Vasilis Panteli

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Ensured confidence in decision making

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Vas has always provided me with first class advice when it came to making important financial decisions. Whilst my investments have not been as much in recent times Vas has still made the effort to ensure I was aware of my financial position and reassured me that with his advice I would be safeguarding my retirement planning.

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

Future planning

How has Vasilis Panteli helped you?

Brilliant advice as always.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing , we are very satisfied.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Putting all my ducks in order! Great financial support and advice.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Found new ways to invest my inheritance and keeping me up to date with anything new

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Supported us through pension forecasts and planning. Discussions whether to invest or save hard. Mr Panteli is well informed and we felt confident about the next steps we are going to make.

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

I have quite a few pensions from other jobs so thought it was best to have them all in one place

How has Vasilis Panteli helped you?

He helped me to find the best place so I would get better rates

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he was great

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

Needed advice on pensions and how to move them to one account.

How has Vasilis Panteli helped you?

He gave amazing advice so we then went back to talk about power of attorney which again gave us the best advice on what we will need to do when the time comes.

Have you seen the outcome you were hoping for?

Absolutely, we got all our pensions sorted and now understand our role of power of attorney.

What could they have done better?

Nothing. Perfessional and understanding of our situation.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Helped me prepare my finances, for my retirement in the next few years, making sure I have a enough income to retire comfortably.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

I recently had an issue re the school fees for my family. Vasilis gave me his valued advice and I immediately acted upon that advice. Also we needed help,re Mrs Quick,s probate, and again advice was given which was of great help in the circumstances.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Vas has helped me to manage my money appropriately, drawing down extra when needed.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

The same. Not everyone wants constant information or advice, and Vas appreciates this, but when I need it he is there .

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

Having worked within different industries, I required help and support understanding my pensions. Vas was amazing.

How has Vasilis Panteli helped you?

Organising my pension and planning for the future.

Have you seen the outcome you were hoping for?

Yes, fantastic support guidance.

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

My elderly parents etc.

How has Vasilis Panteli helped you?

Yes very much

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing , I received excellent advice .

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

Needed financial advise due to retire in a few years

How has Vasilis Panteli helped you?

Given excellent advise to secure my life on retirement

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?

Remortgage and new job salary

How has Vasilis Panteli helped you?

Coached me to make good investment choices for my new home and higher salary

Have you seen the outcome you were hoping for?

Yes, investments are paying off

What could they have done better?

N/A

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

My wealth

How has Vasilis Panteli helped you?

Pensions and investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

He’s been extremely helpful and very informative.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

He has followed up with me to update me, I had a change of circumstances and he helped me to ensure I got the best possible use out of my money

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

He has guided me with how best to manage the compensation I received and how best to invest it for future gain.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Apart from issues discussed at our review it has not been necessary to make contact. However, we are in no doubt that were it necessary Vasilis would be available to offer his services.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Vas is always available in and out of office hours as I have found out and appreciate. He reacts quickly and efficiently and that is what stands him out to me.

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

Needed some advice

How has Vasilis Panteli helped you?

In many ways

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing at all

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

Moving house and needing a new and bigger mortgage.

How has Vasilis Panteli helped you?

He got the best rate for our mortgage at the time and managed to amalgamate our existing debts and finances so we were better off.

Have you seen the outcome you were hoping for?

Yes, we have now addressed our spending and are able to cut down outgoings by amalgamating funds within our remortgage. We are better off, financially for it.

What could they have done better?

Mr Panteli was extremely helpful and had our best interests at the centre of things. We are very happy.

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

Being the wrong side of forty, I wanted to future proof my assets and ensure that my children benefit from our hard work.

How has Vasilis Panteli helped you?

With Inheritance tax planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much, he took the time to explain the process and options available ensuring that I fully understood.

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

I was given a substantial amount of savings for my birthday.

How has Vasilis Panteli helped you?

He helped me understand the different types of investments that would be suitable for me.

Have you seen the outcome you were hoping for?

Yes

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

Accident payout

How has Vasilis Panteli helped you?

He helped me to invest wisely and gave me great advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he was amazing

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

I inherited a large sum of money and was unsure what to do with it

How has Vasilis Panteli helped you?

He helped me get the best out of my money and showed me ways to invest

Have you seen the outcome you were hoping for?

Yes I’m very happy with the outcome

What could they have done better?

I couldn’t say there would be anything better, Vasilis is very good at what he does

Please provide a brief comment about your experience with Vasilis

Giving excellent advice about finances, wouldn't go anywhere else. Vas is a very friendly guy, nothing he doesn't know about finance.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Always there for advice when needed and quick to respond to our call.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

He is always available for advice where needed. His is very much a “Personal”:service which is what we appreciate.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

Vas gave me some great advice on my finances recently, and what to do to save for my future retirement plan.

This review is a follow-up review from a client who left a review previously.

