Nigel's reviews

Reviewed for

Insurance and Protection ( 27 )

Mortgages ( 2 )

Pensions ( 56 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 31 )

Investments and Savings ( 44 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 30 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 36 )

Financial Mentoring ( 8 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 5 )

£100k - £200k ( 7 )

£50k - 100k ( 7 )

Up to £50k ( 5 )

Review

by a verified client in Hertfordshire

2 months ago

Overall

Advice

Service

Value

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

Came into money

How has Nigel Shaffer helped you?

By giving me my money when I needed it

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Nigel:

Thank you Debbie for the kind review.I'm really happy that you are confident that you are on target to achieve your financial goals. Also it is great that you are comfortable to refer me should an opportunity to refer come up. I look forward to catching up with you soon and as ever if you ever need to be in contact please feel free to call or email at any time
Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

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

Need to plan for retirement

How has Nigel Shaffer helped you?

Clearly explained the options and found suitable solutions

Have you seen the outcome you were hoping for?

Yes

Nigel:

Johnnie Thank you very much for your review. I'm really pleased that you feel that you are on target to achieve your goals. Also I'm happy that you will be comfortable to refer me to friends or colleagues should the need arise. I look forward to working with you in the future and am available either on the phone or email whenever required.
Review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

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

Retirement

How has Nigel Shaffer helped you?

Consolidated pensions and helped with inheritance planning. Frequent reviews and using modelling to project income availability and requirements.

Have you seen the outcome you were hoping for?

So far yes. Good returns on pension income this year in particular. Help with maximising cash free cash availability.

What could they have done better?

Nothing stands out.

Nigel:

Nigel thank you very much for your kind review. I'm really pleased that you are happy with the service and in particular the recent transactions that have been carried out to facilitate the payment of tax free cash. Also I'm really happy that you will be comfortable to refer to your colleagues and friends should the need arise. I look forward to working with you in the future and I am available over phone or email whenever required.
First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Nigel

Professional, helpful, expertise with a very human touch.

Review

by a verified client in London

7 months ago

Overall

Advice

Service

Value

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

I am a widow and had some capital to invest in a low risk product.

How has Nigel Shaffer helped you?

Nigel gave me good advice about a low risk product to invest in. He reminded me I may need the capital for myself in the future. He talked me through what would happen to the capital and how the fund would be looked after.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Nigel:

Jackie Thank you very much for your kind review. I am delighted with your comments in particular with relation to your understanding of low risk investments as a consequence of our conversations. Also it is great that you would be comfortable to refer and with reference to referrals I really appreciate a recent introduction to a superb client family who hopefully will be onboarded as a new client. I look forward to working with you in the future and I'm available whenever required for a phone chat or over email.