Pritesh's reviews
Reviewed for
Insurance and Protection ( 17 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 29 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 6 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 12 )
£50k - 100k ( 10 )
Review
by a verified client in Shropshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
WAnted my old pensions consolidated.
How has Pritesh Kabawala helped you?
took care of the process and kept me informed.
Have you seen the outcome you were hoping for?
yes
Pritesh:
We sincerely appreciate your kind review. Your feedback is highly valued, and we are committed to maintaining the level of service you've come to expect from us.Review
by a verified client in Buckinghamshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to plan and think about how to maximise my income and financial assets
How has Pritesh Kabawala helped you?
Provided excellent guidance and advice on savings and investment strategies
Have you seen the outcome you were hoping for?
Yes, although we are planning for the long term, but happy with progress so far.
Pritesh:
We sincerely appreciate your kind words in your review. Your feedback is invaluable to us, and we are committed to maintaining our high standards of service for you in the future.Review
by a verified client in Kent
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General advise on private pension and financial planning
How has Pritesh Kabawala helped you?
Pritesh has been of immense assistance meaning I can have full confidence my personal financial planning is in safe hands. Our yearly meetings provide an overview of where we are at and gives us the opportunity to touch base on other support he is able to provide which is invaluable when you are a busy professional yourself.
Have you seen the outcome you were hoping for?
Yes and more, as not only are my pensions consolidated into one pot but Pritesh has assisted with other services such as insurances and wills.
Pritesh:
Thank you for your positive review. We greatly value your feedback and are committed to continuing to provide you with exceptional service.Review
by a verified client in Staffordshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make a draw down on one of my pensions but unclear about the process and alternative options.
How has Pritesh Kabawala helped you?
Pritesh explained the process, simplified it and genuinely cares about his clients. Always available when I need to see him!
Have you seen the outcome you were hoping for?
I am very pleased with the outcome of my relationship with Pritesh
What could they have done better?
Pritesh is available 24/7 and responds quickly to any questions/issues. Great service
Pritesh:
I wanted to personally thank you for your kind review. Your positive experience with our financial planning services is exactly what we strive for, and it means the world to us to know we’ve met your expectations. If you ever need anything else, we’re here for you.Review
by a verified client in Neath Port Talbot
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice regarding pension
How has Pritesh Kabawala helped you?
Without the guidance and support from Pritesh I would have struggled to navigate the minefield of information thrown at me from my pension provider. Pritesh had invaluable advice and support and guided me throughout the complex process.
Have you seen the outcome you were hoping for?
The advice I received has led to the exact outcome that I was hoping for and I'm confident in saying that it was achieved due to the guidance and support I received from Pritesh
Pritesh:
We are genuinely grateful for the favourable feedback you have provided. It is truly gratifying to learn that our financial planning services have proven beneficial to you. We extend our heartfelt thanks for entrusting us with the management of your financial prospects.