Shah's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 14 )
Long Term Care ( 7 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Cambridgeshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I already had an adviser, and they left this aspect of the industry so a new adviser was provided.
How has Shah Mir helped you?
Investigating my current investments, and some advice regarding my pension plan.
Have you seen the outcome you were hoping for?
Nothing on the pension front yet, but my advice on the investments was to stay at my current attitude to risk.
What could they have done better?
I'm not sure to be honest.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Post retirement. Need to make best use of pension funds and make prudent investments of capital.
How has Shah Mir helped you?
Sound advice about best use of pensions. Advice regarding safe and moderate risk investments.
Have you seen the outcome you were hoping for?
In general, yes. Downturn in stockmarkets have currently reduced benefits of investment though.
What could they have done better?
Not a lot, world events have led to less than ideal growth.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been using argentis for many years for financial advice
How has Shah Mir helped you?
Yes, Shah has advised us on financial planning.
Have you seen the outcome you were hoping for?
Yes, it's reassuring that we have advice and help achieving financial security for retirement.
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?
I was left some money and needed a place for it and a friend recommended this company.
How has Shah Mir helped you?
Just keeps me in the loop
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t know!
Review
by a verified client in Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice and help investing inheritance money safely and sensibly.for the future.
How has Shah Mir helped you?
He did all he was able to do with what was already in place.
Have you seen the outcome you were hoping for?
More ore less
What could they have done better?
They— being the firm— I would have thought could have been a bit more careful and on the side of the client, when mistakes were made re capital gains.