Reviews
5.0 / 5 · 12 totalI would highly recommend anyone to use Ingenious Financial Solutions if you are looking for some support with financial planning and pensions services. Jateen has been my IFA for the last 12 months and has been great to deal with. Highly knowledgeable, very personable, offers sound advice and keen to do what is in the best interest for his clients. I look forward to continuing my financial journey with Ingenious and Jateen.
Approaching 55 and knew I could access personal pension pots. Several pension companies suggested getting financial advice and mentioned Unbiased. Entered a few details and was soon introduced to Ingenious Financial Solutions and in particular Rizwan Ismail. We arranged a mutually agreeable time and Riz came to me. We had an informal chat and discussed expectations. Presented my current situation and various policies. Riz easily identified those that were flexible and those that were not. Based on further investigation, suggested crystallization of policies into one with access and draw down. Took away all information needed and permission to contact all parties. Subsequent home visit showed proposals, suggestions and risk analysis and we agreed a way forward. Couple of brief messages and we were all set. On reaching the birthday milestone everything fell into place and within a week received the agreed %. Faultless service, would highly recommend. Took away all my worries and anxieties.
Had a great experience with Rizwan. Haven't used a financial adviser before but was lucky enough to find him. We had a couple of in person appointments with him for which he was always on time, polite and respectful in our home. He listened to our needs and gave just the right level of advice. He made relevant suggestions for our options without giving us any hard sell for extras or anything else which was greatly appreciated. The whole process went without a hitch and paperwork was strightforward and simple with his guidance and explanations. Wouldn't think twice about using him again or recommending him to others. Highly recommended!!
I had an excellent experience working with ingenious financial solutions, they took the time to understand my financial situations, their explanation was very clear, through, and easy to understand even when discussing complex pensions options. The follow-up support has also been outstanding, with regular check in and quick responses to my questions Thank you to the team I feel so much more confident about my retirement plan and future financial security I would highly recommend them to any one seeking professional trustworthy pension advice.
I was recommended this company after I retired. I found them very helpful. They sorted everything out for me. My investments make a nice top up to my pension. Would definitely recommend them.
Jateen was very helpfull with my pension planning and was able to answer all my questions. A very professional service. Thank you.
Ingenious spot on so helpful would recommend them they take time to sort everything out