Ashvin Pankhania

Ashvin Pankhania

SFA trading style of Watermead Financial Ltd

Ashvin's reviews

Reviewed for

Insurance and Protection ( 15 )

Mortgages ( 7 )

Pensions ( 16 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 2 )

Investments and Savings ( 23 )

Inheritance Planning ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 5 )

£100k - £200k ( 1 )

£50k - 100k ( 3 )

Up to £50k ( 8 )

Review

by a verified client in Leicestershire

7 years ago

Overall

Advice

Service

Value

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

Bad advice from a previous advisor.

How has Ashvin Pankhania helped you?

He explained the risks and level of risk.

Have you seen the outcome you were hoping for?

What my husband and I were looking for in growth has been achieved so far.

What could they have done better?

We still have further services to undertake, so far cannot say anything could be better.

Review

by a verified client in Leicestershire

8 years ago

Overall

Advice

Service

Value

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

Auto enrolment.

How has Ashvin Pankhania helped you?

Not knowing where to go to comply with auto enrolment, Ash seemed to be the sensible place to start. Ash made a minefield very negotiable and within days of contacting him, I was fully compliant with a pension in place for my employees.

Have you seen the outcome you were hoping for?

Most definitely. More importantly, he made it so simple and was a lot cheaper than I had been quoted before.

What could they have done better?

The only thing that could have been better was if it was for free. Being realistic, this would never happen so there was nothing better that he could have done.

Review

by a verified client in Leicestershire

9 years ago

Overall

Advice

Service

Value

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

I was put in touch with Ash by my old school friend who he has had advice from.

How has Ashvin Pankhania helped you?

He helped me with an investment to make a financial gain better than I was currently getting at my bank.

Have you seen the outcome you were hoping for?

Yes, my financial gains have gone up by 8% in a very short period of time, well pleased yes.

What could they have done better?

I really can't say that Ash could have done any better as he was exemplary in the way he conducted his way of doing his research to satisfy my needs toward investing.

Review

by a verified client in Leicestershire

10 years ago

Overall

Advice

Service

Value

How has Ashvin Pankhania helped you?

He understands the need of my requirements

Review

by a verified client in Leicestershire

11 years ago

Overall

Advice

Service

Value

How has Ashvin Pankhania helped you?

ashvin knows his products and which companys to use to get the best for my money and breaks down the information so its easy to understand ashvin is allways felixable in appointment times eg after work or weekends

What could they have done better?

all good