Natalie's reviews
Reviewed for
Insurance and Protection ( 23 )
Mortgages ( 3 )
Pensions ( 98 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 64 )
Auto Enrolment ( 1 )
Investments and Savings ( 100 )
Pension Transfers - Non Specialist ( 33 )
Inheritance Planning ( 68 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 35 )
Financial Planning ( 62 )
Financial Mentoring ( 9 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 58 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
( 8 )
Review
by a verified client in North Yorkshire
a month 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
a month 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
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This came following the sale of my business
How has Natalie Wright helped you?
Natalie has given sound financial advice to ensure I maximise my returns and use all my allowances plus giving sound advice for inheritance planning
Have you seen the outcome you were hoping for?
Yes in the main there has been a few bumps in the road which is what you would expect when investing in equities
What could they have done better?
a crystal ball is always wonderful but sadly we dont have one I think with these type of investment I am always more interested in the long term so perhaps after 10 years time I will have a good feel on how we are doing but so far so good.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous poor financial planning
How has Natalie Wright helped you?
We now how a firm plan in place with yearly forecasts of our future financial position
Have you seen the outcome you were hoping for?
Absolutely. Natalie has set us on course for a very comfortable retirement if we follow her recommendations (which we have done)
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?
My father passing away, Natalie helped with his estate. We closed our business down and she helped us to invest the proceeds in a tax efficient way.
How has Natalie Wright helped you?
Natalie has helped us invest our money to provide a long term income for the future, providing us with certainty and in a way that we feel comfortable with. She is also helping us with inheritance planning, which is important to us. She provides invaluable advice in a way we understand.
Have you seen the outcome you were hoping for?
100% yes.