Nicholas Evans

Nicholas Evans

Attivo Financial Ltd

Nicholas's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 31 )

Retirement income (annuities, drawdown) ( 35 )

Investments and Savings ( 42 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 18 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 35 )

Financial Mentoring ( 4 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 11 )

£100k - £200k ( 7 )

( 1 )

Up to £50k ( 2 )

Review

by a verified client in Gloucestershire

2 months ago

Overall

Advice

Service

Value

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

To benefit from specialist advice.

How has Nicholas Evans helped you?

Nicholas has seen the broader picture reflecting my circumstances and was able to provide appropriate advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nicholas was always ahead. I can't think of any necessary ways of being better.

Review

by a verified client in Buckinghamshire

2 months ago

Overall

Advice

Service

Value

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

i needed better expertise than my own knowledge, and nicolas provides all of that.

How has Nicholas Evans helped you?

helped me plan, keep my goals in sight.

Have you seen the outcome you were hoping for?

bit early to say but on the whole advice was good

What could they have done better?

nothing more

Review

by a verified client in Gloucestershire

3 months ago

Overall

Advice

Service

Value

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

Pensions advice

How has Nicholas Evans helped you?

He has helped us with all our pension investment and transfers for drawdown. Also he has been available to answer any questions we have had.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything has been fine.

Review

by a verified client in Herefordshire

3 months ago

Overall

Advice

Service

Value

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

Retirement of previous adviser.

How has Nicholas Evans helped you?

Explanations of financial terms and options. Highlighted need to think about the future.

Have you seen the outcome you were hoping for?

Our investment has remained reasonably solid given the state of the market.

What could they have done better?

Don't know

Review

by a verified client in Devon

3 months ago

Overall

Advice

Service

Value

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

Recommended by a previous financial adviser who was retired from the industry.

How has Nicholas Evans helped you?

He helped me to understand what level of risk was best for the investments I hold.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Communicate a little more.