Nathan's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
Review
by a verified client in West Yorkshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received funds from various sources - inheritance, redundancy payment, pension draw down.
How has Nathan Faraday helped you?
Keeps us up to date and explains our fund.
Have you seen the outcome you were hoping for?
More or less.
What could they have done better?
Fees do seem on the high side but can accept these as long as the returns are there.
Nathan:
Many thanks for taking the time to leave a review. I've enjoyed helping to ensure that you have a solid plan in place for retirement. Best regards, NathanReview
by a verified client in Yorkshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Nathan Faraday helped you?
Friendly efficient advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
They have done good for us
Nathan:
Many thanks for taking the time to leave a review. I've thoroughly enjoyed getting to know you both, and helping to ensure that your portfolio continues to be managed in line with your long term plans.Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Nathan Faraday helped you?
Advice and assurance on pension and post-retirement income
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing: totally happy with advice received
Nathan:
Many thanks for leaving a review. I'm glad to hear that you have been happy with the advice I've provided and look forward to working with you going forward. All the best, Nathan.Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching a time I want to consider options to retire plus I was made redundant.
How has Nathan Faraday helped you?
In understanding all the pension assets I have, plan for the future is like to have as well as manage my potential CGT liability on liquidating certain assets.
Have you seen the outcome you were hoping for?
Yes. I have a few different scenarios plotted for my future and feel more comfortable about how my pension is being managed based on my risk appetite
Nathan:
Thanks for the kind review. I'm really glad you are happy with the retirement planning that we have put in place for you. I look forward to working with you over the long term. NathanReview
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce then retirement
How has Nathan Faraday helped you?
Plan long term and short term finances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Nathan:
Many thanks for taking the time to leave a review. I've enjoyed working with you and always look forward to our meetings. All the best. Nathan.