Ketan's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 24 )
Pensions ( 74 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 1 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 16 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 11 )
£100k - £200k ( 13 )
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 Surrey
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ketan was introduced to me by my previous adviser who moved on!
How has Ketan Shah helped you?
Kept on top of my finances. Overall has helped me plan ahead.
Have you seen the outcome you were hoping for?
So far :-)
What could they have done better?
Nothing comes to mind
Review
by a verified client in Surrey
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest a sum money, and possibly take a small income from it.
How has Ketan Shah helped you?
Ketan has been a great help, and supplied exactly the service I required.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
I'm very happy with service, and so nothing.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For help with my financial future regarding my pension investment
How has Ketan Shah helped you?
Ketan has gone above and beyond to help me with trustworthy advice and professional expertise. I am also deaf and Ketan always makes sure I fully understand all the information he gives me to enable me to make the right choices with my pension investments.
Have you seen the outcome you were hoping for?
Yes I am very pleased with how my investments are working for me long term.
What could they have done better?
I can't think of anyway Ketan could help me more than he already has. Over the years I feel he has always put me first as a client to make sure I feel secure with my future income.
Review
by a verified client in Warwickshire
a month 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
a month 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