How has Vasilis Panteli helped you since your last review?

At present my needs are simple and I just need to know advise is just a quick phone call away and Vas provides this, every time.

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

Advice broadly on my teachers pension, in addition to purchasing a new home with my husband.

How has Vasilis Panteli helped you?

Used his vast knowledge and experience to ensure we were getting the best possible deal on our mortgage. I also wanted some guidence on my workplace teachers pension which he was able to provide.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing.

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

Looking for help with mortgages

How has Vasilis Panteli helped you?

Helped me with my mortgage and financial planning

Have you seen the outcome you were hoping for?

Yes - 100%

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

Sale of House

How has Vasilis Panteli helped you?

Complete advice, full circle and future financial planning

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

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

I wanted to ensure I had some long-term financial security for myself and my wife in retirement and my children’s futures.

How has Vasilis Panteli helped you?

Vasilis helped by offering guidance on what to do with my money, how I could maximise my pension when I retire and arranging a trust for my children. He explained everything clearly, was very patient and a pleasure to work with.

Have you seen the outcome you were hoping for?

So far it’s been great. Vasilis has helped getting everything arranged and in place and provided fantastic reassurance in planning for the future.

What could they have done better?

Vasilis couldn’t have done more for me, he was absolutely brilliant from start to finish. He was extremely professional but also very friendly, approachable and supportive of what I wanted to achieve.

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

I had inherited some money and needed to look for the best way to invest this

How has Vasilis Panteli helped you?

I visited vas before due to inheriting money and not knowing what to do with it. I have now returned again due to the excellent service I had received last time.

Have you seen the outcome you were hoping for?

I have received above and beyond as expected from Vasilis, very much appreciated especially during these tough times.

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

I wanted to take control of my money spending to enable me to plan how to save for a house.

How has Vasilis Panteli helped you?

He supported me with different ways of budgeting in order to reach my financial target.

Have you seen the outcome you were hoping for?

Still in planning process, however feel more confident with the advice provided for my future savings.

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

I needed some advice regarding investments and managing a large sum that I inherited.

How has Vasilis Panteli helped you?

Vasilis gave some good advice regarding investments ideas.

Have you seen the outcome you were hoping for?

Yes, although probably a little early to say, they our out performing my expectations.

What could they have done better?

Nothing.

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

Following receiving some poor advice from a high street bank, Vasilis has completely changed our view of the Financial Services Industry.

How has Vasilis Panteli helped you?

He was attentive, patient and provided expert advice, through what as an incredibly complex inheritance tax matter. He has been truly outstanding and a credit to Succession.

Have you seen the outcome you were hoping for?

Absolutely, Vasilis was incredible and we hope to use his services for years to come.

What could they have done better?

Nothing at all.

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

Inheritance advice.

How has Vasilis Panteli helped you?

Clearly provided me with an array of options.

Have you seen the outcome you were hoping for?

Yes, I definitely have a clearer understanding of what my options are now.

What could they have done better?

Vas was a very clear and pleasant man who was a pleasure to deal with, nothing better comes to mind.

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

Previously with Nat.West. (Phil Lock) We were then contacted by Mark who introduced us to Vas.

How has Vasilis Panteli helped you?

He immediately understood our situation and gave us as cautious investors the advice and service we required.

Have you seen the outcome you were hoping for?

Our investments have grown in accordance with the advice we were given.

What could they have done better?

Nothing as far as we are concerned

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

I needed advise and professional guidance on my private pensions as I got older and eventually retired.

How has Vasilis Panteli helped you?

I wanted clear, no nonsense discussions with up to date information and Vasilis understood this from the start and provided it from the start.

Have you seen the outcome you were hoping for?

Yes, within reason due to the circumstances in recent years.

What could they have done better?

I don't thinks so, under the present circumstance but I am very hopeful for the future.

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

I gained a large amount of money from inheritance, I wasn’t sure what would be best to do with it so decided to find a financial adviser.

How has Vasilis Panteli helped you?

He explained how investments and the risk to reward works, also the best way to invest money for long term growth and tax efficiency.

Have you seen the outcome you were hoping for?

Definitely, I understand completely what I am putting my money towards now and I am very happy with the professional help I received.

What could they have done better?

I can’t say there was anything to improve on, he explained everything thoroughly and I left with a lot more knowledge than I expected.

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

Recently received some inheritance.

How has Vasilis Panteli helped you?

Provided clear and easy to understand advice.

Have you seen the outcome you were hoping for?

Yes, with great effect.

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

I came into some money

How has Vasilis Panteli helped you?

He advised me very well and made me feel very at ease

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing he was very informative and helpful

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

We were previous clients of Natwest, however we became disappointed with the level of service and what they had to offer.

How has Vasilis Panteli helped you?

