Nick Berry

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Nick

Prompt reply.

First impression from a user who is not yet a client

April, 2022

This review was gathered whilst the adviser was at a different firm.

Please provide a brief comment about your experience with Nick

Has not got back in touch with me

Review from verified client

February, 2022

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

To decide whether to transfer out of my works pension.

How has Nick Berry helped you?

Nick has helped by advising me of the benefits of both staying in my works pension or transferring out of it.

Have you seen the outcome you were hoping for?

My pension is still in the process of being transfered but yes this is the outcome I wanted.

What could they have done better?

N/A

First impression from a user who is not yet a client

June, 2021

Please provide a brief comment about your experience with Nick

Have arranged to talk on the 7th June

Review from verified client

December, 2020

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

I was potentially looking to retire so needed to understand where I stood financially and what was the best options for my various pensions

How has Nick Berry helped you?

Took me through my current portfolio, explained my options, helped me assess any risks.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

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

A need to have my investments working harder and to consolidate multiple investments

How has Nick Berry helped you?

Provided appropriate advice and options to make a well balanced decision for the future

Have you seen the outcome you were hoping for?

It’s early days yet and with the recent pandemic only the future will tell. Things are heading in the right direction now we look like we are seeing light at the end of the tunnel

What could they have done better?

All advice and support was given with due professionalism and I have had no suggestions on what could be improved

Review from verified client

November, 2020

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

My mother died and I received inheritance. She had used Nick for a number of years and held him in high regard.

How has Nick Berry helped you?

Investments/inheritance

Have you seen the outcome you were hoping for?

Not at the moment due to pandemic and my investment still has another 4 years left at least

Review from verified client

November, 2020

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

I wanted advice on how to manage finances now with thinking about future retirement plans.

How has Nick Berry helped you?

Nick provided information and advice that helped me to decide how to manage my savings for the risk level I was comfortable with. He has also provided me with information and advice in relation to my pension.

Have you seen the outcome you were hoping for?

Ideally you'd always wish for the stock markets and investments to provide a very good return but I do realise the volatility of the current market and conditions and know that investments are over a long term time period.

What could they have done better?

Struggling on this one as Nick is always there to help and advise when I contact him.

Review from verified client

November, 2020

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

Retirement planning

How has Nick Berry helped you?

gave advice on how to do what we wanted and held us to look at what options there are

Have you seen the outcome you were hoping for?

yes

What could they have done better?

he gave us a good service and helped us get to be were we are

Review from verified client

November, 2020

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

Having several pensions with different amounts being frozen I needed some advice on what to do leave them as they were or pool them together into one amount .also required guidance on investing funds .

How has Nick Berry helped you?

Nick was very straight forward with his advice and the best way forward for me .He sorted my pensions in to one investment . And advised me on investing funds into an isa .

Have you seen the outcome you were hoping for?

The changes I have made are a long term investment I look forward to see my investments grow . Having all my pensions together in one has been a great help .

What could they have done better?

The dealings I have had with nick and the advice given have been invaluable . Nick couldn't have done anything better .

Review from verified client

November, 2020

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

Personal pension

How has Nick Berry helped you?

Nick gave us unbiased advice on Personal pensions for us to make informed decision regarding my pension.

Have you seen the outcome you were hoping for?

We are more than satisfied with the outcome regarding our personal pension.

What could they have done better?

We honestly couldn’t of asked for a more knowledgeable and patient advisor who explained everything in great detail. Nick is also quick to respond to any questions or queries we may have.

Review from verified client

November, 2020

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

After receiving an inheritance, my wife and I wanted advice on how best to invest it.

How has Nick Berry helped you?

Nick is the third adviser we have had. He has invested our funds in accordance with our wishes regarding risk and return, and meets with us on a regular basis to review progress.

Have you seen the outcome you were hoping for?

Yes - our fund has continued to grow steadily.

What could they have done better?

I cannot think of anything.

Review from verified client

November, 2020

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

During my divorce needed advice to invest pension share from ex husband.

How has Nick Berry helped you?

Helped to find the best pension to suit my needs initially, then helped to transfer pension from previous employer to pension pot few years later.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

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

I was going to be made redundant and Nick was the adviser I talked to who was brought in by my employer.

How has Nick Berry helped you?

He made me realise that I did have enough provision for taking the redundancy payments as an enhanced pension - his insight was very helpful.

Have you seen the outcome you were hoping for?

Kind of, it's a bit difficult to tell at the moment, the first half of 2020 was a bit strange but it's not looking too bad at the moment. I just wanted to make sure that what I had was looked after until I need/needed it and that there was someone to discuss it with.

What could they have done better?

Well, there's a lot of jargon! Comes with the territory understandably, but perhaps the information could be a little bit more "user friendly". But on the whole if there was something I didn't understand I asked him to explain in more detail.

Review from verified client

November, 2020

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

I wanted to invest long term.

How has Nick Berry helped you?

