Rohit Rohela

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

To ensure we have enough financial cover for our retirement.

How has Rohit Rohela helped you?

He has invested our pensions for a better return

Have you seen the outcome you were hoping for?

It is early days as yet...

What could they have done better?

Nothing...

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

Approaching retirement and looking for advice

How has Rohit Rohela helped you?

In many ways!... Consolidating our investments and pensions and making sure we are on track for the retirement we would wish for.

Have you seen the outcome you were hoping for?

Yes, although its early days and investments are fickle, but his approach was very practical and sensible, so flingers crossed! What we do have though is very easily tracked and understood...

What could they have done better?

Nothing

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

Having extra cash in the current account, not knowing how to invest.

How has Rohit Rohela helped you?

From the very beginning Rohit has been an excellent support for me. He has given advice on everything I needed and more. I feel Rohit has helped me secure my and my family's future.

Have you seen the outcome you were hoping for?

Definitely yes!

What could they have done better?

Nothing really, it's been excellent

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

On retirement.

How has Rohit Rohela helped you?

Helped to choose a suitable SIPP, ISAs and savings

Have you seen the outcome you were hoping for?

SIPP did not perform as well as hoped but he has arranged a more suitable place for it to be invested

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

Mortgage Advice

How has Rohit Rohela helped you?

With Mortgage Advice

Have you seen the outcome you were hoping for?

Yes

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

Looking for Mortgage advice

How has Rohit Rohela helped you?

Mortgage Advice

Have you seen the outcome you were hoping for?

Yes

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

I have multiple pensions as well as savings and wanted to consolidate / manage matters to maximise achieving my objectives (capital growth with acceptable risk).

How has Rohit Rohela helped you?

Explained options, made recommendations and was very helpful in answering questions and queries. His suggested financial plan looks to meet my objectives with regular review opportunities.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

To re-invest bonds.

How has Rohit Rohela helped you?

Income support plan

Have you seen the outcome you were hoping for?

Not yet. Still in progress. To be completed on my return from holiday.

What could they have done better?

Nothing. Still to be completed.

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

For home loan

How has Rohit Rohela helped you?

He is excellent adviser who identifies individual need . He helped us in the process of my mortgage.

Have you seen the outcome you were hoping for?

Yes

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

I was approaching 40 and was not happy with my position financially. I searched a fair bit and came across Rohit. I booked a discovery call and was so impressed with his knowledge of various areas of finance I snapped him up!

How has Rohit Rohela helped you?

Rohit helped me restructure my limited company pay structure so I maximise my tax allowances in terms of salary and dividends. He also set up a VCT for me and consolidated my isas and pensions into one place.

Have you seen the outcome you were hoping for?

I have seen great improvements in the way I approach my cash flow and the security of my future. He has been a complete answer to my financial needs.

What could they have done better?

Found me sooner!!

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

We initially took on a financial adviser to plan our finances in the long term

How has Rohit Rohela helped you?

Rohit has always pushed to answer any queries, if anything needs to be done he jumps on the opportunity to progress. We have felt he had our best interests at heart and he has always advised us in our best interests.

Have you seen the outcome you were hoping for?

We have made the necessary adjustments and strongly believe the outcomes will be visible with time (we are not expecting results in the short term)

What could they have done better?

I don't think there is any way the service we've received could be improved

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

We wanted somebody to advise us on our retirement plan and consolidate our pensions. We had previous background of poor advice where we had lost money.

How has Rohit Rohela helped you?

Our relationship with Rohit has developed and he is now advising us on a number of different things to enable our lifestyle to be met.

Have you seen the outcome you were hoping for?

Rohit has helped us consolidate our pensions into a portfolio with our best interests at heart.

What could they have done better?

The service Rohit has provided has been 2nd to none within the timeframe I have known him.

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

Having experienced some poor pension advice where we lost money we were keen to review our situation to assure ourselves we could have a decent pension pot and to help us understand and manage our investments going forward.

How has Rohit Rohela helped you?

Our relationship with Rohit has evolved over the last few years and now Rohit is advising on a number of areas, including pensions, tax-efficient strategies, mixed portfolio of investments based on our risk profile and our financial needs as they change for us and our family. We have regular reviews and Rohit always makes himself available when we need anything.

Have you seen the outcome you were hoping for?

Rohit has helped us consolidate our pensions and invest them into a SIPP that is been managed well. Rohit has offered us good quality, trusted advice and that is very reassuring. The lifetime cashflow planning in particular has given us confidence that we are on track to meet our lifestyle needs in retirement.

What could they have done better?

I am very happy with the service that has been provided to date.

