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

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

Retirement planning

How has Darius Jalali helped you?

Restructuring our financing to mirror our changing needs

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Darius and his team just need to keep doing what they are doing

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

Needed help regarding a pension

How has Darius Jalali helped you?

Darius has helped with my SIPP Pension

Have you seen the outcome you were hoping for?

Yes.

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

Financial planning for a family member

How has Darius Jalali helped you?

Planned finances for family member with sound advice and financial knowledge

Have you seen the outcome you were hoping for?

Yes advice working to plan with future planning

What could they have done better?

All advice was good

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

I was looking for advice around my pensions

How has Darius Jalali helped you?

Darius has helped me over the years to manage my pensions centrally and increase the overall return significantly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

We needed to make sure we were prepared for retirement and were making the best choices to achieve financial comfort and stability when we retired.

How has Darius Jalali helped you?

Providing comprehensive advice coupled with realistic projections for us to consider based on risk and size of investment across a range of financial products.

Have you seen the outcome you were hoping for?

We have achieved more than we considered possible, especially advice we received many years ago for my wife to switch her non performing at the time private pension. The switch produced stunning results.

What could they have done better?

Nothing

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

I needed advice regarding a Trust

How has Darius Jalali helped you?

He advised re the above, also regarding the lump sum element of my pension and some inheritance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I am aware of

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

I needed some holistic financial for myself and my business

How has Darius Jalali helped you?

He was extremely helpful. Very personable and knowledgeable.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. I met a number of advisers and Darius was head and shoulders above.

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

My husband was diagnosed with a life threatening condition.

How has Darius Jalali helped you?

He has helped me above and beyond. He has helped with investments and also with my pensions.

Have you seen the outcome you were hoping for?

Not yet as this is a process.

What could they have done better?

Nothing.

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

Seeking advice for my pensions from various companies.

How has Darius Jalali helped you?

He reviewed all my pensions and advised which ones should be retained and which ones should be transferred to a pension platform.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything, the service was very thorough and professional

Please provide a brief comment about your experience with Darius

Very good

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

Inheritance

How has Darius Jalali helped you?

I spoke to three potential financial advisors and Darius was far and away the best. He spoke clearly and in a straightforward manner. He researched my situation very thoroughly and came back to me which a comprehensive plan that involved him keeping a close eye on my investments and the performance of the portfolio manager. He has been excellent in his advice on tax planning, trusts, inheritance planning, and raising capital as needed. I can call him any time and he is always there for me to give advice.

Have you seen the outcome you were hoping for?

Yes - the market has been difficult for the first 2 years but we are now in a better situation.

What could they have done better?

I can think of nothing - his service and advice have been excellent.

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

I changed my job and realised I had more than one pension which wasn't serving me.

How has Darius Jalali helped you?

Darius advised me on the best pension for my circumstances and then helped me to transfer over all my money into one fund that was better suited to me.

Have you seen the outcome you were hoping for?

Yes, if not better.

What could they have done better?

nothing

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

The need to plan for retirement

How has Darius Jalali helped you?

Excellent proactive and reliable advice

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

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

Over 5 years ago, I had a pension transfer value that I wanted to move to a personal arraignment and needed advice.

How has Darius Jalali helped you?

He took me through the process and explained the potential benefits and the risks involved in moving to a personal arrangement. He did so in a clear and balanced way.

Have you seen the outcome you were hoping for?

Yes, my fund he recommended has performed very well.

What could they have done better?

Nothing, from my perspective.

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

Advise re transferring pensions

How has Darius Jalali helped you?

Darius has given excellent advice and direction.

Have you seen the outcome you were hoping for?

Yes

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

Three years ago I needed an independent review of all aspects of my finances and was recommended Darius by my accountants.

How has Darius Jalali helped you?

very thorough and strategic in terms of planning in terms of savings, pensions and my business.

Have you seen the outcome you were hoping for?

Yes is moving in the right direction and is a long term plan.

What could they have done better?

Nothing springs to mind so far.

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

Retirement thoughts

How has Darius Jalali helped you?

Great friendly and efficient quality advice

Have you seen the outcome you were hoping for?

Yes..more than

What could they have done better?

