Darius Jalali

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

Needed to move from our old financial adviser to manage our investment fund.

How has Darius Jalali helped you?

Given us very good advice on managing the fund and also spending and cash flow for our wedding

Have you seen the outcome you were hoping for?

Yes

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

Following my redundancy and with a possibility of a pension transfer we wanted clear professional advice based on appropriately detailed analysis in order to form the basis for our financial planning.

How has Darius Jalali helped you?

Darius and his team from the outset have provided excellent, balanced, and well-reasoned advice delivered in a professional way and in the timescales set out in advance.

Have you seen the outcome you were hoping for?

In every respect we have seen the desired outcomes.

What could they have done better?

Nothing that I can think of.

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

I had savings that I wanted to make the most out of rather than the typical bank savings accounts that don't offer much return

How has Darius Jalali helped you?

Darius helped me set up my account & advised which investments/saving account would be best for me in my current situation factoring in incomings/outgoings etc & through the investment/saving account which he set up I was able to maximize this & ultimately helped me towards achieving a healthy deposit which I since used to purchase my first property

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

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

Preparing for retirement

How has Darius Jalali helped you?

Darius Jalali has helped my wife and I by advising us on pension and investment income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

They have done everything really well.

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

I used to be quite involved in this but family and life in general has meant I haven't wanted to spend time keeping up to date. Then a massive unexpected tax bill for a salary that's just in the higher tax bracket highlighted that I could do with some advice and planning.

How has Darius Jalali helped you?

He's understood my situation, what I wanted to achieve and looked at the whole picture, restructured and provided solid advice that has been put into place.

Have you seen the outcome you were hoping for?

Yes. Finances and savings are all managed and reported back so I can understand what is happening without having to research and analyse data myself. The restructuring now means I have a sensible tax bill after my self assessment. There's a consolidated sanity, calmness and clarity in my savings and pension plans.

What could they have done better?

nothing