Nick Berry

Review from verified client

April, 2024

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 from verified client

March, 2024

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 from verified client

March, 2024

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.

Review from verified client

March, 2024

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

Retirement

How has Nick Berry helped you?

Nick provided financial services for our company so he was the obvious choice to provide financial planning and pension advice as I headed for and entered retirement

Have you seen the outcome you were hoping for?

I believe that the advice given has always been very good

First impression from a user who is not yet a client

March, 2024

Please provide a brief comment about your experience with Nick

We had been looking for some professional advice for a while as we wanted to put our financial plans in line with an aim to retire early and make sure our investments and savings were working as well as they could be and that they were protected as much as possible from unnecessary tax liabilities. Nick was recommended by some friends which was important as it gave us confidence that we would be in good hands, Nick fulfilled that confidence by listening to our plans, answering our many questions and then providing a clear strategy and plan we felt fulfilled our expectations for the path to retirement.

Review from verified client

March, 2024

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

To invest in a long term savings plan with a better interest rate.

How has Nick Berry helped you?

By offering regular financial advice and guidance face to face.

Have you seen the outcome you were hoping for?

On the whole, yes. The last two years have been difficult globally and I understand how that can effect investments.

Review from verified client

March, 2024

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

Nick was recommended by my retiring adviser

How has Nick Berry helped you?

Nick doesn’t hesitate to come over or get in touch if we have any worries or questions

Have you seen the outcome you were hoping for?

Yes very satisfied

What could they have done better?

Nothing all is good

Review from verified client

March, 2024

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

Nick was my adviser from his employment so when he left to join True Potential i transferred all my investments.

How has Nick Berry helped you?

Nick helped me with the help i needed to navigate with the ins and outs of taking my pension early.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

March, 2024

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

Nick was my partner's advisor.

How has Nick Berry helped you?

Nick has helped me to take the right road with my pension. He has always been honest and professional.

Have you seen the outcome you were hoping for?

It's getting there

What could they have done better?

Nick couldn't have done any more.

Review from verified client

March, 2024

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

Having some savings to invest and a pension pot

How has Nick Berry helped you?

Provided information and advice for my wife and I as we moved into our retirement.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2024

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

I was looking to take early retirement. Nick was recommended by a family member

How has Nick Berry helped you?

Nick gave me balanced advice on using my pension fund as a drawdown to enable flexibility in retirement. He also gave me sound advice on saving investments

Have you seen the outcome you were hoping for?

Yes I have. Nick gave me the advice and confidence to make the big decision.

Review from verified client

March, 2024

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

I was recommended by my brother in law who gave him excellent financial and advisement for his future planning

How has Nick Berry helped you?

Nick has helped me to plan in my retirement for myself and wife, which I thought was not possible and he showed us how with his help this was achievable

Have you seen the outcome you were hoping for?

Yes, but unfortunately for the first couple of years the investment did not grow as we thought we now we hope going forward this will change and the growth has now returned back to where we expected

What could they have done better?

Nothing - this was down to economic crisis

Review from verified client

March, 2024

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

I have always looked at making my money savings earn more CIS provided the opportunity to speak to a financial advisor so I did.

How has Nick Berry helped you?

He has provided me with the best ways to invest over long term periods making sure you have the best investment to suit your expectations for the future.

Have you seen the outcome you were hoping for?

Yes most of my investments have proved profitable with any underperforming investments being advised to change.

Review from verified client

March, 2024

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

Retirement

How has Nick Berry helped you?

Gave us great knowledge /attention to detail/ good listener/makes you feel comfortable in what can be a stressful subject ( finances/pensions)

Have you seen the outcome you were hoping for?

Still I’m the process but everything is looking very encouraging

What could they have done better?

Nothing on Nicks behalf

Review from verified client

March, 2024

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

Investing my pension, securing retirement income.

How has Nick Berry helped you?

Strong balanced advice based on good knowledge of financial products and the wider markets.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

March, 2024

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

Whilst with a previous company Nick was advisor I was allocated

How has Nick Berry helped you?

Been with Nick many years he has advised me on many financial issues is honest and trustworthy and has always given suitable advice

Have you seen the outcome you were hoping for?

Yes totally

What could they have done better?

Nothing

Review from verified client

March, 2024

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

Desire to convert final salary pension into investment to drawdown

How has Nick Berry helped you?