Nothing

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

Pension consolidation & financial advise

How has Darius Jalali helped you?

In multiple ways, to many to list.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Funds available to invest following sale of my business

How has Darius Jalali helped you?

Darius stepped into the breach when another IFA let us down very very badly. He took on a challenge the other IFA had been working on for 7 months and achieved very little and Darius had an excellent solution within two weeks !! The advice has also been proven with very very good returns. Darius and his team are straight talking and down to earth and speak my language without being patronising or hiding behind finance industry regulatory jargon.

Have you seen the outcome you were hoping for?

Absolutely and more - very pleased with our investment growth

What could they have done better?

Charges for adhoc pension investments were a bit of a liberty IMHO as there was no advise needed or given but in the grand scheme of things its a small sum and all advisors would likely have charged.

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

Advice on converting my company pension to a SIPP Unlocking some of my LTA Investing savings for long term growth

How has Darius Jalali helped you?

Darius Listens to our needs and requirements Worked through options with us including out attitude to risk Plans appropriate reviews with us, always listening and then presenting recommendations

Have you seen the outcome you were hoping for?

We have been working with Darius for six years and with his careful planning and recommendations our financial needs have been met.

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

I had started a new business and needed help and guidance around investments and pensions.

How has Darius Jalali helped you?

I had the pleasure of working with Darius as my financial advisor when I was starting my business, and I can confidently say that his expertise and guidance were invaluable. From the very beginning, Darius took the time to understand my goals and concerns, providing clear and practical financial advice that set a solid foundation for my business. Darius’s knowledge in financial planning and pensions was particularly impressive. He helped me navigate the complexities of setting up a retirement plan, ensuring that I was making informed decisions that would benefit me in the long term. His ability to explain complex concepts in an easy-to-understand manner made the entire process stress-free and enlightening. What sets Darius apart is his genuine dedication to his clients. He was always available to answer my questions, no matter how small, and provided continuous support as my business grew. His personalised approach and attention to detail gave me confidence and peace of mind, knowing that my financial future was in good hands. I highly recommend Darius to anyone in need of financial advice, whether you're starting a new business or planning for retirement. His professionalism, expertise, and commitment to his clients are truly exceptional. Thank you, Darius, for your outstanding service and for helping me achieve my financial goals!

Have you seen the outcome you were hoping for?

Yes, I have definitely seen the outcome I was hoping for. Thanks to Darius's expert financial advice and guidance, my business has been able to start on a strong financial footing. His help with setting up pensions and other financial plans has not only secured my immediate needs but also provided a solid foundation for future growth and stability. I am very pleased with the results and confident in the financial direction of my business.

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

We wanted to streamline our saving, investments, pensions and plan better for the future.

How has Darius Jalali helped you?

Darius has helped us put a very clear plan in place. He is very honest, very clear at communicating and gave us a good range of good options. He is head and shoulders above our previous advisor.

Have you seen the outcome you were hoping for?

He has defiantly improved our life insurance and put a plan in place regarding out pensions and investments that seem to be on a path to really improve our financial future. Some stuff it's too early to say, but we are pretty confident in what he has suggested.

What could they have done better?

I'm really happy. He seems to go above and beyond in helping us understand things that our old advisore made super complicated.

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

I had some inheritance and spare money that needed investing

How has Darius Jalali helped you?

Always helpful and explained the pros and cons well.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

My wife and I run a small business and we needed help with financial investments, savings and inheritance planning

How has Darius Jalali helped you?

My wife is in charge of our business financial management. But I am involved enough and Darius has patiently included me in all discussions. I have really appreciated the efficient and friendly help and advice that Darius and the team have given to us.

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing

Please provide a brief comment about your experience with Darius

Friendly and available, inspires confidence

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

Several years ago I became self employed and needed to review my private pension and start some longer term planning for retirement. When I went back into employment Darius ensured that I didn’t loose track of the several pensions I then had and also reviewed the position of my husbands pensions.

How has Darius Jalali helped you?

If it hadn’t been for Darius’ advice several years ago my private pension would not have been fit for purpose. He recommended changing it and it grew significantly and gave me maximum flexibility when I chose to retire earlier. He then also provided advice, guidance and recommendations when we had an unexpected inheritance to maximise return and reduce tax penalties.

