Rakhee Wood

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

Several separate pension pots from previous employers that I wanted to combine together

How has Rakhee Wood helped you?

Pensions have been transferred into a single pot, far easier to manage. Has also helped set up investment/savings account.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was nearing retirement fast and needed someone who could guide me through the various pension schemes I held. I needed someone who could communicate well and not use too much "technical" speak.

How has Rakhee Wood helped you?

Rakhee has helped me understand how much I need for a comfortable retirement in a way that meets my risk appetite. She communicated in a way that helped me understand the choices I had and come to a well designed plan. I have started first steps and look forward to working with Rakhee in the future.

Have you seen the outcome you were hoping for?

I am just starting the retirement process but so far all is going very well

What could they have done better?

I can't think of anything as her and her team are very approachable and listen well.

Please provide a brief comment about your experience with Rakhee

Rahkee made me feel comfortable from the time I first approached her. She listened to my concerns regarding the help I needed with my pension planning she was also able to answered any questions I had. Her has a wealth of knowledge which assured me that I have made the right decision to have her as my advisor, and I am looking forward to working with her in the near future. Thank you Rakhee

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

My wife and I wanted to make plans for our retirement

How has Rakhee Wood helped you?

Rakhee has helped by combining our pensions and giving us a realistic expectation of our future prospects

Have you seen the outcome you were hoping for?

We are very happy with everything and have full confidence in Rakhee

What could they have done better?

I can't think of anything

Please provide a brief comment about your experience with Rakhee

Early days with just initial consultation and awaiting steps to take. Up to now the experience has been great.

Please provide a brief comment about your experience with Rakhee

Excellent clear and precise information and advice.

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

I was approaching retirement age and needed advice on how best to manage my pension pots

How has Rakhee Wood helped you?

Rakhee gives advice very specifically tailored to your individual circumstances, and with each annual review, actively listens, evaluates and if appropriate, revises her advice to dynamically meet your pension needs. I feel totally confident that her advice is always in line with however my life and circumstances may change, and that my pension savings are always working their hardest for me

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Please provide a brief comment about your experience with Rakhee

Extremely pleasant and very helpful

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

Reached an age where one needs to considering financial planning more carefully!

How has Rakhee Wood helped you?

Super helpful in terms of the advice provided and actions suggested. Rakhee is always well-informed and on top of her brief, meaning conversations are always useful and value-add.

Have you seen the outcome you were hoping for?

Yes, I have - clear plans for medium to long-term now in place.

What could they have done better?

nothing!

Please provide a brief comment about your experience with Rakhee

Rakhee provided useful and highly relevant advice and suggestions in a most professional but personal manner and i would have no hesitation in recommending her to anyone seeking such guidance.

Please provide a brief comment about your experience with Rakhee

Rakhee has a patient, non-rushed approach, taking quality time to fully appreciate your situation and understand your concerns so she can demystify and bring clarity to your future plan.

Please provide a brief comment about your experience with Rakhee

Rakhee is professional, friendly and knowledgeable. She identified our needs and presented an appropriate solution in a timely fashion. Thanks very much!

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

Having experienced poor financial advice in the past, using both an independent and larger firm, I was looking for someone who offered a personal, focussed service, who I could openly speak to without feeling pressured or overwhelmed with unnecessary jargon.

How has Rakhee Wood helped you?

I was fortunate enough to have been recommended Rakhee. Rakhee has been wonderful. Rakhee is honest, straight talking, and clear. Rakhee explains in detail the products available and those she feels would be beneficial for me.

Have you seen the outcome you were hoping for?

I am now many years down the road with Rakhee and very happy with the investments recommended.

What could they have done better?

Nothing

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

Transfer my pensions savings

How has Rakhee Wood helped you?

By transferring my pension savings and investing them and setting up a monthly savings plan

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No very pleased with the advice and the Investment set up

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

Through my businesses I have worked with Rakhee on several occasions and her expertise is second to none.

How has Rakhee Wood helped you?

