Shah's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 15 )
Long Term Care ( 7 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Hampshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed Pension advice on a significantly valued DC scheme
How has Shah Mir helped you?
Provided good risk considered portfolio investment advice & outlined the route map that we will follow together up to, immediately after & then beyond my proposed retirement timeline
Have you seen the outcome you were hoping for?
Wea re progressing an explained & I am happy with with what has been achieved to date.
What could they have done better?
Nothing that I can think of at this stage
Review
by a verified client in Buckinghamshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and investment advice
How has Shah Mir helped you?
Given me a long term I’m happy with
Have you seen the outcome you were hoping for?
Mostly
Review
by a verified client in Hampshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on future investment/pension
How has Shah Mir helped you?
Advised on future banking/ family accounts
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
-
Review
by a verified client in Buckinghamshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an adviser with the same company so he took their place.
How has Shah Mir helped you?
He has helped me by looking after my shares growing my savings.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think so.
Review
by a verified client in Cambridgeshire
2 months 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.