Nick's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 17 )
Pensions ( 15 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
Up to £50k ( 12 )
£50k - 100k ( 6 )
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 South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receiving inheritance
How has Nick Beedham helped you?
Put inheritance into savings. Insurance quote
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We was looking to retire and was not sure where to invest our money
How has Nick Beedham helped you?
He has been excellent in advising us to know what we needed to do
Have you seen the outcome you were hoping for?
Not at the moment but we are sure we will in the near future
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To amalgamate multiple pension pots from various employments and ensure that they were invested in the most efficient manner.
How has Nick Beedham helped you?
Nick has achieved the objected of amalgamating my pension pots and investing with a new provider in line with the portfolio requirements requested to achieve maximum investment returns on my pension.
Have you seen the outcome you were hoping for?
Yes i am very happy with the pension provider and investment portfolio agreed.
What could they have done better?
I have no negatives to add relating to Nick's conduct, professionalism or performance.
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re morgage
How has Nick Beedham helped you?
By explaining things simplified and finding the best outcome for me.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to get a mortgage on my first home
How has Nick Beedham helped you?
He helped me get a good deal on my mortgage and gave help throughout
Have you seen the outcome you were hoping for?
Yes I got the mortgage and the process was made easy