Nick's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 6 )
Pensions ( 37 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 21 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed pension advice.
How has Nick Brown helped you?
He has ensured that i am on track for retirement through regular reviews.
Have you seen the outcome you were hoping for?
Yes, very pleased.
What could they have done better?
Nothing!
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed Guidance
How has Nick Brown helped you?
Helped hugely with financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Was really excellent in every regard
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i needed to get my finances in order as it was something I have never looked into before.
How has Nick Brown helped you?
He provided me with a comprehensive plan which has given me clarity on how to achieve my goals.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Although my late husband was a Chartered Accountant he always sought advice on our personal income.
How has Nick Brown helped you?
He has been crucial to us in recommending how to deal with our pension and investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Instability and lack of any financial advise.
How has Nick Brown helped you?
Firstly he sorted out my pension problem which resulted in regular income. He also reassessed and reinvested my finances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The goal has been achieved