Aegis Financial Planning Ltd レビュー 25

I have known Sam Kmieciak since she and her father took over the management of my pension pot following my divorce in 2012. I have found her to be not only very professionally competent and trustworthy, but also easy to talk to, considerate, and prepared to go out of her way to help her clients. I would happily recommend her services.

My adviser made sense of my various pension plans I had in force and explained in plain english how she could help me.
I've now combined 4 different pensions into one low cost plan which will cost me less and could potentially perform much better.
I'm very happy with the service, especially as at no time did my adviser pressurise me into doing anything.
Thanks for your help!

Sam is really helpful and friendly, puts you at ease regarding the financial issues, she has sorted our pensions out and got it all running smoothly. We have regular reviews and if we have any concerns or problems we only have to shout and she's there. It is all explained properly and then given paperwork to back it all up. Would highly recommend Sam at Aegis, lovely lady, so helpful and knowledgeable and nothing is too much trouble.

Rob put great care into understanding my financial situation and offered solutions that have ensured I feel confident and secure for my future. He is friendly, professional and really cares about giving you the best possible advice. I would highly recommend his services to anyone.

Had a great experience working with Rob, he’s super friendly and clearly very good at what he does. My partner and I feel secure about our financial future which is a massive weight off our shoulders. Thanks Rob!!

Rob has been brilliant to work with. He’s approachable, professional, and genuinely cares about helping his clients achieve their goals. Everything was explained clearly, and I always felt confident in the guidance he provided.

Rob combined financial knowledge with a personal, friendly approach. He made complex decisions easy to understand, always outlined potential risks, and never pushed us toward anything we weren’t comfortable with. I really valued his professionalism and wouldn’t hesitate to recommend him to anyone looking for reliable financial advice.

The Aegis team we work with does an excellent job communicating with us and confirming that we are comfortable with our portfolio distribution and that our investment strategy is working the way we need it to.

Very unprofessional attitude from Ismail Birant unfortunately.

Hulya was introduced by a friend 2 years ago. Overall Experience so far has been excellent. When i initially contacted her she was very prompt in replying to my emails. We discussed the project we wanted advice for & she came back with options. Simple , Clear advice , Easy to Understand. We went ahead with Hulya for our Financial Matter & overall so far i would say she has been Excellent . Very Easy to communicate with as she usually replies within 12 hours of any query.

Working with Hulya on my windfall and planning how best to spread that out given my circumstances was supremely helpful and reassuring. Despite the crashing financial markets I feel I'm in about as strong a position as I could be financially now thanks to the work she and Emma have done with me this year. I also benefited from the firm's mortgage services as part of my experience.

Hulya's advice over the past 2 years has been excellent. She has supported us expertly through some big events ie our house move and my redundancy, advising calmly and compassionately about our best options. Hulya explains clearly and patiently when we don't quite follow the financial jargon! We feel informed and secure about our financial future. She is ably supported by Emma and we want to thank them for their professional and friendly service.

Thank you to Hulya who has been really supportive and helpful with general insurance, investments and savings advice.
The responses were always fast and with clear and thorough explanations.
She helped me set up my pension, insurance, ISA and JISA for my kid.
It was something I wanted to do for a while but her help and advice help me see clearer and I'm glad I've finally done it.

Thanks for your help.

Since I was introduced to my Financial Adviser Edem, my Financial Portfolio has Catapulted, thanks to his expertise, knowledge & pure genius!

I would highly recommend Edem to anyone who is serious about their finances & intend taking it to another level.

Adam Shamil (Aegis Financial Planning) helped me with the re-mortgage of my residential and buy to let property. Adam accurately assessed my financial situation and promptly suggested and guided me through a number of illustrations. Once we decided on the best options Adam worked diligently and efficiently with the Mortgage provider & conveyancer and both were completed c.8 weeks.
Adam is professional, personable and an expert within his industry and I wouldn’t hesitate to recommend his services to family and friends.

It is easy to find "good service" out there, however very few are the people and companies which truly impact your life, and help you grow.

Hulya from Aegis did exactly that.

Her wide knowledge, and expertise in the industry made me trust her advice on Life Insurance, Will Writing, as well as opened my eyes on financial opportunities I was not even aware of (ISA funds, Trusts, Pensions, among other).

Hulya's expertise is taken to another level thanks to her unmatched empathy. She does not listen "just to fill a form" or to tick a box in the process; she listens because she cares about truly understanding, to offer the most transformational advice.

Finally, the reason I picked Hulya to work with, was the fact that she does not fit a cliché typical mold of financial advisors. Following her on linkedin, I came to value and respect that she is one of the few women in this field, which drove her to support fellow women in their quest for growth and become a true thought leader.

My wife and I cannot be more grateful for Hulya and Aegis, and we look forward for months of collaboration to come.

I had a great experience with Aegis company. I was looked after by Mr Adam Shamil who was a pleasure to work with, he always walked the extra mile with every task he did , he was extremely professional in the way he dealt with my case and I even heard the same positive feedback from his other clients.
He give an honest advice , he knows his limits but he will do his best to sort every financial dilemma you could have. He will put you through the right source of information if he think it’s not his speciality. He took all the pressure from his clients by filling forms, arranging for on line meetings and any other admin work . Mr Shamil always makes his clients feel they are getting special care as if they are the only client he have.
I will definitely recommend this company to any one who need a hardworking and professional financial advisor.

Thank you and wish you every success.

I can’t praise Edem enough, he’s personable, patient, knows he’s stuff very well & is more than happy to answer & explain any questions I have. He helped me set up my investment portfolio & went through numerous insurance cover, which he’d gathered all the information & his suggestions in just 24 hours ready for our meeting the next day.
He has also connected me to a company for other investments I wish to explore, which has led to valuable knowledge & relationships.
He goes above & beyond & really makes you feel anything’s achievable, he has been a pleasure to work with!

Edem Amewowor has been an excellent source of support financially. He is very patient and explains things very well. He has helped me to set up a diversified portfolio of investments that have withstood the turbulent markets. Without his support I would not have been able to achieve the investment gains I have received so far. I would definitely recommend him as a knowledgeable expert in his field.

Edem Amewowor has been my financial advisor for three years. I came to him with my finances in need of serious plan that would ensure I could live the vision I saw for myself and my family. Since working with him, I have paid of my debts, saved a significant emergency fund, put life insurance in place to protect my children and overall become more financially aware. I appreciate his advice and encouragement and can truly say that I would not be were I am if it were not for his support.