Nick's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 4 )
Pensions ( 92 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 72 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 67 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 99 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 52 )
£200k - £500k ( 29 )
£100k - £200k ( 9 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
Review
by a verified client in Worcestershire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To set up a personal pension.
How has Nick Twist helped you?
Has overviewed my pension pot and provided excellent service to make sure it meets my requirements.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Planning advise approaching and in retirement
How has Nick Twist helped you?
In a number of ways, Trust and security were paramount
Have you seen the outcome you were hoping for?
yes, pretty much
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To clarify ways forward with investments and pensions
How has Nick Twist helped you?
Annual review and available for advice between if needed. Listens well, respects and understands personal circumstances and uses the information to inform his advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure we were making best use of our pension incomes .
How has Nick Twist helped you?
Optimising and beneficial use of pension and savings.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Cannot identify any areas for improvement.
Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have had a FA for many, many years
How has Nick Twist helped you?
Financial planning, investment options and utilising tax benefits.
Have you seen the outcome you were hoping for?
Could always hope for more but hope is not a strategy.
What could they have done better?
Nothing with regards to their personal performance.