Aadil Abbas Lakdawalla

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.

I have now engaged Aadil as my financial adviser for the past 6 months and the experience has been life-changing on many levels. I had some experience of another financial advisor in the family for over 20 years and the contrast is striking. Apart from his experience and knowledge of the industry, Aadil has a rare combination of qualities which sets him apart. His skill and integrity in guiding me around small and large financial decisions, his ability to keep me on track, reminding me of the larger picture has helped me feel more confident about the future. He is generous with his time, has been very available to answer my questions or concerns even outside formal appointments whenever I have needed, always explains things thoroughly and makes sure that I understand. His communication around money is respectful, humane, kind and wise. His advice is balanced, sensible and measured, and at the same time his passion for being of true service comes across. On deeper levels, his understanding of the complexities around emotional, relationship issues and family conditioning around money really comes through, and his ability to deal sensitively with money anxieties have been quite transformative. For example, feeling more confident about the future has led me to save more money than I have ever managed in recent years. He is someone who inspires trust as having both skills and integrity. I have already recommended Aadil to people I care about and cannot speak highly enough about him!