Nick's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 5 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 14 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 15 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in Tyne and Wear
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I heard that companies were offering decent sums to come out of final salary pensions then on learning I had some heart condition I decided that transferring would be my best option.
How has Nick Berry helped you?
Obviously you hear some horror stories about people and pensions however a personal friend recommended Nick and family members in the finance game recommended True Potential, my son is a chartered accountant and he spoke with Nick as was suitably impressed with his thoughts on my investment. From day one Nick has been honest and up front with everything I have asked him and my investments are doing well. I would definitely recommend Nick to anyone thinking about investing.
Have you seen the outcome you were hoping for?
Yes I am quite happy with how things are going.
What could they have done better?
Again I’m happy with my situation.
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Nick
I don’t get any response
Review
by a verified client in Cumbria
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to plan for the future with the aim of retirement at an earlier age
How has Nick Berry helped you?
He has helped with offering appropriate advice to our financial situation and need for retirement at an earlier age. He has been a great sounding board to bounce thoughts and ideas off to help with the process whilst offering good sound financial advice.
Have you seen the outcome you were hoping for?
To some degree we have, however the financial markets have been very challenging in recent years which has slowed the growth of our portfolio. This has created some pressure on our original plans.
What could they have done better?
It has felt like the cash market recovery was quicker than the stocks and shares side and this wasn't reflected in our portfolio.
Review
by a verified client in Tyne and Wear
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pension after leaving previous employment.
How has Nick Berry helped you?
Gave advice around transfer and portfolio options.
Have you seen the outcome you were hoping for?
Yes, and Nick has always been quick to reply and knowledgable.
What could they have done better?
Nothing.
Review
by a verified client in Cumbria
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help us make the most of our finances for the future.
How has Nick Berry helped you?
Nick has helped advise us with financial planning and pensions.
Have you seen the outcome you were hoping for?
With the investment type portfolio I chose you do understand that the financial market can have its ups and downs over the years. Investments with time can produce an outcome you are looking for.
What could they have done better?
Nick is always there to provide information and advice for me.