Sanjay's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 69 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 54 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Flintshire
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of final salary pension
How has Sanjay Gambhir helped you?
Sanjay has completed my pension transfer. He has recommended and setup an investment portfolio for both my wife and I. Sanjay has also put a financial retirement plan in place for us both
Have you seen the outcome you were hoping for?
Yes in every way.
What could they have done better?
Nothing at all.
Review
by a verified client in West Sussex
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice re a DB pension
How has Sanjay Gambhir helped you?
Provided clear & concise advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Merseyside
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming close to retirement
How has Sanjay Gambhir helped you?
Clearly gave options for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am looking to retire and wanted advice regarding what do do with my various pensions. I had a mix of pensions and was looking to simplify and optimise to give my a good balance for my retirement
How has Sanjay Gambhir helped you?
Sanjay helped to transfer under performing pensions into more appropriate investment schemes and also based on my risk profile a good balance of secure income and invested.
Have you seen the outcome you were hoping for?
It exceeded my outcome, the eventual options Sanjay recommended were not ones I had considered, he gave me a good balance of low risk options and a top up of investments which offer a low risk option but higher income than I had previously expected.
What could they have done better?
Myself and my wife were extremely pleased with all aspects of the service we have received, curteous and prompt.
Review
by a verified client in Cheshire
5 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following divorce I was aware that I needed advice to manage pensions from the pension sharing order as well as a review of various pensions accumulated through my working life. I also wanted some long term financial planning and inheritance planning
How has Sanjay Gambhir helped you?
Immediately Sanjay was able to understand my concerns and suggest possible solutions. After an in depth analysis and assessment of my aims and attitude to risk, I was given options for how to proceed.
Have you seen the outcome you were hoping for?
Yes. I know feel confident moving forward
What could they have done better?
We have a couple of loose ends to tie up but otherwise everything is great.