Shah's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 12 )
Long Term Care ( 7 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 11 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Flintshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn't look for an advisor. My contact was as a result of workplace. Pension scenr
How has Shah Mir helped you?
I have to admit not being financially literate, so have taken his advuc regarding monetary requirements
Have you seen the outcome you were hoping for?
It seems so
What could they have done better?
There is too much jargon used which is not much use cto me
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a sum of money to invest in ISA's
How has Shah Mir helped you?
Reviews my finances annually understanding my finances
Have you seen the outcome you were hoping for?
My finances have grown, but there has been sum turmoil in the markets over the years.
What could they have done better?
Difficult to say, but am happy with what is being done.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Shah
I have found Shah to be professional and very understanding of my current lifestyle and possible needs.
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial security and investment advice
How has Shah Mir helped you?
He understands my financial position
Have you seen the outcome you were hoping for?
Not applicable
What could they have done better?
Nothing better was needed
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Shah Mir helped you?
Annual financial review.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I do not wish to discuss inheritance tax planning but Mr Mir insisted upon it.