Nick's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 6 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Financial Planning ( 6 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to move a defined benefit scheme into a SIPP
How has Nick Dodd helped you?
Nick took over my account when my previous advisor left Argentis. Our relationship is in its first year.
Have you seen the outcome you were hoping for?
So far, the initial contacts have gone well
What could they have done better?
The transition from the previous advisor to the first meeting with Nick Dodd was too long
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking out a drawdown pension.
How has Nick Dodd helped you?
Advised getting a new Will.
Have you seen the outcome you were hoping for?
No changes expected.
What could they have done better?
No.
Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This was an annual review
How has Nick Dodd helped you?
Confirmed my thinking on a number of matters
Have you seen the outcome you were hoping for?
Yes, so far
What could they have done better?
Not as far as I know
Review
by a verified client in Kent
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Nick Dodd helped you?
Clarity
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in East Sussex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change from previous advisor
How has Nick Dodd helped you?
Similar to the others
Have you seen the outcome you were hoping for?
N/A
What could they have done better?
Nothing as my circumstances have not changed