Aegis Financial Planning Ltd Opiniones 

24
•
TrustScore: 4.5 sobre 5

4,6

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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 o... Ver más

Valorada con 5 estrellas sobre 5

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 wan... Ver más

Valorada con 5 estrellas sobre 5

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 understan... Ver más

Valorada con 5 estrellas sobre 5

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... Ver más

Información sobre la empresa

  1. Asesor financiero
  2. también en la categoría
  3. Agencia de seguros médicos
  4. Asesor de impuestos
  5. Fondo de pensiones
  6. Seguros para empresas
  7. Servicio de inversión

Escrito por la empresa

We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. Today's clients need to know exactly how much they are paying for their financial services and feel assured that they are getting value for money. We are a bespoke advisory practice and not a large, faceless corporation, meaning we can offer independent, unrestricted access to the whole of the market on the best terms possible for you. Our clients are hugely diverse and always our biggest advocates. They range from board members of large multinational corporations; industry leaders; entrepreneurs and professionals; high-profile media figures and high net worth families and retirees.


Información de contacto

4,6

Excelente

TrustScore: 4.5 sobre 5

24 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,6

Todas las opiniones

(24)

5 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

Solid support

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!

8 de junio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Adam Shamil - honest and shrewd financial advisor

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.

26 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Excellent financial advice!

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!

26 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

A huge thank you to Adam Shamil from…

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

19 de abril de 2021
Opinión espontánea

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