Her professional approach and understanding of my needs for my pensions and the way it was explained before I moved over was the reason I moved

Have you seen the outcome you were hoping for?

Beyond expectations

What could they have done better?

Nothing

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

I have used Rakhee Woods services for many years now to help advise me on my pension

How has Rakhee Wood helped you?

Rakhee has been amazing at advising me how my pension works for me and where it could be implemented

Have you seen the outcome you were hoping for?

Yes absolutely, and it’s great having updates on how it is working for me

What could they have done better?

Nothing, I’ve been extremely happy with the communication and advice I have been given over the years.

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

I had Power of Attorney for my relatives financial affairs who had several investments and savings. I also required advice in connection with consolidating my Company Pensions.

How has Rakhee Wood helped you?

Rakhee has been extremely helpful to me and my family with regards to financial planning, pensions, investments and savings.

Have you seen the outcome you were hoping for?

Yes. Rakhee always provides all the options available to choose from, has maximised the return on pensions, investments and savings taking due consideration of my thoughts on risk.

What could they have done better?

Nothing. I am extremely thankful to Rakhee for her excellent service.

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

I was approaching retirement age and needed advice on what to do with some private pensions that I had accrued in the course of my working life along with a work based pension.

How has Rakhee Wood helped you?

Rakhee helped me undertake a financial review and advised and guided me on whether to use my private pensions for annuities or drawdown. I already had a preference for drawdown and together with an overall view and plan of my financial future we moved my private pensions into a portfolio suitable for drawdown.

Have you seen the outcome you were hoping for?

Yes, I have a lump some invested and increasing in value that I can draw on when required.

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

My previous Financial Advisor retired and I needed advice.

How has Rakhee Wood helped you?

Rakhee has done a good financial planning, explaining all the risk and giving me sound advise which I’m happy with.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Rakhee could not have done anything better, she has made me feel relaxed and I fully trust her professional judgements.

Please provide a brief comment about your experience with Rakhee

My first impressions from the initial meeting with Rakhee was very positive. She explained things clearly, I felt comfortable and able to trust her. She listened, understood, took the time and was extremely patient with me.

Please provide a brief comment about your experience with Rakhee

Rakhee was very clear and helpful and is clearly enthusiastic about helping people. There was no pressure or hard-sell involved and I felt good about the whole experience.

Please provide a brief comment about your experience with Rakhee

Rakhee was very pleasant & I felt comfortable with her as she’s easy to talk to. She has great insight & knowledge in what she does.

Please provide a brief comment about your experience with Rakhee

Very helpful 30m session to understand the options of working with a financial advisor and a few good tips!

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

We had a number of small pension plans with different companies and wanted to get them all in one place and managed centrally.

How has Rakhee Wood helped you?

Rakhee has assisted in getting our savings under one roof, and monitors the performance of the funds we have invested in suggesting changes we can make to hopefully see our savings grow.

Have you seen the outcome you were hoping for?

Yes, it has been a very difficult time for savers and without Rakhee's help we would not have a clue as to the best way to turn or where we should invest our hard earned savings.

What could they have done better?

We have been very pleased with the support we have received, and could not make any suggestions as to what could have been done better.

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

Lost employment and has health issues

How has Rakhee Wood helped you?

Advised on drawing down of pensions to put them together in one investment pot

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

The service and advice was excellent

Please provide a brief comment about your experience with Rakhee

I found Rakhee easy to talk to and very pleasant during my 30 minute call. Her follow-up e-mail showed she had a good grasp of what I wanted.

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

Needed to transfer regular savings from a financial company for a investment draw down pension

How has Rakhee Wood helped you?

She supervised the transfer and the investment of the money

Have you seen the outcome you were hoping for?

Yes highly satisfied with the outcome I received

What could they have done better?

Nothing the service was 100%

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

I lost my husband last year and Rakhee helped me sort out my finances for my future with investments and pension and financial advice , her help has been a great help to me at this time and I feel happy knowing she is there for me to discuss anything with my financial future.