Vas looked at our needs, short term, midterm and long term and recommended products that engaged with our requirements. Also he dealt with the challenges of delivering recommendations on Inheritance tax planning at the appropriate different levels of understanding and pace to all parties concerned.

Have you seen the outcome you were hoping for?

We are happy with the ongoing service and the interaction. Still early days and in view of the on going issues it is necessary to ride the storm.

What could they have done better?

We consider that Vas interacts and goes the extra mile to keep us informed and happy. So long as this continues, we will be ongoing very satisfied customers:)

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

Inheritance from parent

How has Vasilis Panteli helped you?

Advice on investment, defining the risk profile we were confident with and securing the best investment companies to meet our needs.

Have you seen the outcome you were hoping for?

In the effects that Covid19 has had on the stock market it is clearly difficult to judge (we only invested in 2018) but our feelings are that Vas's chosen investment companies have done better than average by a fair margin.

What could they have done better?

Some guidance in getting online access to our reports would help in the future.

Please provide a brief comment about your experience with Vasilis

Vasilis was assigned to me following the retirement of Phil Gerry who had looked after the finances of both my husband and me for many years. I found him very helpful. He gave clear answers to my questions and his advice was very helpful.

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

Had previously been with NatWest, they became too remote. With the scaling back of staff at NatWest felt it was time for change.

How has Vasilis Panteli helped you?

He was understanding of our needs, and explained in language that was understandable.

Have you seen the outcome you were hoping for?

In general yes, one’s expectations have to be tempered with the present economic situation.

What could they have done better?

Have no suggestions. He’s always been available when needed.

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

Vasilis took over my portfolio when Andrew Cole left the company

How has Vasilis Panteli helped you?

He visited me in December to discuss my portfolio and aspirations. He was able to answer my queries and offer appropriate advice.

Have you seen the outcome you were hoping for?

My investments have not gone down as much as I thought they would because of the Coronavirus which is good! I e mailed Vasilis at the beginning of the pandemic for reassurance which he provided very promptly.

What could they have done better?

Early days but satisfied so far.

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

Vasilis was allocated our account on the departure of Andrew Cole from the company.

How has Vasilis Panteli helped you?

We had an initial meeting with Vasilis in February and then he conducted our annual review in June (via phone due to Covid-19).

Have you seen the outcome you were hoping for?

Considering the major fall in investment markets due to Covid-19 since March the value of our investments have been quite resilient. He has been proactive and positive in our relationship.

What could they have done better?

It is very early days in our relationship and due to the Covid-19 situation there is not a lot more he could have improved upon.

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

I needed help with my pension

How has Vasilis Panteli helped you?

vas resolved an issue i had with my work pension

Have you seen the outcome you were hoping for?

Vas was very professional and competant with many years of experience and was able to resolve my issue very quickly

What could they have done better?

I could not have chosen a better chap than vas he could not have done any better than he had done which i very much appreciated

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

My previous financial advisor left the Financial Planning Company and Vas was assigned to take over my portfolio.

How has Vasilis Panteli helped you?

We asked Vas to provide guidance on a maturing FSAVC.

Have you seen the outcome you were hoping for?

Yes, it's early days yet but, the plans we have are on course and in addition we now have other options to consider.

What could they have done better?

Too early to give a realistic opinion as our business relationship is still in the very early stages. However, I am confident that we have built we have built a solid foundation based on trust which will lead to a long lasting relationship.

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

I sold my business and wanted to look to invest the money raised to ensure a stable income over the longer term.

How has Vasilis Panteli helped you?

Vas was brilliant at finding the right investment vehicle for me and my wife, ensuring we had a sensible balance between a monthly income and ensuring our capital did not erode away. Was is a great person to give you sound, sensible advice but at the same time is realistic that at times, you may want a little extra and he can help make that happen.

Have you seen the outcome you were hoping for?

Yes - although recent world events has been shocking for the world economy, Vas's regular communication has prevented any panic and has helped us understand how our investment portfolio has changed over the period.

What could they have done better?

I have no suggestions, Vas is a great adviser and tends to our every requirement.

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

My pension fund was transferred to Succession and I was then introduced to Vasilis

How has Vasilis Panteli helped you?

He promptly made an appointment to see me at my house and explain all my options and listened to what I wanted to do with my Pension Pot. From that day to this he has always carried out my wishes and made sure I understood everything i was doing.

Have you seen the outcome you were hoping for?

This years virus has obviously caused a set back, but other then that i am happy

What could they have done better?

Nothing, Vasilis knows I do not want to be pestered, but for him to be available if and when I need him: and he always has been.

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

Following the departure of Andrew Cole, Vasilis was appointed my financial adviser and conducted my annual review,

How has Vasilis Panteli helped you?

He helped me with inheritance tax planning.

Have you seen the outcome you were hoping for?

Yes; Vasilis found a suitable life insurance product for me.

What could they have done better?

There was nothing he could have done significantly better.