knowledge I received from Anil. I would highly recommend Anil to any future buyers looking for a competent mortgage advisor!.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

Refinance property.

How has Anil Badhan helped you?

Helped me achieve what I was looking for in terms of a complete good deal, at a reasonable cost.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Not a lot more Anil was very punctual in his timing, and delivery. Great service!

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Avon

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

Complex application for a mortgage.

How has Anil Badhan helped you?

Secured a mortgage decision in principal then full mortgage offer.

Have you seen the outcome you were hoping for?

Yes, clear and prompt communication assisted us in discussing our option and helping us find the best solution for us in a very complex situation.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Avon

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

House purchase.

How has Anil Badhan helped you?

He helped me through the home buying process and made it simple and understandable as I have little understanding myself.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I felt that he was professional.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

House purchase.

How has Anil Badhan helped you?

Explained the options clearly and patiently - answering my many questions along the way! Also felt like he listened to me and understood what was important to me.

Have you seen the outcome you were hoping for?

Yes - mortgage has gone through perfectly and am now living in my home!.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

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

I have been searching for a property now for about 6 months, I looked around for the best mortgage deal but found myself waiting weeks for appointments so decided to look for an IFA.

How has Anil Badhan helped you?

I saw Anil who made everything easy and clear. Anil saw me within 3 days of calling him. He searched through all the providers available to me and gave me the best option for me .

Have you seen the outcome you were hoping for?

Yes it was very easy and hassle free.

What could they have done better?

I can honestly say there was nothing Anil could of done to make my experience any easier.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

First house purchase.

How has Anil Badhan helped you?

Anil was my mortgage broker for my first house application. Due to the complexities of my working situation, I needed to see a specialist broker with a deep knowledge of mortgages and specifically earning foreign currency as a UK resident.

Have you seen the outcome you were hoping for?

Successful application completed with a selection of providers offered.

What could they have done better?

Absolutely no complaints. Entire procedure was smooth from start to finish

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Wiltshire

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

I was looking to get my first mortgage.

How has Anil Badhan helped you?

Anil completed my mortgage and protection policies and has been avalible for any questions i had for him. He had excelent knowledge, was very thorough and attentive to all of my needs. I was confident that i could trust him to do the best for me. Anil explained everything i needed to know in great detail that i understood. I would happily recomend Anil to others.

Have you seen the outcome you were hoping for?

Yes, I was susscessful in getting the mortgage and am very excited to move into my new home!.

What could they have done better?

Anil provided excellent advice and as such i can see no room for improvement!