Nicola Whateley

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

Pension lump sum advice. Inherited quite a large amount.

How has Nicola Whateley helped you?

Investing funds and solid financial advice.

Have you seen the outcome you were hoping for?

Absolutely. Changing my investment ISA for the best results.

What could they have done better?

Can't think of anything.

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

My 1 Year fixed rate cash ISA was ending and wanted advice on the best way forward for me .

How has Nicola Whateley helped you?

Nicola advised me on different investments and potential risks and returns.

Have you seen the outcome you were hoping for?

Yes , I have taken Nicola's advice on moving my investments, she carried out all the necessary paperwork promptly and was very efficient.

What could they have done better?

Nothing

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

Consolidating several pension pots into one.

How has Nicola Whateley helped you?

She has advised me for several years on my company and private pensions.

Have you seen the outcome you were hoping for?

I am happy with the outcome.

What could they have done better?

n/a

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

I needed to plan better for my retirement and consolidate my assets so I would have a good pension. Following this, I inherited a large estate and needed further advice about how to manage the various elements of this estate.

How has Nicola Whateley helped you?

Nicola has been amazing! She has taken me through every aspects of my financial planning step by step, always willing to explain things in simple terms so I know exactly what I am doing with my money. I have frequently been anxious about money matters and she is always there to keep me calm and reassure me, further explaining the decisions we have made together. When I have had ideas about my finances, some of which have been a bit pie in the sky, she has always been willing to listen and advise, always keeping me in the driving seat. I absolutely couldn't have planned my early retirement nor dealt with my mother's estate without Nicola's help and guidance.

Have you seen the outcome you were hoping for?

Yes! Obviously markets are volatile, but I can absolutely see the outcomes of the decisions we have made, and when things haven't gone as well as expected, we have reviewed and made changes.

What could they have done better?

Nothing!

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

To invest money claimed from a miss-sold pension scheme

How has Nicola Whateley helped you?

By consolidating my pensions and investing for my retirement

Have you seen the outcome you were hoping for?

At the moment I have some time until retirement, so at the present time everything seems to be going in the right direction

What could they have done better?

I am very satisfied with Nicola's help and advice so I don't have any reason for improvement