Kafai Wong

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

I came into some money and wanted to invest it

How has Kafai Wong helped you?

Gives advice on where to invest in order to keep up with inflation, as well as advice on retirement planning and inheritance tax.

Have you seen the outcome you were hoping for?

Yes, Kafai has a good grasp of what options are doing well and how current events might affect things financially.

What could they have done better?

Nothing

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

The previous provider was going to make changes on my investment portfolio, but I wasn't very happy with their services or their financial advisor either. I remembered Kafai helped me to sort out my retirement pension in 2021 and his services and the outcome were very satisfactory.

How has Kafai Wong helped you?

He was very knowledgeable and helpful. He listened to me very patiently and seems to have understand my circumstances and requirements very well. His advice and explanations were also clear without too many financial jargons. He kept me informed well via phone or text messages and was very punctual.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

n/a

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

Restart pension contributions

How has Kafai Wong helped you?

Great advice

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

N/A

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

I am self employed and wanted someone to speak to face to face. Kafai has been great with his helpful advice on all financial matters that I was worried about. I have no hesitation in recommending Kafai as my financial adviser.

How has Kafai Wong helped you?

Pension plans and funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No problem’s everything very straightforward. All signed face to face.

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

I was looking for advice/ help to arrange my pension plan.

How has Kafai Wong helped you?

Kafai phoned and visited me at home. He explained my pension options in a way that I could understand. He was very patient and sympathetic to my limited knowledge of finance.

Have you seen the outcome you were hoping for?

100% the outcome I was looking for.

What could they have done better?

I honestly believe Kafai could not have done any better. Everything he said would happen did, and was on time or sooner. He kept me updated at every stage of the process.