Nick's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 1 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 10 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 27 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 17 )
£100k - £200k ( 2 )
Review
by a verified client in Cheshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When my wife and I sold our company and retired, we wanted advise on investing and retirement plans.
How has Nick McCulloch helped you?
Nick McCulloch has been a great asset to us, he has vast amount of knowledge and has given us excellent guidance on how to make the most from our investments.
Have you seen the outcome you were hoping for?
We have most defiantly seen the outcome we were hoping for.
What could they have done better?
We are happy with what has been achieved
Nick:
Thank you so much for your kind review. It has been a real pleasure helping you and your wife since the sale of your company and supporting you as you moved into retirement. I’m delighted to hear that you’ve found the guidance around your investments and retirement planning valuable, and especially pleased that you feel you’ve achieved the outcome you were hoping for. Thank you again for the trust you’ve placed in me. I look forward to continuing to support you both and helping you feel confident about your financial plans for the future.Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term advisor
How has Nick McCulloch helped you?
Recent inheritance and ongoing pension draw down
Have you seen the outcome you were hoping for?
Yes pension performance
What could they have done better?
Nothing
Nick:
Thank you for taking the time to leave your review. I really appreciate your continued trust and am delighted to hear that you're pleased with the support you've received. It's been a pleasure helping you navigate both your recent inheritance and your ongoing pension drawdown. These are important financial decisions, and I'm pleased that you feel confident you're on track and that your pension has performed as you had hoped. Thank you again for your kind feedback. I look forward to continuing to support you with your financial planning in the years ahead.Review
by a verified client in Conwy
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After the death of my husband I needed advice on finance and a monthly income.
How has Nick McCulloch helped you?
Giving good advice,
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think anything
Nick:
Thank you for taking the time to leave such a kind review. I really appreciate your feedback and am pleased to hear that you've been happy with the advice and support you've received. It's reassuring to know that the guidance has helped you achieve the outcome you were hoping for and given you confidence in your financial plans. Thank you again for your recommendation and your continued trust. I look forward to supporting you in the years ahead as your financial needs continue to evolve.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing my personal pension fund and investments
How has Nick McCulloch helped you?
Nick has provided very sound advice and managed my pension fund successfully. He is very knowledgeable and approachable.
Have you seen the outcome you were hoping for?
Yes, I have had an excellent return on my pension investment.
What could they have done better?
Nothing, I’m very satisfied with their results
Nick:
Thank you for your kind review and for your continued trust. I really appreciate your feedback. I am pleased that you have found my advice helpful and approachable, and that you are happy with the progress of your pension planning. My aim is always to provide clear, personalised advice that gives clients confidence in their financial decisions. Thank you again for your recommendation and support. I look forward to working with you in the years ahead.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?
Advice with an inheritance
How has Nick McCulloch helped you?
Advice on where to invest
Have you seen the outcome you were hoping for?
Very happy with the outcome
Nick:
Thank you for taking the time to leave a review. I am delighted to hear that you have been happy with the outcome of the advice provided. Receiving an inheritance often comes with important financial decisions, so I am pleased that I was able to help you explore your options and identify a suitable investment strategy for your circumstances and future goals. Thank you again for your feedback and for placing your confidence in me. I look forward to continuing to support you with your financial planning needs in the future.