8 Financial Planning - Telford

bidster5000

Fantastic services, Rick was incredibly knowledgeable. He gave me a clear plan that I am able to follow and was able to explain everything to me in a way I could understand. This was even more useful as a younger person because I didn't have much knowledge on my finances prior to my meeting. Would recommend to anyone looking to plan better for the future.

Lance C.

We had a really pleasant experience with Mr.Bhatt, and it was clear that he was extremely knowledgeable as he was able to advise us on our situation despite it being quite complex. We felt that he provided sound advice and considerations that presented options for us to make significant gains so we'd certainly recommend him!

Gary H.

Rik was incredibly helpful and patient with our questions. He had a lot of knowledge and extensive awareness of the current financial climate, and his advice was clear and detailed. He has a very patient and sensitive approach which we really appreciated, and it was a great relief not to feel we were being "sold" products or financial packages, as it was far more about what was best for us as a family. Would thoroughly recommend.

John H.

Rikesh has looked after our investments for over 10 years now, both in his previous employment and latterly from his own business. During that time we have received not only invaluable advice, but a service second to none. Nothing is too much trouble and I have no hesitation in recommending 8 Financial Planning. The ongoing service is excellent, and Rikesh’s attention to detail and friendly advice give me confidence.

Hannah

Rik has provided me with really useful advice on pensions, savings and investments over the past couple of years and has taught me the value of future planning. He is really easy to talk to and explains things clearly. I would recommend Rik to anyone looking for financial advice!

Lesley S.

I have had no experience of dealing with financial matters, it was always my husband’s remit but I felt completely confident with Rik’s explanations and advice. He was totally professional and explained things clearly and concisely. I trust Rik completely and would recommend his services to anyone.

Shane S.

Before I spoke to Rik, I never thought about how I could use my money to live a better life now instead of waiting until I am too old and tired to really enjoy living. I was always so focused on building the portfolio I kind of forget to enjoy the fruits of my labour, but Rik has opened my eyes and I would recommend anyone in their 50's with a portfolio over £750K to sit down with Rik for a review.

Jon M.

I sought financial advice because our circumstances had changed. I became unable to work due to disability and my wife wanted to retire early, so that we could spend more time together. We wanted to understand whether it was feasible to have a reasonable life now using our pensions and modest savings, that wouldn't leave us without income later in life.

Rikesh looked at all our circumstances. He helped us to understand what money we would have at each stage in our life and how this would meet our expenditure. Due to my situation we needed a lot of flexibility as there are circumstances not in our control. He has helped us place our investments where we will get the returns that we need, monitor how they are performing and adapt them as we need. Most of all Rikesh has been a pleasure to work with, and I look forward to many years working together. Rikesh will also be helping our children plan their finances, I only wish we had been in contact with an advisor like him many years ago.

My wife has now retired and we are living comfortably with a clear understanding of our financial future.