Kiran's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 8 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited money from a house sale following the death of a close relative. A family member was already being looked after by The Penny Group and was pleased with their service, so it was only natural after that recommendation to seek their help.
How has Kiran Sidhu helped you?
Kiran has looked after me for many years now and I know she is only a phone call away to help with any queries I may have. She is very prompt in responding too. It is a relief to know that you have someone professional looking after you and, of course, your investments.
Have you seen the outcome you were hoping for?
Like everything it would have been good to see the investments grow more but, over the years, there have been problems around the world that have perhaps held growth back. Needless to say I am happy with what Kiran has achieved for me.
What could they have done better?
I cannot think of anything at this point in time.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i was contacted by Kiran about 18 months ago.my pension at the time was with Zurich
How has Kiran Sidhu helped you?
We met in January 2024 .we discussed my options to obtain the best retirement as possible,and worked through the best option for my retirement needs.
Have you seen the outcome you were hoping for?
very much so i am confident that i have the right plan moving forward
What could they have done better?
because i have the plan i was looking for ,there isn't anything that could have been better
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?
My Pension was transferring from another provider and I needed advice
How has Kiran Sidhu helped you?
She has kept me up to date with developments around my pension, and other investments I could make
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice.
How has Kiran Sidhu helped you?
Kiran, helped by gathering all my pension plans, and putting them together in one plan.
Have you seen the outcome you were hoping for?
Yes, this is an ongoing plan, which Kiran recommended, with better projections than my previous provider.
What could they have done better?
Nothing.
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Changing Pension Provider
How has Kiran Sidhu helped you?
From the beginning to the end of the process
Have you seen the outcome you were hoping for?
Not yet, but hopefully in the future
What could they have done better?
Nothing