Shah's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 12 )
Long Term Care ( 7 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice and help investing inheritance money safely and sensibly.for the future.
How has Shah Mir helped you?
He did all he was able to do with what was already in place.
Have you seen the outcome you were hoping for?
More ore less
What could they have done better?
They— being the firm— I would have thought could have been a bit more careful and on the side of the client, when mistakes were made re capital gains.
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Shah Mir helped you?
Advice
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Not known
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?
The service is part of an arrangement I have with quilter
How has Shah Mir helped you?
Talked me through steps towards retirement
Have you seen the outcome you were hoping for?
Not yet as not retired
What could they have done better?
I would prefer face to face . I seem to remember when I actually leave work he would be happy to do thiss
Review
by a verified client in Flintshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't look for an advisor. My contact was as a result of workplace. Pension scenr
How has Shah Mir helped you?
I have to admit not being financially literate, so have taken his advuc regarding monetary requirements
Have you seen the outcome you were hoping for?
It seems so
What could they have done better?
There is too much jargon used which is not much use cto me
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a sum of money to invest in ISA's
How has Shah Mir helped you?
Reviews my finances annually understanding my finances
Have you seen the outcome you were hoping for?
My finances have grown, but there has been sum turmoil in the markets over the years.
What could they have done better?
Difficult to say, but am happy with what is being done.