How has Rakhee Wood helped you?

Helping me with my finances for future

Have you seen the outcome you were hoping for?

It is long term but happy so far

What could they have done better?

Nothing I’m very happy

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

To give me the best advice with my savings

How has Rakhee Wood helped you?

She has always explained fully in a way that I understand the best and safest way to invest my money

Have you seen the outcome you were hoping for?

Yes, definetely

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?

Now that we are both retired, we wanted to check that our investments were safe and sound. Also looking to the future, covering possible care cost and inheritance issues.

How has Rakhee Wood helped you?

Rakhee provided a very thorough and complete assessment of our financial situation. She was sympathetic to our particular circumstances; involved other family members and provided help with additional issues, giving advice on different scenarios that we hadn't otherwise considered.

Have you seen the outcome you were hoping for?

Yes, our longer term plan is much clearer now (thanks to her patient explanations) and we have received sound advice.

What could they have done better?

Nothing - we were kept informed of the process and progress throughout, Very happy.

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

I have accumulated a several pensions over the years and wanted to know the best way to consolidate them

How has Rakhee Wood helped you?

I couldn’t be happier with the service and advice given to me by Rakhee and for putting it into layman’s terms for me. Everything is explained perfectly and with great patience.

Have you seen the outcome you were hoping for?

The outcome has been fantastic and I’m very happy with the decisions made to improve my future finances.

What could they have done better?

Nothing, happy with everything!

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

I met Rakhee in a Networking Group and was struck by her experience helping her own family deal with their finances especially her parents which resonated with me as she had personal experience as well as had become an expert in many of these areas over the years.

How has Rakhee Wood helped you?

I felt I could trust Rakhee with opening up about my full financial situation and was given some great advice which will help me and my family greatly. This relates to my pension, income needs as I approach retirement and planning for a more stress free future so I can enjoy life more.

Have you seen the outcome you were hoping for?

I am in the process of implementing her advice and feel relieved and grateful to have Rakhee's support.

What could they have done better?

nothing could have been done better.

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

To provide an overhaul of all my financial products with retirement in 13 years in mind.

How has Rakhee Wood helped you?

Rakhee provided a thorough review of all my present financial commitments. She identified two areas of concern and then explained and offered solutions to these in an informative way.

Have you seen the outcome you were hoping for?

I have since acted on Rakhee’s advice and now feel confident I have everything financially in place going forward.

What could they have done better?

Everything was done to my satisfaction.

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

Need for financial planning advice and pensions advice.

How has Rakhee Wood helped you?

Consistency of advice. Clear presentation of guidance and timely conversations to make the right decisions.

Have you seen the outcome you were hoping for?

Yes - sorted pensions and investments over the longer term.

What could they have done better?

n/a

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

We were looking to buy a new house in an ever changing property market

How has Rakhee Wood helped you?

Rakhee was a voice of reason and professionalism during a stressful time. She provided us with updates in a timely manner and promoted us for information as required. Rakhee had an holistic view of our finances and had our best interests at heart. This was very reassuring.

Have you seen the outcome you were hoping for?

Absolutely.

Please provide a brief comment about your experience with Rakhee

Rakhee was very professional and gave me really sound advice to explore alternative pension investment options for what i personally needed . She sign posted to me to some great companies offering what I needed I would recommend her to anyone looking for a trustworthy and informed financial Advisor

Please provide a brief comment about your experience with Rakhee

Rakhee and her assistant were warm, welcoming and reassuring and a great help to me put my mind more at ease and look for a way forward for my best interests. Very much appreciated

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

As I approached official retirement age, I wanted to be sure that I was in a good financial position, both now and into the future.

How has Rakhee Wood helped you?

Rakhee cast a professional's eye over my investments and not only gave me the reassurance I was after that I was financially on track, but also provided excellent advice on how to maximise my investments going forward - information I would never have known without her specialist knowledge and expertise. Since starting to work with Rakhee, we've since had an annual review, and in the context of a very volatile few years (pandemic, cost of living crisis etc), this gave us the opportunity to update my goals to ensure I stay on financial track. Once again, Rakhee provided invaluable advice on how to keep my pension pot working as hard as possible.