Have you seen the outcome you were hoping for?

Yes, absolutely. A fantastic private pension, and understanding of various other occupational pensions, long term financial planning so we could retire early, and investments showing a return. We have recommended Darius to various friends and colleagues who have been equally impressed.

What could they have done better?

Nothing we can think of

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

Funding long term financial planning upon full retirement in unforeseen volatile future

How has Darius Jalali helped you?

He has helped us feel confident in securing safe financial investments for our future

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Absolutely nothing more

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

Retirement planning

How has Darius Jalali helped you?

Darius has helped us feel confident and secure for our future financial investments.

Have you seen the outcome you were hoping for?

Yes 100% .

What could they have done better?

Nothing . Very happy and grateful .

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

Business sale, approaching retirement.

How has Darius Jalali helped you?

Pension and investment advice

Have you seen the outcome you were hoping for?

Yes

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

Review of investments in the context of impending retirement

How has Darius Jalali helped you?

Conducted a comprehensive financial review and provided investment recommendations

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Retirement planning

How has Darius Jalali helped you?

Consolidating pensions and advice

Have you seen the outcome you were hoping for?

It looks to be heading in the right direction All good so far

What could they have done better?

Nothing. Very happy with advice and work

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

Reaching my retirement age, I had to organise my private pension into manageable blocks

How has Darius Jalali helped you?

Having looked into my financial circumstances he was able to produce a complete plan for the next stage of my life

Have you seen the outcome you were hoping for?

Absolutely, two years into retirement, it was the best decision I made, and the best advice I could have received.

What could they have done better?

Nothing to add here. All was good

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

Pending retirement, we wanted to make sure we were in a good position before we gave up work.

How has Darius Jalali helped you?

Darius advised us about investing our savings and helped us to make decisions about a number of small pensions from previous employers.

Have you seen the outcome you were hoping for?

We feel very confident that we have been well advised and have not taken on any unreasonable risks which might jeopardise our future.

What could they have done better?

We are very happy with all aspects. Great advice and good communication from all staff.

Please provide a brief comment about your experience with Darius

I've been working with Darius for around 14 months now, specifically around transferring my pension in Europe into a new SIPP. I've found Darius to be very reactive to my requirements. Clearly identifying all costs with the process and giving very balanced advice on the best way forward.

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

My husband died and I needed financial advice.

How has Darius Jalali helped you?

Organizing it all

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing at all

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

I run my own business and was looking for support with my pension planning.

How has Darius Jalali helped you?

Provide guidance on the management of my pension. He has also supported my employees.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Nothing - has done what I have asked.

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

Starting a private pension and review of existing.

How has Darius Jalali helped you?

Darius was recommended to us and we have been very happy with his advice and the service he provides. He was very thorough and knowledgable. I felt I could trust his advice and wasn't pressured in anyway. The administration that followed the setting up of the pension was highly organised and efficient as well. I would recommend him to others.

Have you seen the outcome you were hoping for?

Yes, I am very happy.

What could they have done better?

Nothing

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

I received shares from my previous employer and needed advice on what do with them and how best to invest.

How has Darius Jalali helped you?

Darius has provided advice on multiple areas including investments, pension and protection. He is able to break down complex matters into easy to understand terms and gives me great confidence that my financial affairs are being taken care of and are in great hands.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing. I am totally happy with the service and the ongoing relationship.

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

I needed help with tax planning and investment / pension advice

How has Darius Jalali helped you?

Structured plan and report and implementation of various strategies has meant we have saved a significant amount of tax. This has grown our overall asset position significantly over the last few years.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing. Darius and the team are so competent and friendly and always there if I need them.

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

Renewing mortgages and pension advice

How has Darius Jalali helped you?

By giving us honest, impartial advice and options for better mortgage deals then we currently have.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was considering taking early retirement, but was not sure what my best options were.

How has Darius Jalali helped you?

I had two or three lengthy consultations with Darius, where he gained a full rundown on my various penions and financial situation. He provided a full retirement pension plan in accordance with our discussions and he offered all of the options available to me. This meant I was able to come to a decision that I was comfortable with

Have you seen the outcome you were hoping for?

