I wanted to take control of my financial future. Tom was great at explaining the options available and the ways available for me to proactively sweat my assets. It is very early days, but indications are positive already, I'm pleased with progress to date - would thoroughly recommend!
What were the circumstances that caused you to look for a financial adviser? I am busy building my business and didn't have the time or, to be honest, the expertise to manage my own investment portfolio hence looking at utilising a financial advisor. How did Sajan Chugani help you? Sajan really helped clarify my financial objectives, bring the variety of pensions and investments I already had together and place them into markets/portfolios I was keen to invest in for maximum return. Have you seen the outcome you were hoping for? Yes, I am happy with the results so far. What could they have done better? Nothing really, Sajan offers a very personable and professional service that I would thoroughly recommend.
What were the circumstances that caused you to look for a financial adviser? Impending retirement and the need to rationalise and consolidate various financial plans including pensions How did Sajan Chugani help you? By explaining the options and the benefits as well as the various risk profiles Have you seen the outcome you were hoping for? Absolutely bearing in mind the turmoil globally and nationally of the recent 2 years
Adam and his team helped me with finding a mortgage for my daughter's first purchase. Adam was so helpful and knowledgeable. He immediately understood the frustrating position we were in as it was an ex local authority property. He assured me that he had experience of helping people in our situation where other brokers had failed. I felt I was able to trust him and his team as they were so professional and friendly. They did everything they could. The only thing which took time was waiting for the lenders to respond. We have now secured a great mortgage deal and my daughter will be moving in to her new flat soon. I would highly recommend Morrinson Wealth for securing a mortgage.
What were the circumstances that caused you to look for a financial adviser? My pensions were in a variety of holdings and as I approached retirement age I was keen to know the money wisely invested for my future How did Nick Dunne help you? I have been very happy with the information and advice I have received from Nick and would be very happy to recommend him to anyone who like me is an unsophisticated investor and relies on the sound judgement and recommendation of others Have you seen the outcome you were hoping for? Yes I believe the investments are performing well against other comparable risk portfolios What could they have done better? I have no suggestions here. I have been very well looked after.
Tom is super friendly, and always takes time to explain the options and talk through possible outcomes. I have been working with him for around a year consolidating various pensions and planning for the future, and I’ve already referred several friends so they can do the same. If you need clear advice from someone you can trust I would definitely recommend a conversation with Tom.
Morrinson Wealth is located at 1st Floor, 30 Lombard St, London EC3V 9BQ, UK
You can contact Morrinson Wealth at +44 20 7516 5775
You can find directions to Morrinson Wealth by following this map link
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