Shah Mir

Shah Mir

Argentis Wealth Management

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

2 days 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

3 days 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

3 days 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

a month 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

3 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.