Independent Financial Adviser - Cartier Wealth - Rochdale

Hasan K.

I can't recommend Imran Rafiq of Cartier Wealth enough! His advice has been invaluable, and his expertise in financial planning is truly impressive. He took the time to understand my unique goals and provided clear, actionable steps that made a real difference. Throughout our interactions, his professionalism and genuine care for my financial well-being shone through. If you're looking for a trustworthy, knowledgeable advisor, Imran Rafiq of cartierwealth.com is the best choice!

Nav C.

What were the circumstances that caused you to initially look for a financial adviser?

I needed a financial advisor to evaluate my portfolio and life choices as i had no financial planning in place. Imran from Cartier Wealth was recommended to me by a friend.

How has Imran Rafiq helped you?

Imran was a good professional specialist who understood my needs and recommended a solution to suit. He evaluated my current financial situation and combined all my existing pensions onto one platform.

Have you seen the outcome you were hoping for?
The outcome has seen a reduction in my time spent on admin as i have a trustworthy advisor to look after my pension!

Muhammad I.

I contacted imran for advice on life insurance. Imran addressed my family protection needs and created a financial plan to address my retirement planning shortfalls which I didn't consider. As an accountant I don't have any hesitation in referring clients to Imran.

Karen H.

What were the circumstances that caused you to initially look for a financial adviser?

I was planning to retire and needed advice about pensions, investments and using these as income.

How has Imran Rafiq helped you?

My first financial planning meeting with Imran was very comprehensive and productive. He was very thorough and explained every aspect of my financial affairs in plain English. We discusssed my objectives and financial goals and how he would help me to achieve them in my requested time frame. He took all my wishes into consideration and answered my many questions. He is very patient and polite and understood that I do not have much financial knowledge, but he took the time to make sure that I fully understood his recommendations. I have no hesitation in recommending Imran to anyone and I look forward to working with him for many years. He also has very good biscuits !!

Have you seen the outcome you were hoping for?

Yes. Imran arranged the pension and investments as agreed in our meetings.

What could they have done better?

Imran is always on hand for any questions or queries I may have.. He is very knowledgeable and patient! He does a really good job. I don't know that he could do any better.

JOHN B.

REVIEW

What were the circumstances that caused you to initially look for a financial adviser?

I was turning 55 the year before last & was informed the 3 pension schemes that I had forgotten about could be used for investing & obtaining funds for myself

How has Imran Rafiq helped you?

I was totally not aware of all the different options that were available to me & to be honest a lot of the information from the internet & the previous plans were double dutch to me. Imran took the time to explain everything so that I could understand it & make plans for the future

Have you seen the outcome you were hoping for?

With the state of the economy as it is right now, I would say Yes the outcome is as predicted.

What could they have done better?
Nothing! Imran has been very professional, courteous and understanding.

Michelle W.

Absolutely amazing service provided. We cannot recommend him high enough. He has been amazing throughout. Provides an excellent service and is very easy to communicate with. Also brilliant communication. Thanks Imran.

Lesley C.

What were the circumstances that caused you to initially look for a financial adviser?
Needed expert help with lump sum from inheritance

How has Imran Rafiq helped you?

Went over all options thoroughly following a full financial review and explained in easy to understand language what my choices were to match my financial profile

Have you seen the outcome you were hoping for?

Yes steady growth

What could they have done better?

Nothing

Gaynor O.

I had a lump sum of money to invest and approached Imran who I have known for many years. He is very knowledgeable and trustworthy. I was so impressed with the way he handled my investments I recommended him to my sister who needed investment advice. I would have no hesitation in recommending him to anyone