Advised throughout final salary conversion and also advised regarding other separate investments

Have you seen the outcome you were hoping for?

Yes, with good advice throughout the recent turbulent years.

What could they have done better?

Nick is a”tied” advisor which needs to be taken into account. However I believe I am fairly savvy regarding finances and because of Nick’s honesty and clarity this has never been an issue.

Review from verified client

March, 2024

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

Initially I was looking for investment advice.

How has Nick Berry helped you?

Nick has been a trusted and valued financial advisor to me and my husband over a number of years. In particular, he has taken care of pension consolidation which has been particularly beneficial, whilst continuing to provide timely updates on investments.

Have you seen the outcome you were hoping for?

We continue to see investment growth.

What could they have done better?

Nothing.

Review from verified client

March, 2024

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

Wanted good advice on saving for the future

How has Nick Berry helped you?

Reinvested my pension

Have you seen the outcome you were hoping for?

Yes but disappointing results in last couple of years due to circumstances in the economy/world events

What could they have done better?

Not sure if there is anything more could be done

Review from verified client

March, 2024

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

Needing advice on an inheritance and pensions

How has Nick Berry helped you?

Nick has provided invaluable advice on maximising the value and flexibility of our investments. Without this we simply would not have been able to enjoy the lifestyle we now have.

Have you seen the outcome you were hoping for?

The outcomes have more than exceeded our expectations

What could they have done better?

I genuinely can think of nothing Nick could have done better!

Review from verified client

March, 2024

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

Recommended by a friend who had a private pension organised by Nick

How has Nick Berry helped you?

After the death of my husband, I was able to contact Nick to discuss the way forward for pensions and financial agreements. I feel very confident in the way that everything was handled and the answers to questions that arose. I have already recommended Nick to my family who have been very impressed with his advice regarding pensions. ,

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No issues

Review from verified client

March, 2024

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

Large sums were being offered to pull out of final salary pensions as I didn’t want to retire pass away quickly and leave a small pension to my wife I decide to invest with Nick who came with recommendations from others I know. Any monies now that are left can be passed down through the family.

How has Nick Berry helped you?

Nick has guided me to the best tax ways of taking cash and as my son has a degree in economics he was able to speak to Nick and was happy with all he heard.

Have you seen the outcome you were hoping for?

All investments move up and down but being patient pays off in the long run so yes is my answer.

What could they have done better?

In the economic climate we have had over the last few years they have done well for me.

Review from verified client

March, 2024

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

I was considering early retirement but felt I needed help from both an expert in the field and someone I could trust. I approached a friend who had recently retired and he pointed me in Nicks direction. What great advice this was.

How has Nick Berry helped you?

He has helped me and the wife to understand our options and then supported our requirements securing our future incomes and that of our children.

Have you seen the outcome you were hoping for?

Absolutely and so much more

What could they have done better?

Nothing.

Review from verified client

March, 2024

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

Necessity at first, since Nick was passed to us from a retiring advisor. Since then he has become a highly trusted advisor

How has Nick Berry helped you?

ISAs, Bonds, Pensions (and consolidations), Unit Trusts, retirement planning, future extrapolations and budgeting

Have you seen the outcome you were hoping for?

Mostly yes, but anything less is due to standard market deviations and we knew we were exposed to such risks and prepared to ride them out for the long term.

What could they have done better?

Nothing springs to mind

Review from verified client

March, 2024

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

I had a final salary pension scheme from a previous employer and I decided to take advice on whether to transfer or leave it where it was.

How has Nick Berry helped you?

Nick helped me to understand what options I had and explained clearly what the pros and cons were.

Have you seen the outcome you were hoping for?

Yes, very happy with the outcome to date after taking Nicks advice

What could they have done better?

Nothing, he was very clear and thorough in our discussions and advice he gave.

Review from verified client

March, 2024

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

I had multiple pensions and wanted to keep them all with one company - I also wanted financial planning for my old age and knowledge that my money would give me security.

How has Nick Berry helped you?

Nick was superb, he helped me sort out my finances so now I know exactly where my money is, can get it whenever I want it and I feel very secure knowing that I am going to be financial secure when I retire. This is all done to Nick.

Have you seen the outcome you were hoping for?

Yes definitely, I could not be happier

What could they have done better?

Nothing..........................

First impression from a user who is not yet a client

February, 2024

Please provide a brief comment about your experience with Nick

Fast friendly service

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

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.