Shubham's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 1 )
Long Term Care ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to invest
How has Shubham Goel helped you?
He has set a plan to protect my assets and increase my savings
Have you seen the outcome you were hoping for?
Not yet as we are in the beginning stages
What could they have done better?
N/A
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Create a wealth plan for myself
How has Shubham Goel helped you?
Opened my eyes to the world of investment
Have you seen the outcome you were hoping for?
Yes