Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 16 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£200k - £500k ( 12 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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?
Investment advice for our daughter’s inheritance.
How has Rakhee Wood helped you?
Rakhee has provided assistance with investing for our daughter’s future by giving advice on ISAs, Pensions and offshore bonds.
Have you seen the outcome you were hoping for?
So far so good with a lot of admin involved to sort the bare trusts.
What could they have done better?
I honestly can’t think of anything that could have been done better at this stage. Rakhee was very quick t respond and action matters.
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?
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
Rakhee:
Thanks for much for taking the time out of your extremely busy work and family diary to leave us such a lovely review. It's is very pleasing to glean that you have achieved the outcome you were hoping for.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?
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.
Rakhee:
Thanks so much for taking time out to post a review. We're really pleased we could help you to understand your choices as you approach retirement and helped to curate a well developed plan. We look forward to the prospect of supporting you into the future as it has been a pleasure working with you.First impression
by a VouchedFor user
3 months ago
Overall
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
Rakhee:
Thanks so much for taking the time out to provide such a lovely first impression review. It's great that Rakhee was able to respond to some of your initial concerns around your finances and she very much looks forward to the prospect of working with you in the future.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?
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
Rakhee:
Thanks so much for taking time out to provide us with your review. It's great that you now can visualise your retirement and we're pleased you have developed such strong confidence in Rakhee during the time she has worked with you.