Nick Dando

First impression from a user who is not yet a client

April, 2016

Please provide a brief comment about your experience with Nick

I have only spoken to Nick on the telephone and he seemed to understand my needs. I have ameeting planned wth him for the end of the week.

Review from verified client

February, 2016

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

Initially for advice on pensions following semi-retirement in October 2015 with a view to moving to full retirement later in 2016.

How has Nick Dando helped you?

Nick provide an initial meeting for free which was most useful in helping me decide that Haven IFA would best suit my personal requirements following enquiries to other IFAs in the area. Nick was very helpful in guiding me through the best approach to take with my various pensions and linking this to improving my investments on the side of my savings. I have this month agreed on an investment path to take, appointing Haven as my IFAs to set this up and monitor the future of it.

Have you seen the outcome you were hoping for?

As I have only just agreed on the investment recommendations I have not seen any outcome yet but the advise received is planned in conjunction with my pensions to hopefully provide sufficient income for my future full retirement. The outcome of finding a IFA that suits my needs and has provided through Nick clear and straightforward advice especially in helping my understanding of my various pensions has definitely been achieved.

What could they have done better?

At this early stage I cannot think of anything that Nick could have done better. Especially the time provided in the initial meetings before appointment were invaluable in making my decisions.

Review from verified client

December, 2015

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

I had a number of Company Pension Schemes and wanted advice as to the merits of leaving as is or potentially consolidating into one new Pension Fund.

How has Nick Dando helped you?

Nick arranged to meet with both myself and my wife and asked a series of questions that allowed him to better understand both our needs and our attitude to risk going forward. Nick arranged to obtain transfer values on the various funds and then explained the merits of leaving the money alone or moving it to a new consolidated position. Nick also explained the impact of changes in Pension Legislation as announced by the Government and as such how this could impact on our plans.

Have you seen the outcome you were hoping for?

Having conducted this review we made educated decisions on what to do with the various Pension Pots. This decision was influenced by the balanced advice provided by Nick, who conducted himself in an attentive professional manner.

What could they have done better?

Nothing.

Review from verified client

January, 2015

How has Nick Dando helped you?

When I met Nick he took time to question my views of life, goals and attitude to risk. At each subsequent meeting, he factors in the time to check that these are still the same, which has ensured the base for our discussions are specific to my needs. The basis for any advice is carefully explained so that it is transparent and I am informed of various strategies I can chose. He patiently draws my attention to specific points about processes and investments so that I can make informed decisions which reduce worry and ensures I am confident that I am making correct choices. Any recommendations have been supported with robust written plans and images; using language which is appropriate to my understanding of the financial markets. I am informed, in writing, of the charge for his services, so that I can compare this with other providers in the market place. This has enabled me to check and ensure that I have best value for money.

What could they have done better?

I have thought about this point and would like to be able to make a constructive comment. However, due to the professionalism of his service I cannot see a gap for improvement.

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Nick

Helpful friendly and clear

Review from verified client

January, 2015

How has Nick Dando helped you?

He explains everything clearly and simply. He shows you options and understands you and your expectations for the future.

What could they have done better?

I think he's doing an excellent job.

Review from verified client

January, 2015

How has Nick Dando helped you?

I can't really fault Nick to be honest. He always gets back to me when I call & agees times days to suit even offering his time on a Saturday. He's always professional with a good sense of humour. He simplifies financial the jargon by explaining things in simple terms.

What could they have done better?

Nothing. I'm happy with the service I recieve & wouldn't be tempted to go elsewhere.

Review from verified client

January, 2015

How has Nick Dando helped you?

Nick is an extremely knowledgeable financial advisor and has ensured that the pension and life cover products that we have are the right ones for our circumstances. Having worked with Nick for a number of years, we would not hesitate in recommending him to others. His support team at Haven is also very efficient

Review from verified client

January, 2015

How has Nick Dando helped you?

Nick is a very approachable individual who listens to the clients needs. He has, over the years, made numerous suggestions and investments on our behalf. More importantly though the continuous assessment and " fine tuning " has been invaluable.

Review from verified client

January, 2015

How has Nick Dando helped you?

Nick is very professional in his approach and cares for his clients. He is dependable and responsive. His services to our organisation and to me personally has always been of highest standards.

Review from verified client

January, 2015

How has Nick Dando helped you?

Nick is always very clear in his explanation and reasoning behind any suggestions that he may be putting forward. The results achieved by working with Nick have been outstanding and I would have no hesitation in recommending him to friends and family.

