Natalie's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 16 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having to navigate Power of Attorney over my mother's accounts. What was the best options to maximise the potential of a scattered set of investments and savings.
How has Natalie Norman helped you?
Advised me of the best direction to go once she had taken a detailed history of my circumstances. Also explained the rough outline of each investment to whether it was high, medium or low risk so I had a better understanding of what I was dealing with.
Have you seen the outcome you were hoping for?
Yes, everything is so much simpler now and considerably less stressful.
What could they have done better?
I cannot fault the service I got. ? biscuits with the coffee :)
Repeat review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Natalie Norman helped you since your last review?
Further investment updates and more advice for pension planning
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Natalie Norman helped you?
Natalie took the time to thoroughly understand our current financial situation and future aspirations. She provided clear insights on how to maximise our savings and pensions, offering a range of options for us to consider. Natalie carefully analysed our circumstances, including our desired retirement income, and gave us tailored advice on when we could realistically retire based on our existing savings. Her expertise and guidance have been invaluable in helping us plan for the future with confidence.
Have you seen the outcome you were hoping for?
Yes, so far, we have seen the outcomes we were hoping for. Natalie conducts an annual review to make adjustments or provide further advice, ensuring we stay on track with our financial goals.
What could they have done better?
Everything has been excellent so far. Consideration of future variables will be discussed in upcoming reviews, overall, we are very satisfied with the support and advice provided.
Repeat review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Natalie Norman helped you since your last review?
Yes
Repeat review
by a verified client in Pembrokeshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Natalie Norman helped you since your last review?
We reviewed how my current pension is performing and discussed options of moving to other pensions or leaving in its current funds. Very clear and professional service