Reviewed for
Pensions ( 4 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Client reviews
Review from verified client
August, 2015
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Recently divorced, I needed some advice regarding my current and future finances.
How has Nick Dean helped you?
Thanks to his in depth knowledge, professional expertise and patience, Nick was able to explain simply and clearly various pension funds available to me.
Have you seen the outcome you were hoping for?
I am confident that I have chosen the best pension and feel secure in knowing that Nick is keeping a watchful eye on its progress.
What could they have done better?
I can't think of anything Nick could have done better.
Review from verified client
August, 2015
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Following divorce, needed pension advice and help transferring pension.
How has Nick Dean helped you?
Talked me through options, advised on which pension might suit me best and arranged pension transfer.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I was completely satisfied with the service.
Review from verified client
August, 2015
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
Needed advice on draing down pensions.
How has Nick Dean helped you?
He gave me such advice, clearly. concisely and never tried to use jargon to confuse me.
Have you seen the outcome you were hoping for?
Everyzthing is fine- All monies came through more or less on time and I was kept informed at every stage of the process.
What could they have done better?
Nothing really
Review from verified client
March, 2015
Overall
Advice
Service
Value
Based in Dorset
How has Nick Dean helped you?
I found the whole process of pension advice from Nick an extremely pleasant and informative experience. Nick provides good and frank information and helps guide you through the decision making process issues in a professional and gentle manner. Above all Nick is extremely knowledgeable of the financial products on offer and I would strongly recommend his service to others.
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Oxfordshire
How has Nick Dean helped you?
Empathetic to my future financial requirements and provided considered advice on a range of products available to me. Accessible and convenient service provided, allowing good opportunities to discuss options during face-to-face time.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Hampshire
How has Nick Dean helped you?
Nick was friendly, approachable and explained pensions in a manner I could understand. Anything I didn't understand or queried he went back over and nothing seemed to be too much trouble. He responded to emails quickly and efficiently.