What could they have done better?

I am struggling to put forward any suggestions here as I am very happy with everything from Nick and the staff at haven.

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick is always very helpful well prepared and communicates clearly the options that he is proposing whilst ensuring that I am fully up to speed with the risks etc. I have recommended Nick to a number of people and will continue to do so.

What could they have done better?

Nothing

Review from verified client

December, 2014

How has Nick Dando helped you?

Since using Nick Dando we have had complete peace of mind with regards to our financial affairs. His advice to date has been, in our opinion, first class. He has always been available to answer any queries or questions we have submitted regarding our finances.

Review from verified client

December, 2014

How has Nick Dando helped you?

Pension advice

Review from verified client

December, 2014

How has Nick Dando helped you?

There is a general air of friendliness and helpfulness with the firm, with a very positive "vibe" to the office. I have known Nick, my financial adviser, for some years and he has seem me through some difficult and emotional times with empathy, sensitivity and support. He even attended my mothers funeral, which really touched me, and later, when sorting out her affairs, my solicitor commented that I had received "excellent financial advice" from him. I would say that the financial advice I have been given has been holistic - in other words, taking into account my changing wants and needs, my lifestyle and my attitudes. At all times I have been treated with respect, listened to and given time to think without any pressure. what is more, I have been given peace of mind over my financial situation and feeling of security. I have had no hesitation in recommending my adviser to friends and at lease one is also now a satisfied client.

What could they have done better?

I honestly, truthfully cant think of anything.

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick is always available for advice, keeps up to date on a regular basis and advises us on change of investments which are likely to perform better.

What could they have done better?

We are happy with the advice we get from Nick as long as the investments perform well.

Review from verified client

December, 2014

How has Nick Dando helped you?

Always responds promptly even though I live in Canada and offers suggestions on how to negotiate the differences between the financial institutions here in Canada and the UK.

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick has been my financial adviser for over 10 years during which time he has guided me successfully through what to me is the mysterious world of pensions.My last employer ceased to trade which signalled the end of my final salary pension scheme.Nick, in his friendly and efficient manner, was able to explain the various options available to me, with a very acceptable end result. His ongoing advice has been instrumental in growing the underlying pension fund notwithstanding the vagaries of the stockmarket and my own low to medium attitude to risk. Any queries raised are always responded to promptly and efficiently.

Review from verified client

December, 2014

How has Nick Dando helped you?

The relationship built over many years with Mr Dando has become one of friendship. We feel secure in trusting him and in turn Haven with our financial future.

What could they have done better?

We have been very satisfied with his judgement when dealing with our financial matters.

Review from verified client

December, 2014

How has Nick Dando helped you?

He takes the time to understand your needs then acts upon what he believes are your ultimate goals

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick Explained everything to me in simple understandable terms & was very thorough

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick does an excellent job of listening to my personal needs and plans, and then tailoring a package of financial products to suit my specific requirements. He offers completely impartial advice and has a detailed knowledge of a wide range of products from different vendors, as well as unparalleled knowledge of the wider financial industry. I feel that Nick has made the exact right mix of products to suit my appetite for risk, and to meet my short and long term life aspirations. In addition, Nick ensures that we meet regularly to review and tailor my portfolio and to check that my needs have not changed - he firmly believes in building a long term, rewarding relationship with his clients. I have not hesitancy in recommending Nick.

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick has provided me with friendly and independent financial advice and helped me invest my inheritance wisely and plan for a secure financial future. He is an extremely good listener and carefully evaluates what products best suit me as an individual taking into account any risk factors involved. He is local to my area and very flexible if we need to review my financial needs. As a family man he shares a lot of my values and I have peace of mind that he has my best interests at heart.

What could they have done better?

At present I have no suggestions but hope his advice will be available as circumstances change - both personally (eg retirement planning) and in the fast changing financial markets.

Review from verified client

December, 2014

How has Nick Dando helped you?

Nick always takes the time to explore my needs and what I am looking for with regard to investments. His advice over the years has been excellent. He is totally professional and knowledgeable in his field. I have total confidence in him as my financial adviser.

Review from verified client

December, 2014

How has Nick Dando helped you?

He takes the time to establish your circumstances and requirements before looking for appropriate options for you to consider. He can explain his thinking behind his proposals and can do this in plain english - not trade jargon! He is more than happy to hold regular reviews and is prepared to change strategies as circumstances change.