Nathan's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 71 )
Retirement income (annuities, drawdown) ( 65 )
Investments and Savings ( 101 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 43 )
Long Term Care ( 18 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 75 )
Financial Mentoring ( 21 )
Financial Coaching ( 2 )
( 5 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 35 )
£100k - £200k ( 5 )
Up to £50k ( 4 )
£50k - 100k ( 3 )
( 1 )
Review
by a verified client in Oxfordshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I had been clients of Eastern Counties since the 1980s, before the firm was acquired by Compass Wealth Management/Argentis Wealth Management.
How has Nathan Attwood helped you?
He provides sound financial advice which is reassuring.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Nathan:
Thank for taking the time to leave myself a positive review, much appreciated.Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy and retirement
How has Nathan Attwood helped you?
Sourced the best option for me pension investment and how to access income from my saving
Have you seen the outcome you were hoping for?
Yes better than anticipated
What could they have done better?
I don’t think so given my natural cautiousness
Nathan:
Thank you for a great positive review this is much appreciated. Thank youReview
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having sold a business my husband and I needed long term advise as to where to put the monies for our future along with our existing investments.
How has Nathan Attwood helped you?
Nathan has helped me a lot in understanding my pension and investments in an easy way and without overwhelming me. He has always been easy to get in touch with and in answering any queries I might have, I am completely satisfied with the advice I get from him.
Have you seen the outcome you were hoping for?
Definately bearing in mind the current world situation. Since Nathan's visit I am now taking more interest in the stock market and to watching my investments going up and down!
What could they have done better?
I am happy so cannot think of anything else to add
Nathan:
Thank you for taking the time to leave myself such a great positive review.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make sure my investments were working their hardest for me
How has Nathan Attwood helped you?
He has taken some investments that weren't performing well and transferred them to the Quilter platform to make better gains.
Have you seen the outcome you were hoping for?
Yes, pretty much if you consider the longer term
What could they have done better?
I don't think they could have done anything better
Nathan:
Thank you for your positive review, this is very much appreciated. Kind regards NathanReview
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension plan .investment
How has Nathan Attwood helped you?
Covered all aspects
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Nathan:
Thank you for leaving myself such a great positive review, much appreciated. Regards Nathan