Samsu Miah

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

I had an investment to make after downsizing

How has Samsu Miah helped you?

He has helped me navigate a downsize and subsequent investment, also planning for my transition from work to retirement.

Have you seen the outcome you were hoping for?

Yes, so far.

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

How has Samsu Miah helped you since your last review?

he continues to help me plan for my financial future

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

I was looking for an adviser to to start long-term planning of family fiannces and pension.

How has Samsu Miah helped you?

Initially planned an introductory meeting with Samsu but the inductor information was provided in the volume and at detail at a scale of consultation, which is really appreciated. The meeting has touched the points I was not thinking about myslef

Have you seen the outcome you were hoping for?

Yes, it helped me to decide, which instruments to start with and first steps to take for financial planning.

What could they have done better?

Unfortunately the adviser is linked to the particular financial institution and therefore cannot provide “paid-by-our” independent advice for the broader market.

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

How has Samsu Miah helped you since your last review?

Sam has been great.

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

How has Samsu Miah helped you since your last review?

The same as before. Advice when needed and always on the end of the phone / email.