Ketan Shah

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Ketan Shah helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I needed a qualified professional to look at the whole picture and create a personalised strategy to help me manage my money effectively and achieve my financial goals

How has Ketan Shah helped you?

Ketan took great time and effort to fully understand my financial goals and criteria. He also addressed all my concerns with openness and honesty. I definitely gained confidence from the meetings, enough to go ahead with his advice.

Have you seen the outcome you were hoping for?

It's a very long-term investment plan so too early to say for definite but so far the charts are in an upward trajectory!

What could they have done better?

Nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement age and wanted advise.

How has Ketan Shah helped you?

Yes, very much so.

Have you seen the outcome you were hoping for?

Yes, ups and downs but overall very pleased.

What were the circumstances that caused you to initially look for an adviser?

Previous adviser retired

How has Ketan Shah helped you?

Helpful and clear advice and planning

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Pensions advisor

How has Ketan Shah helped you?

Maintain my pension income

Have you seen the outcome you were hoping for?

Yes, we have maintained the cash value of my investment whilst maintaining the required level of pension

What could they have done better?

Nothing