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 feedbackRepeat 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 reviewRepeat 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 appreciatedRepeat 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