“We required a complete financial review to unfold our existing investments, pensions and protection plans taken over the years through different advisers. Amit was able to provide a clear and concise proposal to meet our current and future requirements as a family. The review was very effective and his cash flow reports clearly demonstrating various outcomes to maintain our lifestyle using conservative assumptions.
Amit won our business in a professional manner. Having seen and worked with other financial advisors in the past, Amit has a different take on financial planning which is more objective and based on our lifestyle and not just financial products. Due to his professional and non 'pushy' approach, we felt confident in recommending him to our aunt and uncle and they became his clients and had similar experience like us. Thank you, Amit for looking after us and our extended family with genuine client interest at your heart.
To start your journey with Expert IFP, all you need to do is reach out to us and we will assess how we may be able to help. We ask that you complete the simple form below noting what specifically you are looking for help/guidance on and what your main objectives are. We’ll take it from there.