Have you seen the outcome you were hoping for?

Definitely Rakhee gives really professional advice in a warm, friendly, easy to understand way.

What could they have done better?

Nothing

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

I agreed to be Power of Attorney for my Uncle and Aunt which gave me authority to make decisions on their behalf for their finances, property and care. I also had my own company pensions that needed to be consolidated and make a good return.

How has Rakhee Wood helped you?

Rakhee has helped me by advising on where best to invest my Uncle's money according to his risk profile. When my Aunt passed away she advised on inheritance planning and recommendations on where to invest money. My Uncle passed away recently and Rakhee has been pivotal in helping me to obtain probate and dealing with the release of my Uncle's investments. When the pandemic started in 2020 I lost my job and fortunately I was at an age where Rakhee could release some money from my company pension to enable me to live.

Have you seen the outcome you were hoping for?

Rakhee has provided an excellent service. She is very conscientious and treats the money as if it were her own spending her valuable time getting every penny due to me. She continues to provide an excellent service to me even when one of the investment companies have stopped her fees and direct access to an investment after my Uncle passed away.

What could they have done better?

There is nothing that Rakhee could have done better.

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

I had three private pensions and a work based pension and was approaching retirement age and had just taken voluntary redundancy.

How has Rakhee Wood helped you?

Rakhee reviewed all of my pensions and financial needs both current and future with a friendly and professional approach, discussing the various options available to me and the advantages and disadvantages of each. I had previously been interested in a drawdown pension and following Rakhee's detailed advice together with my own preference, my private pensions have been moved to a drawdown pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure there is anything. I have met with Rakhee both in person and via Zoom calls. Rakhee is always friendly and ready to answer any questions in a helpful and professional manner.

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

Needing pensions advice.

How has Rakhee Wood helped you?

To organise my finances and pension, and forward financial planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Approaching the last few years of my working life I needed to ensure my pension pot was working for me.

How has Rakhee Wood helped you?

Rakhee gave good financial advice on how I could get a better return on my pension investments.

Have you seen the outcome you were hoping for?

I have seen a positive outcome.

What could they have done better?

More contact in the first 12 months. This has improved and now I get regular updates.

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

Losing my sight and being unable to work, Rakhee was recommended to me to review my pensions and to organise an income.

How has Rakhee Wood helped you?

I now have a regular income, she has taken away financial worries which has enabled me to accept a job working from home.

Have you seen the outcome you were hoping for?

Yes, definately.

What could they have done better?

Nothing, Rakhee is very thorough and informative.

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

I was looking to invest profits from my business

How has Rakhee Wood helped you?

She determined the best fund(s) that would enable my portfolio to grow

Have you seen the outcome you were hoping for?

My pension fund has performed better than I thought thanks to Rakhee's help

Please provide a brief comment about your experience with Rakhee

Rakhee contacted me precisely on the date and time agreed. I, being a complete novice where all this finacial business is concerned, was made to feel at ease straight away. Rakhee asked me what I was looking for, and in simple terms, explained the process that she would follow. A follow up meeting is on the horizon and I look forward to seeing/hearing what plan Rakhee has in place.

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

We hadn't got our money working for us, we had avoided it and kept putting it off. We are self employed and it all seemed more complicated and something 'we would get around to'. But not having it sorted was really weighing on my mind and causing me anxiety. I knew our money wasn't working for us, I knew we weren't prepared for the future, I knew there were better ways to manage our money and it was time to get it sorted out!

How has Rakhee Wood helped you?

Rakhee took the time to really listen to OUR goals, our plans, our concerns and so on to fully understand both our current financial situation but also what it is we wanted our future to look like. She showed us how we could use our money more effectively to not have to worry about retirement. If we hadn't done this we wouldn't be able to retire for a long time, but Rakhee showed us how small tweaks would make a big difference!

