Ketan's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 24 )
Pensions ( 72 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 1 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 15 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 10 )
£100k - £200k ( 12 )
Up to £50k ( 14 )
£50k - 100k ( 9 )
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 Warwickshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning. I took early retirement in 2016, and and had put various investments in place initially around 1998.
How has Ketan Shah helped you?
Ket has been extremely responsive as my income needs have developed during the past few years, after retiring from the IT sector.
Have you seen the outcome you were hoping for?
Broadly, yes. Clearly some years have been better than others as the market fluctuations have dictated.
What could they have done better?
I can't think of anything that could be improved.
Review
by a verified client in Surrey
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ketan Shah helped you?
He has provided helpful advice and guidance on managing my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended Ketan by my father. I hadn’t thought about my pension until then being honest.
How has Ketan Shah helped you?
Ketan has helped me understand my pension options.
Have you seen the outcome you were hoping for?
Not drawing on my pension at the moment but hoping it keeps growing!
What could they have done better?
I think a review should be every 6 months and not yearly
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to consolidate my pensions and struggled to find someone who wasn’t just trying to sell me their standard product, but was prepared to do some analysis of my needs.
How has Ketan Shah helped you?
Offered useful guidance on options when and when not to exercise various sources of funds.
Have you seen the outcome you were hoping for?
Yes, investment has improved and I am now in a much better position financially having taken his advice.
What could they have done better?
Nothing
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a trusted advisor and Ketan fitted the bill perfectly.
How has Ketan Shah helped you?
He is very appreciative of my openness to investing for the future and my attitude to risk. he is also very appreciate active and supportive of my current divorce situation.
Have you seen the outcome you were hoping for?
Yes and on an on-going basis