Tell us what you're thinking or what you need help with and we'll come back to you either to arrange a call to discuss your plans, or to point you in the right direction. The Investment Planning Report I received was surprisingly detailed. It took account of all aspects of my life and finances. The recommendations were simple and understandable and it feels great to get it all sorted.
The money we have invested is very important to us, our life savings! You've always recognised this and provided sensible advice to protect and grow our investments, giving us the income we need to enjoy our life. Thank you to you and your team for great service and counsel over the past 8 years. I worked in financial services for many years myself so I knew we wanted an adviser that we could trust.
The money we have invested is very important to us, our life savings! You've always recognised this and provided sensible advice to protect and grow our investments, giving us the income we need to enjoy our life. Thank you to you and your team for great service and counsel over the past 8 years. I worked in financial services for many years myself so I knew we wanted an adviser that we could trust.
Services
We'll spend time getting to know you and your requirements, before creating a plan that we then agree and action. Modern wealth management should let you get on with your life, safe in the knowledge that someone you trust is looking after your best interests and managing your money as you would want.
We use simple, low cost, academically-backed investment techniques to deliver your returns. Our Wealth Management Service helps to put your mind at ease knowing that you have a trusted and professional wealth manager looking after your investments for you. We genuinely listen to you to understand what you really want your money to do for you.
Reviews (10)
Roger Parker
Nov 09, 2020
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Roy Jennings
Oct 25, 2020
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Carrie Supple
Sep 09, 2019
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The Future Toolbox
Nov 15, 2018
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Elyse Bateson
Oct 18, 2018
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Myself and my husband have been pleased with the service that Jas and his team have given us over the past couple of years - Trustworthy financial advice at an affordable price. We always feel that Investor Profile manages our pensions with our best interest in mind - definitely would recommend this company.
Anthony Brindley
Oct 02, 2018
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Suzanne Tyler
Sep 27, 2018
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Tom Lomax
Jul 18, 2018
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I've personally known Jaskarn Pawar the founder of Investor Profile for 20 years and have in in the last 8 years started investing in a portfolio with IP, and seeking professional advice from Jas and the team. I always receive first class service and advice and I wouldn't hesitate in recommending the team at IP to friends and family.
Roy Glover
Oct 11, 2012
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I recommend Jaskarn Pawar and the Investor Profile Investment Surgery Service as being an independent adviser with reasonable and transparent fees.
Independent because Jaskarn's company is listed and I assume vetted and approved by Vanguard Investments. Vanguard do not pay referral commissions.
To Jaskarn and Vanguard, investors come first.
It was gratifying to see my views confirmed in the respected financial magazine 'What Investment'. January 16 2012, It read:-
A study by consumer group Which? has found huge variations in Independent Financial Adviser fees across the UK.
This prompted
Independent because Jaskarn's company is listed and I assume vetted and approved by Vanguard Investments. Vanguard do not pay referral commissions.
To Jaskarn and Vanguard, investors come first.
It was gratifying to see my views confirmed in the respected financial magazine 'What Investment'. January 16 2012, It read:-
A study by consumer group Which? has found huge variations in Independent Financial Adviser fees across the UK.
This prompted
Damien O'Dwyer
Jun 26, 2012
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