Bharat Chudasama

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

Changing my pension to a new and different product and obtain two insurance policies.

How has Bharat Chudasama helped you?

Changed the pension to a new and better product that suits my requirements for the future and arranged for two insurance policies.

Have you seen the outcome you were hoping for?

Yes, all products now in place.

What could they have done better?

Nothing, everything was arranged in good time and for the budget figures as initial discussed.

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

I have been a client of Bharat for a number of years. He is always on hand to help me and has given me great advice around IHT planning.

How has Bharat Chudasama helped you?

He has helped me understand IHT in a way that helps me to plan for my family. With the recent budget announcements, he was pro acvtive in keeping me informed of the changes, but also contacting me personally to explain how I had been affected.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing else

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

Required general overhaul of our finances

How has Bharat Chudasama helped you?

Provided sound and knowledgeable advice after reviewing our financial position

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, extremely happy with the service provided

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

Recently widowed

How has Bharat Chudasama helped you?

Helped me to consolidate my investments and understand my financial position.

Have you seen the outcome you were hoping for?

So far so good!

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

I had a different advisor but I was not making any gains on my investment so I looked for a new advisor.

How has Bharat Chudasama helped you?

Bharat conducted an in-depth analysis of my financial situation and investment plans. He reinvested my current investment and consolidated my two existing pensions into one. He took his time to explain his advice clearly and thoroughly, ensuring I understand every step of the process. His personalized approach and dedication to my financial well-being have been truly impressive. As a result of his expert guidance, my investments have made substantial gains. I feel confident and secure knowing that my financial future is in capable hands.

Have you seen the outcome you were hoping for?

Yes my investment has made a substantial gain

What could they have done better?

Nothing