Reviews
5.0 / 5 · 32 totalYogesh and his team have been excellent in managing my pension. Staff are polite and courteous sending gentle reminders for outstanding actions. The annual reviews are welcome and provide an excellent opportunity for an in depth review of future goals and actions to achieve them. I'm very happy with the service and would not hesitate to recommend Vibrant Wealth Management.
Great attentive service, Sumeet is amazing at meeting my financial needs. From sorting my mortgages to recommendations on saving funds and looking after my family long term.
I’ve been a client for many years now and have always found Yogesh to be approachable and highly professional. Yogesh genuinely take the time to understand our unique circumstances and always suggest solutions that are tailored to what will work best for us. The pension advice has been especially helpful, and he and his team consistently respond to any queries promptly and in detail.
We have been with Yogesh for several years now, a recommendation from a family member which we wish we had taken sooner. Annual reviews of our accounts are conducted at our convenience with full explanations given as to the progress of our accounts over the last year and recommendations given for next steps. Advice is given when asked for during these meetings and if necessary followed up afterwards via email. In summary a professional and friendly service. Would recommend.
I have been a client of Yogesh’s for over 10 years and continue to be very impressed by him. He is professional, knowledgeable and a good listener. He answers any questions I have quickly and thoroughly and always presents interesting solutions and options. I would highly recommend his wealth management services to anyone.
I am a new customer to Vibrant Wealth Management and have been looked after by Yogesh. His professionalism surpassed my expectations and the customer service I received was superb. Yogesh made it easy for me to understand the process with his wealth of experience and has been very responsive to my needs. I am very satisfied with the whole experience and would certainly highly recommend this provider for anyone looking for an efficient and trustworthy pension service.
The advice I've had from Yogesh and the support from the Vibrant Wealth management team has been exceptional! Yogesh is so knowledgeable, supportive and patient with any queries you have. His knowledge of dental specific financial advice, pensions and asset management is second to none! Thanks again!