Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 3 )

Pensions ( 12 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 14 )

Inheritance Planning ( 1 )

Financial Planning ( 1 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

Up to £50k ( 2 )

£50k - 100k ( 4 )

Client reviews

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Durham

This review is a follow-up review from a client who left a review previously.

How has Fari Serajian helped you since your last review?

Ifully apprciate that the investments which Fari made on my behalf were on a 'one off' basis.. I do not anticipate therefore that Fari would undertake further work on those investments. All of those were on behalf of my infant grandchildren. I do from time to time however like to see how those investments are performing but regretably cannot get that information from the providers who tell me that I should obtainit through Fari. Unfortunately I understand that the Lady who initially gave me the details no longer works for Fari who tells me that he will provide valuations once per annum. I find that disappointig that I am unable to obtain valuations direct.

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Northumberland

This review is a follow-up review from a client who left a review previously.

How has Fari Serajian helped you since your last review?

Fari continues to review our portfolio, keep us informed about changes and recommendations, and to meet us to review our needs and explain the progress of our investments. We trust him completely and are very happy with the advice he provides.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

Advice is offered in a thoughtful and professional manner. Explanations and suggestions are given and decisions are not rushed.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

From the first moment I met Fari I liked him. He is such a friendly, positive person that I immediately felt comfortable with him. After explaining my situation he listened and after another discussion came up with some really good ideas which were put into action straight away. Over the years I have met a lot of people in this line of work who were only out for commission. This is certainly not the case with Fari and I have found his fees to be very reasonable. I have used Fari's services for a few years now and will continue to use his knowledge and expertise for many years to come.

What could they have done better?

I dont think there is anything as I am totally happy with the service I receive.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

Fari Serajian keeps in touch with me on a regular basis , he inquires on my financial situation and asks if our plan is meeting my needs. Fari also gave good guidance when my wife and i made our 'wills'. I would like to commend him for giving an excellent service.

What could they have done better?

Nothing, he has met all of my requirements.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Tyne and Wear

How has Fari Serajian helped you?

Fari provides a fully professional service which meets my needs and financial goals. He is very friendly and easy to communicate with, nothing is a problem. He goes through the products/paperwork in detail especially with my view to risk and explains all in detail. I would recommend Fari as he has a good knowledge base and works with me to meet my financial goals.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Tyne and Wear

How has Fari Serajian helped you?

I have dealt with Fari for over 25 years now and can honestly say that I couldn't do without the professional services he offers. He is all about his clients. Nothing is too much trouble for him or his staff, who very friendly and knowledgeable. Fari is very well connected to a number of other professionals, so he has been able to introduce me to other trustworthy services, which has been of great help to my business. I would highly recommend him to anyone.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Northumberland

How has Fari Serajian helped you?

We have quite a cautious attitude to investment. Fari supports and encourages us, and ensures that we are fully informed about our investments and about new opportunities that might suit our circumstances. With Fari's support one of us was able to take early retirement without a big financial shock; there is a good investment plan and we have not had to draw from the investment several years later because the other income streams set up by Fari are working so well. We first met Fari by personal recommendation from a friend when we were moving house and considerably extending our mortgage 15 years ago. Fari's guidance about mortgage management has saved us thousands and enabled us to pay off the mortgage very early yet painlessly. His next job is to enable another early retirement and we have every confidence that he will enable us to enjoy financial stability over that period, too.

What could they have done better?

The service is comprehensive, clear and supportive. There is easy, secure internet access to check on our investments. The team are always helpful when contacted by email or telephone. I can't think how it might be improved.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Tyne and Wear

How has Fari Serajian helped you?

Fari always explains clearly and I genuinely feel that he does what is best for the client, he if he makes less himself.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

My advisor is extremely professional and conscientious. I have regular monthly updates via email and a yearly face to face meeting. I can easily contact him should I be concerned about anything and he is happy to explain everything to me in layman's terms. He is very personable, his staff are very professional and no query is too small to be dealt with immediately. He assessed my situation and within days was preparing reports to assist in where my portfolio would get the best returns in the time available. He assessed my risk and constantly kept me updated with the results.

What could they have done better?

Quite happy with the advise offered.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

Fari makes you feel comfortable from the first appointment. Financial matters are sometimes not the easiest subject to discuss and there has to be trust. Fari and his team send me regular updates regarding my portfolio. On occasions I have required advice at short notice and Fari has never failed to investigate, let me know my options and upon my instructions carry out any follow up action I may need. The charges and fees are always explained prior to any transactions been completed. I feel the fees and charges are good value for money for the constant excellent service I receive.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

Fari and his colleagues were extremely helpful in deciding on suitable investments which I should best make for my infant grandchildren. This was done although they were aware that the instructions were on a 'one off ' basis. Nothing was too much trouble for them and they explained everything in detail.

What could they have done better?

I am happy with the work that they did for me and the manner in which it was carried out.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Fari Serajian helped you?

As a first time homebuyer, I relied hugely on Fari and the team to arrange my mortgage and found him extremely helpful throughout the process. From finding the right mortgage for me, liaising with solicitors and the homebuilder, Fari really drove the process along and found his service highly professional and friendly. I would (and have) recommended him to friends and family.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

I have known Fari for 4 years in both professional and person capacity. He helps with elderly Clients finances and also my person finances

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

Fari is a very professional and experienced advisor. His attention to detial and cocentration on our specific requirements was second to none. Auto enrolement has been a smooth and professional process for both of the SME's I own. Life assurance schemes have been revamped by Fari along with death in service schemes where not only did he achieve value for money for the businesses, but also increased the benefits for the sheme members. He manages the administration of the ongoing schemes on a monthly basis leaving us to concentrate on our manufacturing instead of scheme administration.

What could they have done better?

one word - nothing.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

We have known Fari for many years. He has always given us sound advice, and we trust his judgement 100%. He is very approachable and friendly and he is our 'go to' person whenever we have a problem. His advice and knowledge are second to none. Very highly recommended to family and friends.

What could they have done better?

Nothing!

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

He knows the markets very well and can select the best products to suit my needs.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

We have relied on the expert advice of Fari for nearly 30 years now. My wife and I can honestly say that we don't know what we would do without him. Fari is an exceptionally knowledgeable adviser, friendly and professional. We have recommended him to family and friends alike, and we have heard only great reviews.

Review from verified client

November, 2012

Overall

Advice

Service

Value

Based in Durham

How has Fari Serajian helped you?

Fari was extremely helpful with my tax and pension planning and he also manages my investment portfolio. He see's me twice a year to review and explain my investments in simple plain English. One of the most approachable professionals I have ever met. Highly recommended, he truly gives you a personal experience.