Natalie's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 3 )
Pensions ( 100 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 65 )
Auto Enrolment ( 1 )
Investments and Savings ( 103 )
Pension Transfers - Non Specialist ( 34 )
Inheritance Planning ( 70 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 36 )
Financial Planning ( 65 )
Financial Mentoring ( 9 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 60 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
( 9 )
Review
by a verified client in Herefordshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer my pension
How has Natalie Wright helped you?
Natalie is very knowledgeable and very responsive. She is aware of all changes , likely and proposed and gives immediate advice or guidance.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can’t think of anything
Review
by a verified client in North Yorkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife passed away and I needed a new approach to my finances owing to changed circumstances and the absorption of my late wife’s assets.
How has Natalie Wright helped you?
She has gone above and beyond in helping me get to grips with my changed circumstances. Her “beside manner” is one of calm and immediate understanding. Proficient, efficient and effective. Impressive!
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have meaningful investments for which I have never previously sought advice and was aware that I needed professional guidance from a trusted advisor and partner
How has Natalie Wright helped you?
By re-investing my pensions in a more appropriate fund for my risk appetite, future planning for a required level of income on retirement, inheritance tax planning
Have you seen the outcome you were hoping for?
Too soon to tell but so far so good
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long-term financial planning for myself and my wife, Sarah Collier.
How has Natalie Wright helped you?
Given us both financial security and confidence for the short, medium and long-term. Also, not a stuffy getting on man - very important!
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing springs to mind.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required pensions advice and financial planning to support our family business and pension plans
How has Natalie Wright helped you?
Natalie has gone above and beyond to provide a bespoke and tailored solution to our family specific situation. She has really understood our requirements and priorities both as a family and a business.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing