Adrian's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 12 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 4 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 1 )
Reviewers' assets
£200k - £500k ( 4 )
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 Norfolk
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get some sound financial advice from a professional.
How has Adrian Nunn helped you?
Adrian was very clear and thorough with his advice. He was well informed and knowledgeable.
Have you seen the outcome you were hoping for?
It's ongoing, but everything appears to be on track.
What could they have done better?
Nothing to add here...
First impression
by a VouchedFor user
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Adrian
Phone conversation so far, can't really comment any further as he hasn't started work
Review
by a verified client in Norfolk
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer & moving money
How has Adrian Nunn helped you?
Helped us by transferring our money. Investing wisely and treating us as individuals
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing . Very happy . Would definitely recommend
Review
by a verified client in Norfolk
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous financial advisers had been taken over and only now dealt with clients over a high financial threshold. Essentially we had to find a new advisor
How has Adrian Nunn helped you?
Adrian readily understood our situation and listened to what we wanted to achieve and came to a sound understanding of our position and our aspirations. He reviewed our current investments, attitude to risk etc and made a sensible proposal for cost effective changes to our portfolio
Have you seen the outcome you were hoping for?
It is too early to say, but so far we have been very pleased with the recommendations we have been given and with Adrian’s thorough and thoughtful approach
What could they have done better?
Nothing. Everything was done methodically, clearly and personably.
Review
by a verified client in Suffolk
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had accumulated several pensions over the years and wanted advice to best plan for future retirement.
How has Adrian Nunn helped you?
Full overview of current pensions and expectations of living standards when retired to advise on moving or keeping pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - every step was thorough and professional.