Balvinder's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 1 )
Investments and Savings ( 2 )
Inheritance Planning ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Middlesex
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have become freelance and required mortgage protection , insurance, income protection, and remortgage.
How has Balvinder Sohi helped you?
Provided comprehensive analysis of scenarios risks and provided options and covers.
Have you seen the outcome you were hoping for?
Yes - the whole team worked very well and professionally.
What could they have done better?
They worked very well throughout the whole process till all applications were completed and provided all post sales support.
Review
by a verified client in Berkshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a one stop shop so to speak that I could rely on and build a long term relationship with trust and integrity.
How has Balvinder Sohi helped you?
Provision of excellent unbiased sensible advise.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not a great deal