Testimonials

Client Testimonials

What were the circumstances that caused you to look for a Financial Adviser?

I needed to know what options I had with regards to my pension.

How did Gurdit Singh help you?

Went through step by step, and advised me of the best option/solution.

What is your current situation? Have you seen the outcome you were hoping for?

Very much so, the expectation has been exceeded.

What could they have done better?

No improvement needed, Gurdit is a really professional, nice guy. I trust him. He genuinely wants to do the best for you, I would have no hesitation in recommending him to anyone needing financial advice. I could phone him for advice at any time and he would always get back to me .

Paul, Chorley

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

Needed a review on pension provision and Life Insurance.

How did Gurdit Singh help you?

Gurdit explained everything clearly and in simple English. His recommendations were excellent and advised that one of our pensions was best left where it was. This shows he is clearly interested in providing the best advice for his clients, and it is not all about commission.

What is your current situation? Have you seen the outcome you were hoping for?

We have been very happy with Gurdit's advice, and have already seen growth in our pension which we have not seen for a number of years.

Paul & Louise, Chorley

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

I started my own company at the beginning of 2015, with everything that takes place when doing this like marketing, accountancy, purchasing equipment and actually doing the job, the last thing that you consider is your personal finances. Pensions, insurance for ill health or even a savings plan. However, I could sit back and concentrate on my job whilst Gurdit took complete control of the financial side.

How did Gurdit Singh help you?

His advise was and still is always relevant to the individuals circumstances and I am extremely happy to know that I can trust someone to help with these big decisions. As with all these decisions things change as you and your family changes and every time Gurdit has been able to change things to suit.

What is your current situation?

Have you seen the outcome you were hoping for? All that we have in place is working as discussed. The products have been excellent and the plans are all on target.

What could they have done better?

I have had no issues with the service received.

Bob & Clare, Preston

Gurdit is a very professional, intelligent and hard working financial adviser who explained everything at a speed and manner which suited me. I always felt that I could ask questions at anytime and he was honest and transparent about his cost and charges from the outset. Do not hesitate to take advantage of his skills and expertise as it will be the best decision that you make!

Jason, Lancaster

Gurdit was recommended to me by my mother and father as he was there own financial advisor. Gurdit has given me professional and sound advice on some finances I wanted to invest. Finance and investment is relatively new to me and my wife but Gurdit explained everything to us confidently and easy for us to understand. I was never pressured into doing something that I wasn't comfortable with and found Gurdit to be full of knowledge in his job and saved me a lot more money than other company's offering the same advice. Over the last 12 months I have always been able to get in touch with Gurdit at any given time for advice and class him now as a personal friend.

What could they have done better?

I am completely satisfied with Gurdit's advice. if I had any problems Gurdit would only be a phone call away and would come to my house to see me and my wife as soon as he could. Up to now I have not had any problems of note.

Sheldon & Lisa, Wigan

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

I didn't understand pensions and what kind of pension I actually had already.

How did Gurdit Singh help you?

Gurdit explained to me the different kinds of pensions and different options available to me. He explained everything in layman's terms and showed me which type of pension suited my needs.

What is your current situation? Have you seen the outcome you were hoping for?

Yes, definitely! The bi-annual review of my pension allows me to keep track of the growth of my pension and make any adjustments to which pension pots my money lies in.

What could they have done better?

N/A!

Jeff & Lisa, Preston

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