Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 2 )

Pensions ( 8 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 9 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Client reviews

Review from verified client

February, 2016

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Value

Service

Based in Hampshire

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

Setting up work place pension.

How has Nick Kidby helped you?

He reviewed our company needs and advice options to us.

Have you seen the outcome you were hoping for?

We took advice given and are happy with service given.

Review from verified client

August, 2014

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Advice

Service

Value

Based in Buckinghamshire

How has Nick Kidby helped you?

Seeks out and finds best options for your needs. He is understanding and very easy to get along with.

What could they have done better?

I am not always sure he is fully upto date with our investments and relies on the chosen Financial Management company to perform but does report yearly explaining the portfolio using the information provided.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Nick Kidby helped you?

Nick will listen to you and then advise you. He has always given me good advise. He has been to my house and sometimes I go to his office. He has looked at what money I have and then we sit and talk it through. He has provided through reports on my finances and what to do with them. He sorted my Mortgage, Pensions and savings. I have known nick for over 25 years. Nick is very professional and I regard him as a friend. All there charges and advice are all set out in a report which is reviewed as necessary. I am now retired and thanks to nick have no money problems. I hope.

What could they have done better?

cant think of anything.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Nick Kidby helped you?

Nick Kidby has been my advisor for a little over 2years. He has, I believe, given me sound advice and been most helpful.

Review from verified client

August, 2014

Overall

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Service

Value

Based in Buckinghamshire

How has Nick Kidby helped you?

Nick is very approachable and gives good advice on all types of investment, a minefield for most of us,I have found his investment advice invaluable and have recommended several friends.

Review from verified client

August, 2014

Overall

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Value

Based in Buckinghamshire

How has Nick Kidby helped you?

Demonstrates integrity in dealings and is transparent in his costs. Has a broad knowlege of market options to address my needs. Responds to emails and phone calls promptly. Has provided continuity and a single point of contact in over a decade of dealings.

Review from verified client

August, 2014

Overall

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Service

Value

Based in Buckinghamshire

How has Nick Kidby helped you?

Nick was very thorough and efficient, in every aspect. From our first meeting, he listened well and tailored his information to suit my needs. Reveiwing every aspect of my financial portfolio and delivering honest/value for money and clear advice.. Excellent service and someone you can trust!

Review from verified client

August, 2014

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Based in Buckinghamshire

How has Nick Kidby helped you?

Nick has been advising me now for over ten years and in that time I never once felt that his advice was wrong or without the backup of strong expertise. He is a very personable individual who makes an effort to know his clients. His knowledge of the industry is impressive as is his attention to detail and thoroughness.

Review from verified client

August, 2014

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Value

Based in Oxfordshire

How has Nick Kidby helped you?

We are a married couple and our business relationship with Nick has been conducted over the last 15 years. We have always found him to be a good listener, able to understand and react to a situation in a sympathetic and professional manner. He keeps careful and extensive records, which he uses to good effect, is prompt with his responses and you feel as if you are kept up-to-date with your situation.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Nick Kidby helped you?

Good at keeping you up to date with current legislation and trends