Aadil Abbas Lakdawalla

Aadil makes a genuine effort to understand my needs so he can provide customised advice based on my circumstances.

Aadil has been working with me and my partner for the last 9months on our financial plan both now and into retirement. At all times, I have found Aadil's approach to be open, considered and professional. He is an exceptional listener, has adapted our plan to meet our long term financial goals, and is always receptive to feedback. Additionally, Aadil has the confidence to push our boundaries, in a respectful way, and enable us to see options for wealth building that I had not ever thought of. He is innovative but conservative, professional and always personable, and I have enjoyed our working relationship to date. I look forward to working in partnership with Aadil for years to come and would not hesitate to recommend him.

Aadil does a great job at tailoring the strategy to my personal needs and is able to pivot quickly when circumstances change. He is calculated in his approach and keeps my profile in mind when coming up a strategy. He is able to communicate the strategy well and allows flexibility for me to live my life comfortably now and also plan for the future.

I have been working with Aadil directly now for a couple of years as I have navigated both financial and personal change. I have truly valued to human approach Aadil takes to partnering with me, he understands both the financial and emotional elements to decision making and has always acted as a "member of my team". i would recommend him to anyone.