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

Thinking ahead I wanted to combine all of my investments under a managed and controlled environment, to assist my wife in the event of my passing.

How has Rohit Rohela helped you?

Rohit has provided a long term Financial Planning Report for both my wife and I for my pensions and our combined long term ISA savings. We are in the process of transition at the moment and was also advised of the importance of setting up a Will and the LPA's and registering them with the Office of the Public Guardian, which we have now both completed.

Have you seen the outcome you were hoping for?

Only time will tell, but we are both happy the finances are being managed in a thorough way by Rohit and his team. We now have peace of mind that our finances will be managed, reviewed and tailored for our future needs.

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

To plan for the future.

How has Rohit Rohela helped you?

Rohit has been super helpful with explaining everything, giving advice and answering questions.

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 looking to seek advise on how to manage my pensions and other investments options.

How has Rohit Rohela helped you?

Rohit offered me advice on how best to utilise my existing pensions and how to invest going forward for retirement. He has also introduced me to inheritance planning to secure my family’s future.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing.

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

Required advice on how best to manage investments and financial portfolio for future financial security.

How has Rohit Rohela helped you?

Rohit has provided excellent advice based on how best to invest money, our protection policies and planning towards our future. He also helped us remortgage our house, securing us the best deal possible. He is a good adviser, very friendly and quick to respond whenever we have a query.

Have you seen the outcome you were hoping for?

Yes, we now have provisions in place that we required to meet our future goals and plans as well as financial security for our family.

What could they have done better?

Nothing!!

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

I needed to review my life cover and income protection and also look at switching my mortgage

How has Rohit Rohela helped you?

Rohit has helped me to find a more suitable life cover and income protection to fall in line with my personal circumstances and also has managed to switch my mortgage into a deal which is affordable to my current situation.

Have you seen the outcome you were hoping for?

Yes Rohit managed to achieve the outcome i was looking for in a financial adviser with the products i now have in place.

What could they have done better?

I feel at this stage Rohit achieved all of my goals and objectives with the costs and plans now in place, i dont feel as though anything good have been done better.

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

had various pensions and investments scattered across different accounts and providers.

How has Rohit Rohela helped you?

Rohit helped me understand how my pensions and investments fit together towards fulfilling my future goals. He used simple language and answered lots of questions to make sure I understood how the recommendations fit my goals.

Have you seen the outcome you were hoping for?

I know I will be able to hang up my boots at 55 and pursue my dream of travelling the world! I look forward to progressing towards my life goals with valuable advice from Rohit.

What could they have done better?

Many things ….

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

I wanted to understand the best ways to invest and reach my retirement goals. I also wanted to learn about investment options.

How has Rohit Rohela helped you?

Rohit took me through the financial planning process to understand my income needs in retirement. He then built a cash flow plan to show me the gap - it looked like I would only meet my income needs for few years after my retirement date - if I did no planning. He then did a budget plan with me, this allowed me to be disciplined with my expenditure and invest regularly. He also advised me on pension contributions and life cover to ensure I and my family would be protected if something untoward happened.

Have you seen the outcome you were hoping for?

Yes, I am very happy, my investments have grown well and I have been able to stay calmly invested despite recent market conditions.

What could they have done better?

Nothing

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

I listened to a podcast Rohit was on and it made me spring to action to look into long term strategies to act in securing my income and work towards a plan for financial freedom.

How has Rohit Rohela helped you?

Rohit has advised us on our investment strategy as part of our business planning for buying a practice. He has also arranged our remortgage and is also in the process putting in place protection policies to meet my contingency planning needs for the new dental practice business. He has been a good adviser and is always there when we need his services.

Have you seen the outcome you were hoping for?

Yes and look forward to continue working with Rohit long term for my long term investments and portfolios

What could they have done better?

N/A

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

Advance financial planning

How has Rohit Rohela helped you?

Sound planning and investing

Have you seen the outcome you were hoping for?

Yes without doubt

What could they have done better?

Best advise provided; couldn’t have done better.

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

Looking to retire in approx 2 years

How has Rohit Rohela helped you?

He has advised us on how best to maximise our pension income and provided us with a forecast of what we can realistically expect.

Have you seen the outcome you were hoping for?

We are still in preliminary stages but yes definitely very happy with advice and service so far.

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

Future financial planning

How has Rohit Rohela helped you?

Financial growth planning, mortgage advice, wills and pensions

Have you seen the outcome you were hoping for?

Yes

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

needed advice on financial planning

How has Rohit Rohela helped you?

He devised an investment plan and implemented it

Have you seen the outcome you were hoping for?

Yes