He gave advice on what I could invest in,the benefits,the risks. How the company works and how it operates your investment.

Have you seen the outcome you were hoping for?

Yes it’s looks like it’s going in the direction

What could they have done better?

Nothing comes to mind

Review from verified client

November, 2020

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

Always had Nick for a long time always trusted and reliable

How has Nick Berry helped you?

Advised me on investments an money matters no one better

Have you seen the outcome you were hoping for?

Yes time and time again honest outcomes of investments made no hidden promises

What could they have done better?

Nothing he could do better always there to give constructive advice have always trusted him for many years

Review from verified client

November, 2020

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

I was looking to retire and wanted to invest my pension funds to bring me an income to suit my circumstances. At the same time I was also looking to invest some savings in a tax efficient way. I needed someone I could trust and have the knowledge to provide me with all of the options available to me.

How has Nick Berry helped you?

Nick gave me a full and comprehensive financial review at the beginning. He listened to all of my requirements and concerns. He gave me the options and advice I required to make me confident in the choice of investments for my circumstances. He has given me full support all along, carrying out regular reviews and is always available if I need advice.

Have you seen the outcome you were hoping for?

Yes. I am confident in my investments, even through the recent difficult times.

What could they have done better?

For me, Nick couldn’t have done anything better. He is very patient, thorough, supportive and explains things in a straightforward way.

Review from verified client

November, 2020

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

After leaving my job I wanted to become self-employed and take control of my pension from the company pension scheme.

How has Nick Berry helped you?

Nick looked in detail to the terms of the company pension scheme and how the money was being invested . He was able to set up a new fund with my pension and savings which would provide improved financial benefits.

Have you seen the outcome you were hoping for?

Yes. It is still early days but I am seeing the benefits of the new fund.

What could they have done better?

Nothing to report . I want to add that I have not read any reviews on VouchedFor. Nick has been my Financial Advisor for many years now.

Review from verified client

November, 2020

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

I needed sound rational advice in order to maximise my investment

How has Nick Berry helped you?

He provides ongoing up to date advice as and when my circumstances change

Have you seen the outcome you were hoping for?

Yes and more than I hoped for

What could they have done better?

Nothing I know of

Review from verified client

November, 2020

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

I needed to ensure that my financial circumstances were secure as I was planning to retire.

How has Nick Berry helped you?

Nick arranged for my various pension pots to be amalgamated into one pot that could be used in a draw down format.

Have you seen the outcome you were hoping for?

The plan was doing great until Covid-19 occurred. But it appears to be out performing the stock-market and is current only just behind it high before the downturn occurred.

What could they have done better?

As with all downturns although I was prepared and resilient to the drop in value, reassurance in the form of phone calls are always reassuring and calming in turbulent times.

Review from verified client

November, 2020

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

Planning for the future

How has Nick Berry helped you?

Nick talked us through our options and helped us with our finances so we have a safe and stable fund for our old age.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nick could not have done more, he was brilliant with his advise

Review from verified client

November, 2020

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

Pension advice

How has Nick Berry helped you?

To fully explain the process of moving a DB pension to a SIPP. And to support me at every stage of the assessment within the process.

Have you seen the outcome you were hoping for?

Yes, the outcome desired has been achieved.

What could they have done better?

To be honest nothing really. Nick's level of service was first class.

Review from verified client

August, 2020

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

Civil Service Pension

How has Nick Berry helped you?

He talked through my options regarding my civil service pension and the potential options for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't have any criticisms really; Nick was informative but concise with it which was exactly what I was looking for!

Review from verified client

November, 2018

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

I wanted to arrange some life cover. I also had a pension that I wanted reviewed.

How has Nick Berry helped you?

He arranged several quotes to help us decided which provider to go for. He analysed my pension and ran performed and cost comparisons.

Have you seen the outcome you were hoping for?

Absolutely. We had life cover on risk within a day. He has also taken control of my pension and gives me regular reviews.

What could they have done better?

Hard to say. He’s exceeded our expeditions already.

Review from verified client

November, 2018

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

I was looking for someone with integrity and knowledge to guide me through my transition into retirement and take care of my finances and future .

How has Nick Berry helped you?

Nick has played an integral role in building my personal financial well being , he is always available to answer questions and research to make sure that my investments are on track with my needs . Nick always offer sound financial advice based on my investment objectives as well as my personal needs , he keep in regular contact with me and provide me with ongoing financial advice as my needs and markets change .

Have you seen the outcome you were hoping for?

Nick is a knowledgable and professional financial advisor , he listen to my requirements , long term goals and provide me with comprehensive plan of action . Throughout the years we meet regularly , discuss and update my financial plan and advice me with regard to purchasing new funds , giving me the personal service that I require . I do feel secure in my retirement as a result of having Nick as my personal advisor , I do highly recommend his services .

What could they have done better?