Have you seen the outcome you were hoping for?

We have only had our money in it's new investments and pensions etc for a short time, so not yet BUT I feel really relaxed and confident about it. The outcome I wanted right now was to feel calm, confident and in control of my finances - and that I definitely feel.

What could they have done better?

Nothing, Rakhee is honestly fab. She's honest, caring, detailed, fair, helpful, and knowledgeable. I am so pleased to have found her!

Please provide a brief comment about your experience with Rakhee

She was so lovely.... Called on time.. Introduced herself, listened to what I had to say... But even though she couldn't help me any further, she said I could call her if I needed anymore help.

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

Retirement from corporate career left me with a variety of pensions. I realised that a review was necessary to ensure that they gave me the optimum income for my retirement years.

How has Rakhee Wood helped you?

Rakhee took details about the various pensions, and other financial savings pots (some tiny!!) and followed up with each provider to understand what the future potential / opportunity could be. She then took an overview and provided me with options to consider. She was hugely patient and helpful explaining things several times when required. Then she arranged the transition to a new pension pot giving me control of the funds and ensuring that my family will continue to benefit even when I am no longer here. The main original pension I had would have ceased paying after my and my spouses deaths so Rakhee has ensured that the capital remains available to our beneficiaries.

Have you seen the outcome you were hoping for?

Yes, Rakhee has undertaken 6 monthly reviews with me to show the performance of the investments. She has made adjustments along the way, and even though my approach to risk is medium, the results are beating the market.

What could they have done better?

I am happy with how Rakhee has managed this.

Please provide a brief comment about your experience with Rakhee

Knowing how and where to start in getting trustworthy financial / pensions advice can feel confusing and difficult, and so easy to just put off til another day. That's why I was so happy to find Rakhee, with her calm, knowledgeable and approachable style. She has made taking better control of my finances feel so clear and easy and I have no hesitation in recommending her.

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

Concern about existing pensions and savings

How has Rakhee Wood helped you?

Very patient with a lot of questions. Will be looking after our savings

Have you seen the outcome you were hoping for?

Yes, and the graphs and clear predictions really helped

What could they have done better?

Very patient and knowledgeable, no recommendations on improvements

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

Looking into getting life insurance for myself and wife after having our first child

How has Rakhee Wood helped you?

she gave us detailed explanations of all our options

Have you seen the outcome you were hoping for?

yes very much so.

What could they have done better?

I don't think there's anything she could have done better

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

I was looking for a new financial adviser as I didn't feel that my previous one was providing value for money.

How has Rakhee Wood helped you?

Rakhee consolidated the various pension pots I'd accrued over the years with employers and suggested investment strategies in line with my attitude to risk.

Have you seen the outcome you were hoping for?

My investments have increased in value (always a good thing!) and I feel I have more control and understanding over them.

Please provide a brief comment about your experience with Rakhee

Very positive - friendly, informed, rounded in her approach. Clear on services and what was in / out of scope of expertise.

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

Needed to sort out pension

How has Rakhee Wood helped you?

She was very helpful and explained everything thoroughly and clearly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We have a young family and now feel that is the right time to plan for the future.

How has Rakhee Wood helped you?

She was a good listener who understood our circumstances and we felt that she was genuine in her approach to helping us find the right deal.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Given that she answered all our queries, I am satisfied.

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

Approaching retirement and the desire to get advice about the best returns for our finances.

How has Rakhee Wood helped you?

Rakhee spoke plain English and explained our various options in simple terms. She made us feel unrushed and very comfortable.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We are 100% happy with Rakhee's approach and advice.

Please provide a brief comment about your experience with Rakhee

She was helpful and professional and explanined everything really well

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

Poor service from an Adviser used previously to Rakhee.

How has Rakhee Wood helped you?

Rakhee provided a very favourable investment plan and pension.

Have you seen the outcome you were hoping for?

Yes, and beyond.

What could they have done better?

Nothing, Rakhee has been excellent and is very approachable.

