Indy's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 7 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 28 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
Up to £50k ( 7 )
£50k - 100k ( 3 )
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 London
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Indy was assigned to me by SJP when my previous adviser left the organisation
How has Indy Dhanjal helped you?
Indy resolved a number of matters left unresolved by my previous adviser.
Have you seen the outcome you were hoping for?
I have been very satisfied with the outcomes
What could they have done better?
Nothing - fully satisfied.
Review
by a verified client in Staffordshire
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future Financial Planning
How has Indy Dhanjal helped you?
Given advice and support in making the right choices for my personal circumstances
Have you seen the outcome you were hoping for?
Not as yet but the plans are all on track.
What could they have done better?
N/A
Review
by a verified client in Essex
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate all my pensions so needed an advisor to help.
How has Indy Dhanjal helped you?
Indy explained things in a simple way, he also took all the stress out of it and managed the complete process.
Have you seen the outcome you were hoping for?
Yes, everything is consolidated and Indy is on top of anything that I will need to be aware of.
What could they have done better?
I’m happy with the service recieved.
Review
by a verified client in Surrey
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Plan pension for the future
How has Indy Dhanjal helped you?
Indy is very personable, reliable and very keen to help. I feel very comfortable dealing with him
Have you seen the outcome you were hoping for?
Yes, early days but some good gains
What could they have done better?
Nothing
Review
by a verified client in Surrey
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not wanting to worry about my finances being in order. Looking for professionals to maximise my earnings and preservation of wealth.
How has Indy Dhanjal helped you?
Helped me to work backwards from ideal retirement age to plan for what needs to be put aside monthly.
Have you seen the outcome you were hoping for?
In advise yes and service yes. In terms of the return on investment in the numbers - early to tell and not easy to tell from the summary in the app.
What could they have done better?
Events for networking and financial educational events.