Nick's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Financial Planning ( 9 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
( 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 Suffolk
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial plannning
How has Nick Dodd helped you?
He has supported us with our family pensions
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired seventeen years ago and wished to invest a lump sum on behalf of my wife and myself for the future rather than merely spend it.
How has Nick Dodd helped you?
He has informed and guided us with reference to our investments.
Have you seen the outcome you were hoping for?
To date yes, although world events have lately adversely affected our investments.
What could they have done better?
I am unable to answer this question with any knowledge.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up a SIPP
How has Nick Dodd helped you?
Carried out regular revies of the SIPP
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Too early to comment
Review
by a verified client in Cambridgeshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement
How has Nick Dodd helped you?
Giving financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unable to answer
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?
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