Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 3 )

Pensions ( 8 )

Equity Release ( 1 )

Investments and Savings ( 4 )

Inheritance Planning ( 1 )

Reviewers' assets

£500k+ ( 1 )

£100k - £200k ( 1 )

Up to £50k ( 3 )

Client reviews

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Looking for a retirement mortgage to purchase new property

How has Nadia Sutherland helped you?

She advised various options and best deals. Explained pros and cons.

Have you seen the outcome you were hoping for?

Yes, extremely useful and clear advice, and timely interventions to secure the deal.

What could they have done better?

Nothing. Always available to answer questions and to keep process moving. An outstanding service.

Nadia's reply

Thank you Marcus and congratulations on your new home!

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Nadia

Very good first discussion

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Nadia

Friendly, supportive and informative.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Nadia

Nadia had a really good understanding of what I needed to achieve and provided answers quickly and efficiently. I would have no hesitation in recommending her.

First impression from a user who is not yet a client

September, 2019

Overall

Please provide a brief comment about your experience with Nadia

I found Nadia friendly, professional, and knowledgeable, just what I needed. Without question I will call on her again when I next need financial guidance.

First impression from a user who is not yet a client

August, 2019

Overall

Please provide a brief comment about your experience with Nadia

I told Nadia of my circumstances and my concerns, and she gave me her, and the practices general opinions, which was exactly what I was hoping for. She did not negatively sell in any way, but did tell me about their offerings which was as it should be. Nadia was generous with her time, and did no "hard selling" I gained a positive opinion.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I changed company and wanted advice on my pension and future savings

How has Nadia Sutherland helped you?

Nadia was very thorough is helping me aggregate my disparate pensions and also guiding me on the risk I was prepared to take. At all times she was calm and analytical. In the end her advice helped save a pension (albeit thanks to the incompetence of my former company not at the level I had hoped) from a scheme that has now gone into the the government's protection scheme with considerable losses for existing holders.

Have you seen the outcome you were hoping for?

Yes. Nadia still manages my pension scheme and I have been able to transfer my old occupational scheme into it with tax benefits.

What could they have done better?

Not sure what else she could have done on this scheme. So far so good

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Nadia

I have had an initial meeting with her.

First impression from a user who is not yet a client

January, 2018

Overall

Please provide a brief comment about your experience with Nadia

A very good intro meeting and looking forward to further information before taking next step.

First impression from a user who is not yet a client

August, 2017

Overall

Please provide a brief comment about your experience with Nadia

Very personable and knowledgable. Very thorough, gave good ideas and clearly explained the services and charges on offer.

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Nadia

Very helpful, thank you.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Nadia

Thorough and informative

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Retirement Inheritance when my mother died.

How has Nadia Sutherland helped you?

Although I have never met Nadia, because she takes time and listens, I feel that she knows what my requirements and where I am coming from. However simple or obvious my questions, Nadia has never made me feel silly.

Have you seen the outcome you were hoping for?

So far, I am happy with the way things are going.

What could they have done better?

I am happy with the service I have received.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Nadia

We didn't get to the point when we talk about charges because we can't afford a morgage at the moment. Nadia was very nice and helped us assess our current morgage situation. Although we can't afford morgage at the moment she still happily answered our other questions. We really appreciated that.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Nadia

Nadia has been extremely helpful and professional. She was quick to follow up emails and phone calls, and gave a wide range of information and advice, even with no commitment from my side. Nadia's advice to date has been sensible and informed and I am confident that she will be able to give me the financial planning advisory that I need.

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Nadia

Clear,calm,thorough, efficient We understand what may happen in due course

First impression from a user who is not yet a client

June, 2016

Overall

Please provide a brief comment about your experience with Nadia

Useless. Could not help me. The report is basically what we discussed written down. I can imagine people paying £500 for a 20 minutes chat where the only recommendation can be "open a stocks and shares isa". Quite disappointing. However, lovely person.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Reaching middle age Abd wanting to review income for later life.

How has Nadia Sutherland helped you?

She had kept in communication and is well versed in the areas I require advice with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Probably another couple meetings pa

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Nadia

.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

To have expert advice on pension planning.

How has Nadia Sutherland helped you?

Nadia manages my pension and has advised my parents on their savings. She has a friendly, down-to-earth approach and explains the details in easy to understand terms.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I'm very happy with Nadia's service.

Review from verified client

September, 2015

Overall

Service

Value

Advice

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Moving house, extending family and needing better life protection cover.

How has Nadia Sutherland helped you?

Discussed what we wanted, the options available to us and why (for us) a fixed payout would be better than a declining payout (what we did have prior to talking with Nadia).

Have you seen the outcome you were hoping for?

We are now covered with life insurance and income protection. Reassurance for us both.

What could they have done better?

Nil. We found Nadia to be very approachable. Came to see us at a time convenient to us. Answered all our questions and looked at several different options for us as we kept changing our mind as to what we needed! Remained patient throughout this and explained in layman terms the different options. very professional. would use again.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I have taken early retirement and needed advice with regard to the pensions I am receiving and also with regard to investing money that I have inherited, to provide some additional income.

How has Nadia Sutherland helped you?

Nadia provided constructive and jargon free advice with regard to my financial situation, she also kept me 'grounded', I can be a 'bit of a risk taker'. The paperwork was also clearly understandable, not too daunting.

Have you seen the outcome you were hoping for?

Presently the early retirement is working well. My income from various sources is good, enabling me to lead a contented life.

What could they have done better?

I cannot think of anything that could be improved, the advice I received was clear, concise and tailored to my needs.

Nadia's reply

Thanks for the review Anne. Glad to hear you are pleased and we will continue to ensure your contented life continues at our annual reviews!

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Nadia Sutherland helped you?

Outstanding

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Nadia Sutherland helped you?

Nadia explained very clearly and concisely what my options were, helping me to make what I felt was an informed decision. Nadia is extremely personable and approachable. She is experienced and clearly competent and enthusiastic as an adviser which gave me great confidence in the advice she gave me.

What could they have done better?

Nadia advised me regarding pensions and I am perfectly satisfied that she did all that she could that was relevant to my own financial needs and requirements.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Nadia Sutherland helped you?

Nadia gave me advice on my retirement, including a review of my existing pension schemes and my current options. She listened carefully and explained things carefully. She answered all my questions so that I had a better understanding of things. I intend to continue my retirement planning with Nadia and will recommend her to my friends.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Nadia Sutherland helped you?

My adviser explained the whole process to me, as well as finding me the best deals for my mortgage. With regards to the pension, I did not know what I was looking for and Nad was able to explain it all to me as well as getting me to split my money into areas that are gaining good interest.

What could they have done better?

N/A

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Nadia

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Nadia

POLITE, THROUGH AND OPEN AS TO COURSES OF ACTION AVAILABLE TO ME. IMPRESSIVE.

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with Nadia

Just what you want when asking for advice, clarity, deep knowledge, good listening, easily delivered replies and very friendly and professional manner. 100% recommended.