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

I wanted to put a number of different pensions into one place, and take some tax free funds.

How has Rakhee Wood helped you?

Rakhee provided clear objective advise as to what could be done to achieve my aims, while ensuring we would be financially sound in retirement.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Rakhee

Rakhee was thorough in her advice offered, reviewing finances and insurances, recommending improvements, equally assuring that some products we already had were good and did not require improving. Would definitely recommend her services, if you are looking for an honest informative review.

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

To review our pensions, insurance help plan for the future.

How has Rakhee Wood helped you?

Rakhee helped us focus on our financial planning, which is not something that comes easily to us. She made it very straightforward and not nearly as scary as we anticipated it might be.

Have you seen the outcome you were hoping for?

We managed to consolidate our pensions, go though our finances and it definitely made us a bit more aware of how we need to plan for the future.

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

Advice on complicated financial planning involving multiple countries, pensions etc.

How has Rakhee Wood helped you?

Rakhee gave exceptionally clear, simple, logical and fair advice

Have you seen the outcome you were hoping for?

Absolutely; a very untidy situation is now perfectly organised and our investments are doing well

What could they have done better?

Nothing. We are extremely happy with Rakhee

Please provide a brief comment about your experience with Rakhee

Rakhee is an honest, empathic financial advisor who has her clients best interests at very centre of her work. I admire her resourceful understanding of the financial world and her ability to seek the very best options to suit her clients needs. I trust Rakhee implicitly and would have no hesitation in recommending Rakhee to others.

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

My relative for whom I have Power of Attorney had inherited some money and I needed advice on where best to invest it and also take into consideration inheritance planning for the future.

How has Rakhee Wood helped you?

Rakhee provided clear excellent advice giving me several options and recommendations.

Have you seen the outcome you were hoping for?

I decided to proceed with Rakhee's recommendations with the knowledge that subject to certain conditions a proportion of the investment will not be subject to inheritance tax.

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

One of my relatives for whom I had Power of Attorney was suffering from dementia and unfortunately had to be admitted to a Care Home.

How has Rakhee Wood helped you?

Rakhee helped by making me aware of a special product that could be purchased to cover the Care Home fees for the duration of my relatives stay in the Home. Rakhee also has helped me by transferring my pension portfolio taking into account the level of risk that I was comfortable with. Being made redundant at the start of lockdown Rakhee very quickly released some of my pension in the most tax efficient way.

Have you seen the outcome you were hoping for?

Rakhee's advice has been invaluable. She gives advice on all options available and the pros and cons to each to help me make an informed decision. My pension has made good returns before and surprisingly also during Covid 19.

Please provide a brief comment about your experience with Rakhee

Rakhee provided a very comprehensive explanation of options to me. Very approachable and friendly. I look forward to working with her.

Please provide a brief comment about your experience with Rakhee

Rakhee was a joy to work with. Friendly, Clear, Informative and very helpful working within our circumstances. Will definitely be working with her again in the near future.

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

my financial advisor had retired

How has Rakhee Wood helped you?

she updated my pension by putting me with companies more suited to my needs, and with lower charges

Have you seen the outcome you were hoping for?

so far so good, although the market is quite volatile at the moment due to Covid

What could they have done better?

I don't think so. I'm happy so far

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

I had meet Rakhee at a BNI meeting of which I am a member and Rakhee became our IFA and during the ensuing meetings came to know Rakhee and how her business works, from the outside Rakhee was totally professional and displayed excellent customer care and I wanted to start regular contributions to my pension which was with one of our previous IFA's whom I was happy with

How has Rakhee Wood helped you?

Rakhee took time to do a financial review of my circumstances double checking life assurance, critical illness and income protection cover and done a comparison quote on my pension with current provider and going with Rakhee and Rakhee's quote gave better value not only over the medium term but also the more immediate future.

Have you seen the outcome you were hoping for?

