Rajiv Prabhakar

Rajiv Prabhakar

Blue Ocean Wealth Management

Rajiv's reviews

Reviewed for

Insurance and Protection ( 14 )

Mortgages ( 2 )

Pensions ( 39 )

Retirement income (annuities, drawdown) ( 17 )

Auto Enrolment ( 2 )

Investments and Savings ( 37 )

Pension Transfers - Non Specialist ( 14 )

Inheritance Planning ( 13 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 18 )

Financial Mentoring ( 5 )

Financial Coaching ( 5 )

( 3 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 6 )

£100k - £200k ( 2 )

£50k - 100k ( 4 )

Up to £50k ( 5 )

Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

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

I wanted to set myself and family up with the correct amount of funds in later life.

How has Rajiv Prabhakar helped you?

Annual reviews combined with solid advisory on where to allocate assets for personal and estate planning purposes

Have you seen the outcome you were hoping for?

I have seen that the advice and structure in place has benefited me mentally and financially.

Rajiv:

Many Thanks for your feedback
Repeat review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Rajiv Prabhakar helped you since your last review?

Rajiv's friendly, knowledgeable advice has made a big difference in my financial planning—highly recommend!

Rajiv:

Dear Shantaveer Many thanks for a positive review and here to help when you need it.
Review

by a verified client in Herefordshire

5 months ago

Overall

Advice

Service

Value

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

I needed professional guidance to handle my finances and navigate investment and pension complexities more effectively."

How has Rajiv Prabhakar helped you?

Rajiv provided clear advice on choosing the right product based on my age and requirements.

Have you seen the outcome you were hoping for?

Yes, absolutely! My financial processes are now more organised, and I’ve saved both time and money thanks to Rajiv's expertise.

What could they have done better?

Honestly, everything has been excellent!

Rajiv:

Many thanks for an excellent review
Repeat review

by a verified client in Middlesex

6 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Rajiv Prabhakar helped you since your last review?

Kept my pension plans in line with my retirement goals

Rajiv:

Many thanks for your feedback. Highly appreciated
Repeat review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Rajiv Prabhakar helped you since your last review?

ongoing advice