What were the circumstances that caused you to initially look for a financial adviser?
My previous Financial Adviser retired and passed the business to a new Adviser who I was not
too happy with. I did some investigating and found Akash
What were the circumstances that caused you to initially look for a financial adviser?
Impending retirement
What were the circumstances that caused you to initially look for a financial adviser?
I was made redundant, and at 62 years of age I needed to take advise on my private pensions.
What were the circumstances that caused you to initially look for a financial adviser?
My husband was made redundant in November ’22 and we made the decision that he would
not need to find further employment as he would be retiring in 2026. This made myself think that being 65 years of age! that maybe I too could think about retiring.. We were given the contact details of Akash.. and we have not looked back!
What were the circumstances that caused you to initially look for a financial adviser?
Fragmented portfolio needed rationalizing across various pensions, investments and savings
and we needed to start considering long term vs short term.
What were the circumstances that caused you to initially look for a financial adviser?
I had found myself unemployed and in a difficult financial situation whilst in my late 50s. I
sought advise from Akash to assess the options I had to retire early using the value of a final
salary pension I had.
What were the circumstances that caused you to initially look for a financial adviser?
Pension entitlement advice for upcoming divorce. I needed to understand what rights I had to my ex-husbands pension and how this could form part of the financial settlement agreement, especially in view of the significant sums involved.
How has Akash helped you?
Akash provided me with a breakdown of my pensions to give me an idea of what I would be
likely to receive if I retired earlier than the scheme figures provided. He also provided figures on how to off-set my pension tax allowance against previous unused allowance and arranged for a colleague to complete my tax assessment for me