Yes is the short answer, up until the recent Covid 19 situation the funds had performed well and in fact had recovered virtually all the loses made in the first lockdown period within 3 months, I also took a break from the monthly contributions as I was unable to work due to the coronavirus and I fully intend to make up the lost payments hopefully by April 2021.

What could they have done better?

nothing I could think of currently

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

To invest into ISA and pension

How has Rakhee Wood helped you?

Extremely helpful and informative.

Have you seen the outcome you were hoping for?

Yes I’ve had a positive experience

What could they have done better?

N/a

Please provide a brief comment about your experience with Rakhee

Rakhee really knows her stuff. She was extremely generous with her time and explained things in a very straightforward manner. I would not hesitate to recommend her.

Please provide a brief comment about your experience with Rakhee

Very professional and took time to understand my financial concerns and then recommended the best options forward with no obligations. I found the entire engagement quite informative and will finitely be back for future financial advice.

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

I had cash sitting in the Bank so Rakhee was recommended to me as a excellent Financial advisor.

How has Rakhee Wood helped you?

With my Investment

Have you seen the outcome you were hoping for?

Yes ,very much so.

What could they have done better?

Rakhee did what I required and updates me on my Portfolio.

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

Had money to invest and wanted to get the best advice

How has Rakhee Wood helped you?

She gave me many options and helped me choose what was best for me

Have you seen the outcome you were hoping for?

Yes, somewhat but its early days

What could they have done better?

To be honest I don’t have any criticism, she has continued to give me fantastic advise and kept in touch during the difficulties of covid

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

Underperforming pension.

How has Rakhee Wood helped you?

Discussed her advice and reasoning behind it. Provided documents to substantiate her advice. Never pressured for a decision.

Have you seen the outcome you were hoping for?

It's a work in progress as it is a longer term investment.

What could they have done better?

I would have found biannual or quarterly contact beneficial.

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

I had funds seating with one Bank and I wanted to spread the risk.

How has Rakhee Wood helped you?

She knew my financial situation from her previous employment, she heard me and was able to advise accordingly.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

I am very happy with the manner we conducted business. Keep doing the right thing Rakhee. Thank you for your help and advice.

Please provide a brief comment about your experience with Rakhee

My experience dealing with Rakhee was great, she is explained everything clearly and concisely. She Went the extra mile to explain the different scenarios and options available, enabling me to make a better informed decision. I would recommend her at all times.

Please provide a brief comment about your experience with Rakhee

Rakhee did a fantastic job of explaining the options available to me in a very clear accessible way. I felt completely comfortable sharing personal/sensitive information about my finances

Please provide a brief comment about your experience with Rakhee

I had a very positive meeting with Rakhee I wanted my life insurance policies looked at and some other items and she gave me some good advice.

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

I had some inherited money that had been in the bank for some time.

How has Rakhee Wood helped you?

She gave me various options for investing this money to suit my personal circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No I am quite satisfied

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

I was looking to consolidate my pensions into a more manageable product.

How has Rakhee Wood helped you?

Rakhee was profession and clear in her advise and explained things in a clear and concise manner.

Have you seen the outcome you were hoping for?

Yes, my products were consolidated and I am happy with the result.

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

I had not long become a father, I needed to get my finances in order. Pensions, Insurances, protection, mortgages and future investments for my children. With so much to think about, and it not being my area of expertise, I needed some professional help.

How has Rakhee Wood helped you?

Until I met Rakhee my pensions were a mess, they were here, there and everywhere, with several pots of money unattended to from various jobs. I had literally no idea how much they came to and the combined pension they would give me in retirement. Rakhee consolidated my pensions, advised me on where I should invest and Rakhee managed the transition in a pain-free and jargon-free way and upon my recommendation she has subsequently worked with several of my close family, all whom like I have been delighted with her professionalism and support

Have you seen the outcome you were hoping for?

I can now easily look up my pension portfolio, neatly in one place, all the while enjoying lower overall charges. Hopefully I will never need to use the insurances and protection but I have peace of mind knowing that they're in place should the worst happen.

What could they have done better?

I can honestly say I can not think of anything.