Nicola's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 5 )
Pensions ( 66 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 14 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 26 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Repeat review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicola Orchard helped you since your last review?
Advised on pension and investing in stocks and shares ISA.
Repeat review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicola Orchard helped you since your last review?
Update on my pension.
Repeat review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicola Orchard helped you since your last review?
Adjusted pension income for the better plus taking advantage of tax free lump sums and providing a revised plan for the future.
Repeat review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicola Orchard helped you since your last review?
Yes.
Repeat review
by a verified client in Dorset
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicola Orchard helped you since your last review?
I had some difficulty setting myself up for possible tax self-assesment and Nicola was able to advise me.