Our Reviews

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When I first started looking for an Independent financial advisor, I contacted several companies and came across Manish working for one of the companies, he came across extremely friendly and told me he is a Chartered and a qualified Pension Transfer Specialist. When I mentioned to him about our complex DB pension schemes he advised us on how to best use various retirement options on regular basis and in the most tax efficient way, this was exactly what we needed.

Over the past few years he has helped us on various other financial planning which includes retirement, mortgage, insurances investments and children’s education plans etc. We are very contented with his services and all the hard work he has done for us. He continues to monitor our investments (with everything else) and advises on any necessary changes to be made to capture any further gains while minimising risks. I would recommend Manish, to anyone who feels they too can benefit from all his support and advice he can provide.

We would like to say a big thank you to Manish, for all your help and support you have provided over the last few years, we feel we don’t need to worry too much about our future financial planning anymore.

Mr R Attalia & Mrs S Attalia

Manish has been our financial adviser from nearly 8 years. I have found his commitment to providing sound financial advice and investment market mindfulness excellent. He continues to look after our financial affairs. Manish splendidly simplifies all the work for us due to my busy schedule but with no compromise with the quality of advice whatsoever. Manish has earned our trust over the years and looks after our overall financial planning while I can go about doing my own work. Manish is highly qualified and experienced in what he does. I have been happy to continue to recommend his services to several of my contacts.

Mohammad Ilyas - Aviation Engineer

Over the past 10 years your advice and help on getting my Pensions and Life Insurance sorted out so that I feel totally protected, your advice on Financial Planning has been second to none. You have explained in detail how each of my pensions worked and in simple layman’s language. You are skilled in explaining and I have found all your advice given both sensible and constructive, in total I feel I can trust you to do the best for me. I have never felt pressurised in the choices you have proposed to me and I have found your response time and your availability to be perfect for what I need. I would not hesitate recommending you to any of my family or friends.

Regards

Dominic

I contacted Manish to help with our Mortgage and Financial Planning in general and he has been extremely accommodating. It was my main priority and had worries due to certain difficulties and as any first-time buyer would be. I was talking to various people and one of my friends referred Manish to me and we clicked straight away. Manish took over the whole process and made everything incredibly stress-free for me. He advised me on the best deal in the market after a thorough ‘Independent’ research work. I am very happy with his services and extremely delighted with the result. I have already been recommending Manish to my contacts.

Hasib Ahmed - Chartered Accountant

I was in an apprehensive need to sort my financial affairs. I was going through an anxious time. I contacted Manish and it was the best decision I ever made. I am in a much better position financially now. It took time but Manish worked very patiently & was dedicated to solving my issues. He is now looking after my overall financial planning & I am confident to look forward to achieving my future financial goals & aspirations. I highly recommend Manish as an all-round Financial Adviser. Thank you so much'. 

Zehad Ifraz

I've found Manish to be very helpful in sorting out, life insurance, income protection and pension guidance. Everything was explained clearly and there was never any pressure. I recommend Manish to anyone looking for expert financial advice.

Bernard Atherton

Manish has helped me throughout with my and my family’s financial planning. He has sorted a number of my pensions which I didn’t know where they were and now all under one account which is easy to track and manage. They are more cost effective now and growing in value due the advice I received from Manish. He has also looked after our insurances and made sure our family is protected as best as possible from various misfortunes. He is excellent in providing on-going support and is a very friendly guy to work with. I frequently recommend Manish to my friends and family.

Paul Taylor - General Manager

Manish has advised me on some very complex financial arrangements and in the most tax efficient ways. He explained recommendations very thoroughly and spent plenty of time with me ensuring I was comfortable with my decisions. I had a different financial adviser before I met Manish but communication was an issue with them. Manish, on the contrary is always there whenever I need his help. I find him extremely easy to talk to and this is crucial for me to work with someone. I am pleased that Manish is looking after my financial affairs. I am happy to recommend Manish to anyone who needs such help. He is very quick in replying my emails and calls which, of course, is very helpful.

Sheila Harris - Ultra sonographer.

I just wanted to thank you for your help and guidance over the last few years in getting my private pension funds in order and moved into one easily manageable scheme. I didn't think I'd need a financial adviser, and was a bit dubious about getting one, but once I started looking into it, it was a lot more complicated and time consuming than I expected. The most important thing, in my view, is to feel comfortable with, and be able to trust someone who is giving me advice on something which could affect my future. And this is why I have stayed with you, now that you have branched out on your own, rather than stay with the company you originally worked for.

Kind regards, and good luck for the future.

Steve Brooks 

Manish Sengar is my families professional financial advisor, however he is so attentive in his nature I consider him to be someone who is essential to our families financial and emotional wellbeing. Manish has impeccable manners is personable in nature. What makes Mannish unique is his ability to look at financial matters from a perspective which is coherent to understand despite the complexity of matters. Manish has a range of experience which compliments the advice he gives paying attention to the details to ensure highest yield for his customers. He is also able to explain the grey areas to ensure as a customer your protected. Mannish has the highest standards to ensure he meets the standards and compliance of his governing professional boards, upholding their standards.

I can highly recommend his services and it is a privilege to know him specifically as he has his finger on the pulse of financial matters which have been very rewarding for my family. Nothing is too much trouble for him.

Helen Crisp, Practice Manager