Ketan's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 24 )
Pensions ( 76 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 1 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 17 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 23 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 11 )
£100k - £200k ( 13 )
Up to £50k ( 14 )
£50k - 100k ( 9 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Surrey
15 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not happy with the performance of my Pensions which had been invested in the same Insurance Company as my work scheme.
How has Ketan Shah helped you?
Ketan has helped me ensure that my funds are invested in a SIPP that is suitable for my needs and ensures it stays that way.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Middlesex
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i wanted to find the best way to invest my pension
How has Ketan Shah helped you?
He gave very good advise from the outset. He explains things simply so the pension world is easy to understand. He has given me good advice.
Have you seen the outcome you were hoping for?
Yes. My pension has had steady growth which is exactly what I was looking for from the outset.
What could they have done better?
Nothing comes to mind. He has always given me help and advice when needed.
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ketan was introduced to me by my previous adviser who moved on!
How has Ketan Shah helped you?
Kept on top of my finances. Overall has helped me plan ahead.
Have you seen the outcome you were hoping for?
So far :-)
What could they have done better?
Nothing comes to mind
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest a sum money, and possibly take a small income from it.
How has Ketan Shah helped you?
Ketan has been a great help, and supplied exactly the service I required.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
I'm very happy with service, and so nothing.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For help with my financial future regarding my pension investment
How has Ketan Shah helped you?
Ketan has gone above and beyond to help me with trustworthy advice and professional expertise. I am also deaf and Ketan always makes sure I fully understand all the information he gives me to enable me to make the right choices with my pension investments.
Have you seen the outcome you were hoping for?
Yes I am very pleased with how my investments are working for me long term.
What could they have done better?
I can't think of anyway Ketan could help me more than he already has. Over the years I feel he has always put me first as a client to make sure I feel secure with my future income.