Ketan Shah

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

Needed financial help advising me how to best manage the part of pension following divorce.

How has Ketan Shah helped you?

Ketan knows my situation and considers how I want long term stability with my pension pot and not high risk stocks and shares.

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

Everything is as I hope for and require.

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

I have used Ketan, for many years, since stating my first private pension

How has Ketan Shah helped you?

Always available for help and advice

Have you seen the outcome you were hoping for?

We always want more, but a realistic outcome has been achieved,

What could they have done better?

Nothing

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

To assist me with my future financial planning

How has Ketan Shah helped you?

From every aspect of my financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nobody knows as we cannot predict the financial future

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

I had reached the age where I needed to start retirement planning.

How has Ketan Shah helped you?

Originally he advised on my existing pensions. Now each year he advises on my pensions and retirement planning.

Have you seen the outcome you were hoping for?

Yes. There is always something I learn in our meetings

What could they have done better?

I cannot think of anything.

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

Retirement inheritance

How has Ketan Shah helped you?

Guidance for investment tax

Have you seen the outcome you were hoping for?

Yes