Financial Planning Testimonials
PWS Group is dedicated to providing a superior client experience and has established a reputation for integrity, commitment and innovation in financial advisory services.
The testimonials that follow are a selection of reviews provided by PWS Group clients regarding our advisers, solutions and organisation. If you have any further questions about our financial services and the financial advice that we offer, please don’t hesitate to contact us.
“I have known Zaheer for approximately 3 years, initially meeting for his company to assist with my ex-military pension. Zaheer is warm and friendly but at the same time extremely knowledgeable and professional and over the years has won my trust by giving me honest feedback on my investments even when this did not necessarily benefit his own position. i am sure that since our initial meeting he has moved on to much bigger and more prosperous clients and organisations, however he still takes the time to touch base with me and ensure that i am 100% happy with his actions on my behalf. i would not hesitate to recommend Zaheer to anybody looking for honest investment advice and planning and pension optimisation.”
“Having known Stacey for a number of years, I can, with confidence, say that there are very few Advisers like her. She consistently impresses me with her professionalism, knowledge, commitment, drive and strong moral compass.
“As a specialist Wealth Manager with a focus on International Retirement Planning, her approach truly reflects the high standards that should be expected from someone in this profession. Her wealth of knowledge and experience allows her to provide first class advice to clients. I have and will continue to recommend Stacey to both individual and corporate clients as I know she will always do right by them.”
“Kareem has been managing my portfolio for some time now. He has been result oriented, responsive and diligent. Any issues were dealt with in a professional and timely manner. Very happy to recommend Kareem to you as a trustworthy and capable financial advisor.”
“We have been working with Jonathan for more than three years now. He has been advising my wife and I on investment choices which have made sense to us, has never been pushy and has had the right advice at the right time.
“Jonathan keeps us informed of potential changes, risks as well as the tracking of our portfolio. In the last 12-months we have re-located from Dubai where Jonathan is based and we continue to receive the same service as before.”
“I have known Jonathan for the last 15-months and have found him to be straight forward, approachable and honest. In helping me plan some pension fund investments he has made the complex easier to understand and as a result I feel much more informed about the decisions we are taking.”
“Jonathan and PWS have advised me on my pension arrangements since I moved to Oman. The outcome has been that I have been able to both complete the financing of our new home in the UK and put in place pension arrangements that meet my needs. These arrangements have proven to be very tax efficient.”
“Jonathan met me in Oman; he carried out all of the research to transfer my pensions offshore. He advised and guided me through the following months, where he diligently worked through the legal processes, and the end result was fantastic. It has transformed my life and enabled me to retire early.”
“I have no hesitation whatsoever in recommending Peter. I’d consider him a friend first and a trusted advisor second. Peter is an experienced, personable and knowledgeable expert, but most of all he says what he will do – and does it quickly, efficiently and with minimal fuss and bother to me. I’d rate Peter outstanding as both a person and a professional.”
“Jonathan is very knowledgeable on pension tax laws and a pleasure to do business with. Bent over backwards to get my pension transferred out of the UK now that I live in Australia. Thanks Jonathan.”
“Thank you for your time and superb service explaining every detail of my pension fund transfer and ultimately giving the chance to retire at an earlier date with a comparable income. I have to say your service is excellent leaving no question unanswered with a reply in a very timely manner. I am more than happy with the support I receive no matter where I am in the world. Thank you Kareem.”