Yes, I feel fully informed about how various pension options work. With the report and assistance provided by Darius, I decided to wait before retiring.

What could they have done better?

In my case, I don't feel I could have had a better service.

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

Needed good professional advice on withdrawing my pension out of my company Scheme Scheme and into a private pension.

How has Darius Jalali helped you?

Darius and his team were outstanding & very professional giving great advice helping me to make a decision. Communication was excellent...

Have you seen the outcome you were hoping for?

I have seen also very happy with the outcome I was hoping for.

What could they have done better?

In my own personal view darius has done every thing to a very high standard and most importantly also available to answer any questions I may have.

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

upcoming retirement.

How has Darius Jalali helped you?

Darius has helped sort out our finances and provided advice on financial planning through retirement and investment income over time as well as growing the value of those investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

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

Both myself and wife nearing retirement

How has Darius Jalali helped you?

Clear and concise explanations and a positive way forward

Have you seen the outcome you were hoping for?

Certainly have from a tax savings aspect

What could they have done better?

Nothing in my opinion

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

I needed advice regarding pensions and planning for the future and also how best to make some inheritance funds work best for me

How has Darius Jalali helped you?

Darius was very approachable and patient. He fully explained what and how he could help my situation. I am now happy that my pensions and investments are in the best possible place and being looked after well and no longer have to worry about the minefield of pensions and investments

Have you seen the outcome you were hoping for?

Yes, I have a plan going forward for my future and retirement

What could they have done better?

I am very happy with the support that Darius has provided and cannot think of any comments in this section

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

We needed to consider our pension situation which needed badly harnessing. Darius gathered all our separate pots of pension and rationalised our entire pension. We later needed to have advice with an inheritance so we then with Darius’s guidance and advice sent about a plan on how to maximise the entire sum and ensure that our investments will meet our needs in the future.

How has Darius Jalali helped you?

A/A

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?

We run our own business and need guidance on how to set up our pension.

How has Darius Jalali helped you?

Darius gives us the time need to discuss and therefore understand both our options and his recommendations.

Have you seen the outcome you were hoping for?

Given that we are not retiring yet, nor has the last couple of years been easy, I think that we have seen a good outcome and we are happy with it.

What could they have done better?

Nothing

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

Savings to invest

How has Darius Jalali helped you?

Great advice to better make use of the money I've saved up, pain free for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I share Power of attorney with a cousin for an Aunt of ours who has dementia and is in a care home and needed advice for investment of her funds.

How has Darius Jalali helped you?

Darius has provided us with excellent sensible advice and a flexible investment plan to help with my Aunts needs.

Have you seen the outcome you were hoping for?

Yes , the investment has performed as expected , considering the current financial climate probably better.

What could they have done better?

Darius’s advice and thoughtfulness had been excellent so I cannot think of any part of the process which could have been better.

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

Mainly pension advice and consolidation

How has Darius Jalali helped you?

Clear advice,prompt attention,

Have you seen the outcome you were hoping for?

Still in the early stages of pension consolidation, but so far looking good

What could they have done better?

Can't think of anything, all contact with Darius and other staff members has been prompt and professional

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

I had some savings and investments and needed good advice on how & where to invest

How has Darius Jalali helped you?

Explained clearly the pros and cons of various types of investments and made helpful suggestions at various times, including changing to a more socially acceptable investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We needed advice on investing our savings and managing my private pension

How has Darius Jalali helped you?

Darius has helped with both very well and always in a clear and friendly way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

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

I needed advice/assistance to set up a Trust and manage my savings

How has Darius Jalali helped you?

Helped with above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Retirement Planning and looking for somebody who could guide me through this period.

How has Darius Jalali helped you?

Given me confidence and clarity in terms of setting out a plan.

Have you seen the outcome you were hoping for?

It is early days but all looks like going in the right direction.

What could they have done better?

Not a lot as of yet from what i can see.

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

We are in mid to late 50s and were looking for guidance on pension planning, retirement date planning, consolidating pensions, inheritance investment etc

How has Darius Jalali helped you?

Performed full financial review, talked us through various options and helpful in explaining any areas we were unsure of and worked with us to finalise our plan. Once decisions made all actions were completed in a efficient and prompt way and we received a weekly update as to the progress.

