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

Thoughts of retirement

How has Dinesh helped you?

Yes

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

 No

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

Needed professional help

How has Dinesh helped you?

A massive amount

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

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

I have known Dinesh for over 10 years. We have worked together with increasing the knowledge of junior doctors and colleague GPs about the NHS Pension He has also been my personal financial advisor as well as pension guidance expert. Without his care and attention I would have struggled to make fully informed decisions. I am due to reap the rewards of his as approach retirement end of 2024I feel indebted to him for his personal input as well as his professional support

How has Dinesh helped you?

as above

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

The only constructive comments I can make here , is that I hope that Dinesh doesn't get overworked with the number of doctors he now manages. Also when he delivers his talks and seminars, perhaps to ask the audience their prior understanding. This I believe will help him measure his content more economically.

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

Letter from NHSBSA re: Pensions choice following the McCloud ruling

How has Dinesh helped you?

Dinesh went through the issues in detail and provided a detailed report for both the scenarios, so that I could decide on the right choice for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Investments were not performing well under a previous financial advisor.

How has Dinesh helped you?

Streamlined insurance policies, re-energised our investment portfolio, set up a Trust fund for under-age Will beneficiaries

Have you seen the outcome you were hoping for?

Yes, very much.

What could they have done better?

Nothing