Rikesh's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 22 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 7 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 7 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Rikesh
My initial consultation with Rikesh has been very positive and educational . Im looking forward to working with him to optimise my investments and secure a good lifestyle in retirement.
Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had taken up a new job and was looking for some advice on how I can best plan out my new salary
How has Rikesh Bhatt helped you?
Rikesh provided me 5 steps to follow that I can use to make my money work for me. He educated me on the problems of inflation and why I should be making my money work for me. He also provided me with knowledge on where I can be holding my money and how to do it.
Have you seen the outcome you were hoping for?
I only took my appointment today so I am unsure to say however looking at the advice he has given me it looks likely that I can reach my financial goals over the next few years
What could they have done better?
I don't think Rick could have done anything better for me he was very useful today, I can give a better judgement on this in a few months when I have started to implement his ideas.
Review
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension review
How has Rikesh Bhatt helped you?
Looked at mortgage and reduced payments by recommending an urgent switch of plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Rikesh
Rikesh was excellent! Explained things without using jargon, made sure we understood what he was talking about. Provided great advice, walked us through the steps he would be taking. I will be recommending him to friends and family. Looking forward to our next meeting.
Repeat review
by a verified client in Shropshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rikesh Bhatt helped you since your last review?
Rik continues to give me helpful, professional advice and he has been very successful in making my investments grow and work for me. He is always available to advise me and he is friendly and completely approachable.