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

Nearing pension age

How has Dinesh helped you?

Dinesh has helped me to understand all of my options over the next 5 years and to support me in financial planning for my retirement

Have you seen the outcome you were hoping for?

 absolutely

What could they have done better?

nothing, Dinesh was very receptive and responded to all of my information need

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

concerns about pension planning

How has Dinesh helped you?

clear advice on future pension benefits

Have you seen the outcome you were hoping for?

in terms of advice yes....

What could they have done better?

possibly less technical and more accessible language?

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

NHS pension advice

How has Dinesh helped you?

Dinesh offers a personal service, prompt advice and nothing is too much trouble.I felt comfortable asking questions and answers were clearly provided

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything

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

Needed to plan for the future and for my family

How has Dinesh helped you?

Sound knowledgable advice and proactive approach to organising insurance

Have you seen the outcome you were hoping for?

Yes absolutely

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

Lack of clarity regarding the benefits accruing in my NHS Pension

How has Dinesh helped you?

Has checked all my NHS Pension contributions are accounted for and has estimated my benefits.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Would have liked to have seen the Pension paperwork before the explanatory meeting so I could have asked more questions. Would like to have seen a summary of next steps in terms of what further assistance could be provided and the costs involved