Nathan's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 38 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 36 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an SIPP that I wanted to convert to a regular income whilst at an age to enjoy some leisure activities. Plus an offshore investment that I needed to understand and review.
How has Nathan Lennox helped you?
He has analysed my current position and showed me the forward options in a fairly understandable manner.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was overseas and needed a retirement plan.
How has Nathan Lennox helped you?
Very helpful timely retiremement advice.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing comes to mind
Review
by a verified client in Kent
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
To deal with my investments
How has Nathan Lennox helped you?
By dealing with my investments
Have you seen the outcome you were hoping for?
Moderately
What could they have done better?
I could have been more daring
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring pensions
How has Nathan Lennox helped you?
Nathan Lennox has been very professional in explaining all situations and the pros and cons.
Have you seen the outcome you were hoping for?
Yes, very much so.
What could they have done better?
I'm not sure Nathan could have done anything better. He is very thorough and makes surebi understand everything.
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pension and wanted advice
How has Nathan Lennox helped you?
Clear communication, helpful reports and general advice
Have you seen the outcome you were hoping for?
I am pleased with the outcomes thus far
What could they have done better?
Nothing