Sharad's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 5 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 6 )
Up to £50k ( 1 )
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions with different companies consolidation so all in the same place
How has Sharad Champaneria helped you?
Moved all my pensions to one place to make the most from them
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sharad
Great help and advice, to help me achieve my goals. Very happy with the service provided.
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some professional advice to help me make more informed decisions about my finances and future planning.
How has Sharad Champaneria helped you?
Sharad provided a clear and insightful overview of my options, explaining everything in a straightforward and approachable manner. It was a very helpful initial consultation.
Have you seen the outcome you were hoping for?
While it was just an initial consultation, I now feel much more informed and confident about my next steps.
What could they have done better?
I was very happy with the service so far—there’s nothing specific I would suggest improving at this stage.
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for support with my financial future planning and to make the best use of my capital to plan for the future.
How has Sharad Champaneria helped you?
Sharad is professional and personable. Making every effort to understand my needs, and then explain the reason for the solution/products he recommends.
Have you seen the outcome you were hoping for?
Too early to tell. So, far the markets/products haven't yet been as favourable as we would like. (The long game...)
What could they have done better?
Nothing specific. Still waiting to see the performance of the products.
Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement
How has Sharad Champaneria helped you?
Explained options and helpful information Has set up and advised on moving pensions into one account
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing all advice was very good