Bejal's reviews
Reviewed for
Insurance and Protection ( 26 )
Mortgages ( 5 )
Pensions ( 54 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 12 )
Auto Enrolment ( 1 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 28 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 22 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 8 )
Up to £50k ( 14 )
Review
by a verified client in West Yorkshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Bejal Shah helped you?
Helped me understand retirement options and forecast how much I need to save to reach a target retirement date
Have you seen the outcome you were hoping for?
So far all positive
What could they have done better?
N/A
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have savings that I want to invest, but I didn't know where to start.
How has Bejal Shah helped you?
Bejal has advised me on the ways to invest, what each one means and helped me figure out which option was best for me. He has now helped me open an investment ISA. He answered questions very clearly, and put a lot of emphasis on helping me learn what was happening, rather than just doing it for me, which I really appreciated
Have you seen the outcome you were hoping for?
Yes, I have opened an investment ISA
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Bejal
Timely, simple and helpful guidance at a key moment for the family.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Bejal
We have known Bejal for a number of years and have heard a lot of great things about him in the financial world. As such, he was our first choice for financial advise. Through the initial conversations we have had with Bejal, his approach was as a confidante, professional adviser, and purely value add information. He discussed what would be best for us, future actions to take once other steps had taken place, and a roadmap based on the current information we were able to provide. I would highly recommend Bejal for his many years of experience in the industry, always being up to date with knowledge and changes in the financial world, and his clear ability to be flexible with multiple situations and multiple clients.
Bejal:
Thank you for your kind words.Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
No pension since being self employed since 2010 and have a lot to catch up on!
How has Bejal Shah helped you?
Advised me on how much and where to invest and kept me updated with changes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Notifying me of any slow progress from third parties