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Smart Wealth Management : Testimonials

Dr Roger Chaddock
I have known Sanjay for over 10 years, during which he has provided pensions and investment advice which has always been after careful attention to my personal needs. Smart Wealth continues to follow this approach with the addition of up to date and efficient systems. Regards, Roger

Tilda Ltd
Smart Wealth Management Team - "Please accept our thanks for a fantastic job. You have seen and assisted over a 130 people, helping them to make important choices about their pension investments.The feedback we have had has been very positive! The success of the project will have countered any concerns our people may have had and will in turn have created a very positive image of Tilda and its management. Many thanks"

Adam Smith Institute
We have always been satisfied with our dealings with Sanjay and the team. They constantly review the market and are always happy to provide us with information even if we do not use it. The response is usually immediate and to the point. We've been impressed with the expert benefits and pensions advice the company has received over the years

Indesit UK
We are most satisfied with the expert health care benefits advice that we have received from Smart Wealth Management.

Dame Beatrice MacDonald
I have had the pleasure to work with Sanjay Shah for over 20 years. My employer introduced him to me at that time. Wherever he has moved to since, I have followed as I found his personal touch and professionalism, a mix I could not do without. I appreciate his integrity, honesty, flexibility and great speed of response. He now has the challenge to ‘look after’ my husband, and my mother in law as well! The few decisions I made based on other IFAs’ advice have not worked, I am therefore grateful for his support in good and bad times and I am definitively sticking with him for good! Sanjay, thank you.’

Boult Wade Tennant
Smart Wealth Management LLP has now taken over responsibility for our company pension scheme; we have dealt with Sanjay Shah and his team for a number of years and we are delighted to continue to receive his helpful and accessible advice on the many issues which arise from a group scheme.

OMS Services Ltd
I have been a satisfied client of Sanjay Shah for over 14 years, and have much valued his unbiased specialist advice. Dr Ian A Galbraith

Mrs. Phyllis Brame
I have known Sanjay Shah for many years and on my retirement in 1996, he organised my pension, annuity and investments brilliantly - the most important aspect of this was his personal dealings with me - always explaining in simple understandable terms his proposals. He has continued to look after my interests, reviewing my portfolio as necessary. I have complete confidence in Sanjay's judgement in dealing with everything - his advice is always sound - he has given me good counsel and provided experts to deal with any any queries in special areas. I would always recommend Sanjay and his team to anyone needing advice whatever the size of the portfolio, they could be assured of sound, positive and friendly service.

Mr & Mrs Warwick
We were complete novices in 1991, when our association with Sanjay Shah began. Since then he has advised us on our investments and we have nothing but praise for his friendly, honest and thoroughly professional advice.

We, have, therefore, no hesitation in recommending Sanjay Shah's services to anyone interested in acquiring and maintaining a balanced portfolio.

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Website last changed: 10/09/2009