Aegis Financial Planning Ltd レビュー 25

I have always had some apprehension over financial planning and advice. However working with Hulya took these all away. Hulya performed a detailed consultation and assessment to get a full understanding of my long term goals and plans and how financial planning could help make these goals easier to achieve. Hulya was open, insightful and listened well. She was able to ask the right questions to elicit the appropriate solutions that worked for my situation. Also I value and appreciate her honesty and the simple way she can put things. My financial future feels that much safer with Hulya's oversight,

Hulya Gunay is not only very knowledgeable in her field but her personality and experience have meant that she has been exactly the right fit for me as a solid support during my divorce. Hulya has always gone the extra mile and has made me feel at ease with all my financial decisions. Highly recommended!

Adam Shamil has worked hard to make me a personalised financial portfolio, that has consistently rewarded me through the storms of the financial market and pandemic. He has a diverse knowledge base across different asset classes including the stock market, property investment / mortgages and cryptocurrency. He has also helped me with financial planning and future proofing my investments, by displaying an in depth knowledge of pensions, inheritance tax and capital gains. I found it all confusing at first, until having a detailed conversation with Adam, who created a professional solution that no amount of internet searching or asking mates would have found! I have also used his services to secure insurance policies protect my family in case of critical illness, or not being able to work. He has sensitively helped me with my will and power of attorney as well, things we don't want to think about, but are important to plan for. I was skeptical about the concept of a financial advisor at first, but I have to say, it is a burden off my shoulders to not have to think about this, and know that my best interests are always prioritised. The decisions we make today have many repercussions in the future, and honest financial advice has made my money work harder for me, and looked after those I care about.

Adam Shamil gave me exceptional educational advice about my finances and estate planning goal. His knowledgeable advice saved me a significant amount of money in tax and helped me organise my finances in a way where my money now works for me! He was very genuine with his advice and dealings with me and he really listened to all my concerns and he was able to tailor his advice for my specific needs. I have already highly recommended Adam to work colleagues and I will continue to work with him and use his services!

A huge thank you to Adam Shamil from someone looking at investing in property, your expert advice saved me several thousands of pounds further down the process which of course is hugely appreciated