Our clients
Get to know the stories behind those we’ve helped
Nick is a very approachable, very knowledgeable, likeable and above all a very professional person in his field. He has managed our pensions and helped them develop and grow . He put our minds at ease during Covid when pension investments were on a bit of a decline. He has set out expectations on when we come to retire and continues to have input in their progress.
A verified client Merseyside
Nick has been amazing right from our first meeting. He is down to earth and very in-tune with what he does. I found him very approachable and felt I could ask questions at any point. He has taken time to listen to both myself and my family, he has been open to suggestions as well as sharing advice of his own. He has ensured that the product is right for us and his eye for detail is phenomenal, coming backwards and forwards with better products and ideas throughout this process. Although there was a lot of paperwork to read and understand, I have felt supported at every point of this journey so far.
A verified client Hampshire
Nick has been amazing from our very first meeting, he’s personal approach and his attention to detail really made the whole situation effortless. Nick took time to understand the business, my family and our requirements and presented a tailor made package to suit all of our requirements. In a short period of time Nick has given myself and my family peace of mind regarding our financial future and protection.
A verified client Hampshire
Nick talked through our options, he made suggestions and indicated the outcomes for each course of action. Nick took time to see us as real people, time to get to know us so he could fully understand our needs, bringing the personal touch to financial advice.
A verified client Wiltshire
Nick offered excellent advice and then went on to set up all services we required. He was patient with our questions and then very prompt with his actions- would highly recommend him as a hugely professional financial advisor.
Nick was recommended to me after I received a less than impressive service from my previous financial advisor. From our first meeting it was evident to me that Nick understood my requirements in terms of financial planning and security. He listened to my concerns and circumstances which he was very quick to comprehend and was able to reassure me. I have no hesitation in recommending Nick particularly to anyone who is nervous of their financial affairs.
I had been putting off sorting out my future retirement plans as I had a few different old pensions from previous work places and was dreading the work involved but knew it had to be done so contacted Nick. Nick visited and took all the details he needed and dealt with all the companies to combine my pensions into one pot keeping me informed all the way through the process to provide me with my detailed retirement forecast. It was a pleasure dealing with Nick nothing was too much trouble.
With retirement approaching, my wife and I decided that it would be a good time for a full review of our financial situation to help ensure an enjoyable and worry-free retirement . Nick took the time to really get to know us, and made us think about what we actually wanted our money to do for us. He put together a detailed life plan, as he called it, which demonstrated how our income, savings, investments etc would meet the cost of our desired lifestyle in retirement. Using a cash flow forecasting tool modelled on our income, savings, investments and expenditure he was able to demonstrate different ‘what if’ scenarios to see the effect these would have on our financial position.
It transpired that Nick found that we had an inheritance tax liability and using the ‘what if’ was able to show that we could mitigate this without it impacting our retirement plans. He also noticed that our Wills were linked to some trusts that were set up in 2006 and had become outdated and no longer effective in achieving what they were originally designed for. Thanks to Nick, all of this has now been resolved.
Nick did a thorough job and it was clear from the outset that my wife and I were front and centre at all times and he wasn’t just trying to sell us something. I am confident to recommend Nick for any financial advice and have indeed done so already to a close family member.
Cannot praise Nick enough, for advice surrounding my financial queries and needs. He was professional, transparent and helped to explain all topics, in an easy-to-understand manner (being someone who is naturally wary of numbers!) He was happy to be flexible around my schedule and helped me to achieve a positive outcome, despite setbacks. Would 100% recommend. Thank you Nick!
I needed help finding the right life insurance and critical illness cover and Nick was so helpful and professional. He explained everything patiently and thoroughly. He is a friendly person who genuinely wants the very best for his customers. Highly recommend!
Nick talked through our options, he made suggestions and indicated the outcomes for each course of action. Nick took time to see us as real people, time to get to know us so he could fully understand our needs, bringing the personal touch to financial advice.
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