Personally, Nick has met my expectations as what a financial advisor should be , patient ,proactive , trustworthy , caring about one’ s future .

Review from verified client

November, 2018

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

Information on personel pension.

How has Nick Berry helped you?

Nick understood my needs and goals I wanted to achieve in the future, he advised me in a calm professional manner enabling me to understand the facts put to me.The most important thing he did was to be patient and go through details many times .

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

After much thought I dont think he could of improved ,his time taking reassuring unpresured approach does him credit.

Review from verified client

October, 2018

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

I retired and needed expert advice as to how to plan for my future and to invest money I had carefully saved.

How has Nick Berry helped you?

Over the years Nick has explained everything very carefully to me. He asks questions to get to know exactly what I want and where I want to save my money, he fully understands my needs and my goals. He always explains the risk factors. He is always patient and has treated me as an individual.

Have you seen the outcome you were hoping for?

I know my savings are in safe hands. I am happy with all recommendations and feel that all the products suit my needs perfectly.

What could they have done better?

Right from the start I felt Nick was thorough. He explains everything simply and answers all my questions so that I am fully informed before making decisions. I have a regular review. Information is sent to me on a regular basis and he is happy to receive and answer texts or phone calls if I need clarification or reassurance. I could not ask for better service.

Review from verified client

October, 2018

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

Lack of confidence in my existing Pension arrangement.

How has Nick Berry helped you?

Nick thoroughly scrutinized my existing Pension Scheme and clarified exactly what this would mean for my future benefits. He also comprehensively explained alternative options available to me which proved invaluable in helping me decide how to proceed pension wise. I was extremely impressed with his professionalism and unbiased advice which he delivered in such a way as to give me confidence that I had understood all the alternatives (a refreshing change not to be bamboozled with jargon).

Have you seen the outcome you were hoping for?

Most definitely, Nick was able to answer all my questions and placate my concerns regarding my Pension Scheme. He also demonstrated an extensive knowledge regarding other financial matters.

What could they have done better?

Unfortunately I am unable to suggest any improvements with regard to Nick's service delivery. I could not commend him highly enough for the prompt, patient, professional and excellent manner in which he dealt with my case and would not hesitate to recommend him to anyone requiring financial advice.

Review from verified client

October, 2018

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

Planning for retirement. And savings asvice.

How has Nick Berry helped you?

Originally with co op, we followed him to his next position. We trust him.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not aware of anything.

Review from verified client

October, 2018

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

Approx. 10 year ago, my wife, myself, mother-in-law & brother-in-law, decided that we should look into financial advice. My mother-in-law knew Nick from his previous employment & had always found Nick to be a very pleasant person, who always met her in her own home & explained everything in a basic, but understandable fashion.

How has Nick Berry helped you?

We arranged for Nick to initially visit my mother-in-law, in her home, with my wife, brother-in-law & I, in attendance. We then arranged further visits with Nick at our home, to discuss in more detail our own circumstances.

Have you seen the outcome you were hoping for?

Very much so. Nick explained the different products he had at his disposal & the relevant risk factors involved in investing. We then applied the attitude to risk paperwork, provided to ascertain, to each an agreeable portfolio of investment funds.

What could they have done better?

Honestly, we can't at this moment, find anything that Nick could have done better. It's very difficult to find someone who you can disclose very sensitive, personal details with, but Nick has always shown the utmost integrity.

Review from verified client

October, 2018

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

Our savings was in a low interest account, also I was about to retire and wanted advice on investing our pensions and savings.

How has Nick Berry helped you?

He listened to our needs and how much risk we were prepared to take with investments, I have to say he was extremely informative, professional and explained everything in detail and in a language both myself and wife could understand, we never at any time felt rushed he is a very patient man. He came back to us with a plan we were happy with.

Have you seen the outcome you were hoping for?

Yes without a doubt we wished we had met Nick years ago, we have recommended him to friends.

What could they have done better?

To be honest we were extremely happy.

Review from verified client

October, 2018

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

Old adviser retired.

How has Nick Berry helped you?

Pointed me towards a good area that suited my needs.

Have you seen the outcome you were hoping for?

Yes the outcome has currently exceeded my expectations.

What could they have done better?

Nothing at the moment, all is good

Review from verified client

October, 2018

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

General pension advise.

How has Nick Berry helped you?

Offered the best deal to suit our needs.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2018

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

As well as having company pension , we had a private pension and required advice on the best way forward for investment.

How has Nick Berry helped you?

He gave clear, concise information which enabled us to follow a plan of action geared toward our specific needs.

Have you seen the outcome you were hoping for?

Everything is proceeding as planned and I have been in touch recently regarding further investment.

What could they have done better?

First class, professional service, with nice coffee and biscuits, always a help.

Review from verified client

October, 2018

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

Previous advisor was jailed for fraud.

How has Nick Berry helped you?

He is honest he has great integrity and has given me very good advice.

Have you seen the outcome you were hoping for?

Yes.