Have you seen the outcome you were hoping for?

Most definitely, we now have pension/retirement plan in place that we understand, can review annually & make any changes required. Also good to know we have a professional acting on our behalf who will update us on any changes/new products/influencing factors that could effect us. Also good to know we have someone on hand to answer any questions we may have as always prompt response to a phone call/email

What could they have done better?

No we were very pleased with the service recommended

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

Retirement and pensions maturing

How has Darius Jalali helped you?

Consolidated various pensions and created best tax efficient income

Have you seen the outcome you were hoping for?

Yes and Darius makes it as easy as possible to understand

What could they have done better?

Nothing comes to mind

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

Pension transfer.

How has Darius Jalali helped you?

Everything was extremely well. It was made very clear that he could not advise us in any way as to our decision to transfer. Once we had made that personal decision, Darius gave us a very comprehensive and structured report on the next stages of our investments.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

N/A

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

After 36yrs of working for Lloyds Banking Group, took advantage of VR and reinvesting Final Salary Pension Scheme 'lump sum'.

How has Darius Jalali helped you?

Assessed my future financial requirements based on personal circumstances, annual income requirement, tax efficiency and agreed level of exposure to 'risk/reward'. In addition, recommended a switch of Investment Management LLP's to better suit my financial requirements.

Have you seen the outcome you were hoping for?

Notwithstanding the present economic climate and the subsequent negative effect on 'markets' - yes.

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

Lack of confidence in previous adviser

How has Darius Jalali helped you?

Set my finances in better order, streamlining what I had and giving me more confidence for the future

Have you seen the outcome you were hoping for?

The last few months have been so turbulent it’s not a great time to comment but prior to recent global issues, yes, and hopefully we shall get back on track.

What could they have done better?

I don’t think there’s anything he could have done better. We are just in dire circumstances globally

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

Initially to receive professional advice on how to meet our financial objectives for savings held at that time. Subsequently to advise upon pension transfer.

How has Darius Jalali helped you?

Darius provided a detailed review of our circumstances and objectives in order to provide detailed but easily understandable recommendations.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't think so.

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

Poa for Aunt’s estate. Professional advise sought & couldn’t recommend anyone else! Fab service

How has Darius Jalali helped you?

Taken the bur out if burden!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

In all honesty in this time that we find ourselves in…probably not

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

Moved to a different company and wanted a review of existing pension pots

How has Darius Jalali helped you?

Reviewed my existing pensions and provided advice on the most suitable way to achieve long term growth

Have you seen the outcome you were hoping for?

Yes

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

Getting to retirement age and wanting to understand my options

How has Darius Jalali helped you?

Darius and the team advised me on the best way forward with my pensions. Whenever I have any queries they are answered comprehensively and timely.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

We wanted to be prepared for retirement

How has Darius Jalali helped you?

Sound advice which we really appreciated

Have you seen the outcome you were hoping for?

Yes

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

I need to move my work pension(s) to another provider / platform.

How has Darius Jalali helped you?

He arranged moving two old work pensions to a new provider / platform.

Have you seen the outcome you were hoping for?

Yes, simplification of both my old pensions.

What could they have done better?

Requested how I would like the data presented in any report(s).

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

Retirement approaching and trying to understand what to do with pensions

How has Darius Jalali helped you?

He reviewed my wife and my pensions and provided an easy to understand report with recommendations.

Have you seen the outcome you were hoping for?

Yes. The current climate has had an impact (as expected) but hopefully it will recover in the long term.

What could they have done better?

I think they have been very thorough and can’t think what could have been done better. I wish I had used Darius years ago, I could have planned better for my retirement

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

Retired 6 years ago and Darius sorted my 4 pensions to give the most tax efficient return.

How has Darius Jalali helped you?

Good advice, always available to talk either by email, phone or video call.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was widowed

How has Darius Jalali helped you?

managing the money my husband left me to produce an income.

Have you seen the outcome you were hoping for?

yes

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

I moved jobs

How has Darius Jalali helped you?

Darius has given me advice and help throughout the whole process of moving and consolidating my previous pensions and setting me up with a new one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing