Reviewed for

Pensions ( 15 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 6 )

Pension Transfers - Non Specialist ( 3 )

Reviewers' assets

£200k - £500k ( 5 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Client reviews

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Three frozen pensions for quite some time needing to be brought up to date.

How has Nick Green helped you?

By combining the three into a better investment system, it's just over 18 years to retirement, there's only one chance left to get it right !.

Have you seen the outcome you were hoping for?

Yes and i'm restarting contributions again.

What could they have done better?

Happy so far.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Swansea

What were the circumstances that caused you to initially look for an adviser?

Wanted to review my pension provision and start to access my pension.

How has Nick Green helped you?

Nick explained things clearly regarding all options in terms of accessing my pension, the charges involved and now I have peace of mind having sorted things out.

Have you seen the outcome you were hoping for?

I have split my pension between an annuity and drawdown and had the best quotes on the market in terms of an enhanced annuity.

What could they have done better?

Nothing. I was kept informed on the whole process.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I was advised by pension provider.

How has Nick Green helped you?

He explained my options and helped me through the process of filling in the paperwork.

Have you seen the outcome you were hoping for?

Not as yet.

What could they have done better?

As far as I am concerned my financial advisor has done a good job for me

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I wanted to set up a Pension.

How has Nick Green helped you?

Nick Green provided me with comprehensive advice and set me up with a pension. My goals were met.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The service of Nick and the team was perfect. No suggested improvements.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Help with the best way to deal with a personal pension pot to my advantage.

How has Nick Green helped you?

Nick clearly understood my position and requirements both on the phone and in writing and gave me clear and unambiguous advice which I have followed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Difficult to think of anything he could have done better. Thank you.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Inverness-shire

What were the circumstances that caused you to initially look for an adviser?

nearing retirement.

How has Nick Green helped you?

advice on transfering two pensions into one for ease.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

An over due review of my fiances following a take over of my pension provider.

How has Nick Green helped you?

Advised on the best policy's available to me that meet my requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

This is the first time that i have received financial advise so i have no comment to make.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Angus

What were the circumstances that caused you to initially look for an adviser?

wasn't sure of what plan to take.

How has Nick Green helped you?

gave me the right advice on what was better for my situation.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing service was great

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Transfer of different pensions to a single provider allowing the access I required.

How has Nick Green helped you?

Clear and concise information both written and verbally. Very good at communication even if a message was left for him.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, excellent service start to finish

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Retirement and dissatisfaction with existing pension funds.

How has Nick Green helped you?

He responded clearly and quickly and facilitated a restructuring of my funds.

Have you seen the outcome you were hoping for?

My needs and concerns were fully appreciated and I have been totally happy with the outcome.

What could they have done better?

Nothing. There was some urgency in my situation and this was grasped wholeheartedly.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Transferring my pension to another provider.

How has Nick Green helped you?

Gave me the right advice and information for me to make the best decision.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

Wanting to combine various policies and take my retirement benefits.

How has Nick Green helped you?

Nick investigated my financial situation and an overview of other income coming into our household. He discussed a range of possible retirement options and obtained a number of illustrations from companies to show possible income streams. I made my decision without feeling under any pressure to decide and he then ensured the process went ahead. The various providers were contacted (and chased up, where necessary!) and I was kept informed all the time.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the option I have chosen. I have a regular income stream and know what money I have coming into my bank account each month. I no longer have to worry about the up/down performance of the stock exchange!.

What could they have done better?

I can't think of anything he could have done better. He was available for telephone queries, e-mails were responded to promptly and my business was dealt with efficiently.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

After selling my business and holding money within a SIPP I needed to move into a more rewarding scheme.

How has Nick Green helped you?

He researched and reviewed all the providers out there and answered the questions relative to my circumstances.

Have you seen the outcome you were hoping for?

It is early days but in a volatile market I am reasonable pleased.

What could they have done better?

Having dealt with Nicks predecessor, I think a face to face meeting would help.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement...I wanted confirmation and help to decide if I could afford to do it.

How has Nick Green helped you?

Nick was knowledgeable in all the relevant aspects and really helped me put my mind at rest in what can be a financial minefield.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can think of...Really happy with the service and wouldn't hesitate to contact Nick again for further advice if I needed it going forward.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I had to transfer my work pension to another pension provider as the company I work for changed hands.

How has Nick Green helped you?

Nick found me another pension provider which had smaller annual running charges and had more options available to me on retirement. Nick understood my needs and explained everything fully to me.

Have you seen the outcome you were hoping for?

I was very happy with Nick's recommendations and pleased with the way he dealt with my situation and as a result have moved my pension to the new provider.

What could they have done better?

Nothing, I was really confident and happy with the way Nick handled my situation

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I had significant money banked but it was earning little or no interest so I wanted to get some advice on investment options with limited risk and good potential growth.

How has Nick Green helped you?

Firstly, Nick listened to me and spent a considerable amount of time assessing my needs both through written questions and talking on the telephone. He then explained the options available and guided me to a particular investment which he felt addressed my needs. A full written proposal was sent to me explaining the benefits and risks, including the spread of the investment portfolio and the breakdown of each element. Everything was clear and I appreciated the time taken to find me an investment that suited my needs and aspirations.

Have you seen the outcome you were hoping for?

Its early days , but the results are proceeding as I expected and I am very hopeful this will be a solid investment.

What could they have done better?

Not really. I felt as if I was in control of the process, all decisions were made by me and Nick provided a very solid base to help me do that. No regrets.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

required advice to transfer.

How has Nick Green helped you?

signed off the transfer.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

all was good

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I needed someone who could cut through all the jargon and explain my options in a ciear and concise manner.

How has Nick Green helped you?

He explained all my options and seems to have made sensible suggestions so far.

Have you seen the outcome you were hoping for?

Everything seems to be progressing satisfactorily.

What could they have done better?

He hasn't given me next weeks winning lottery numbers yet.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement in next few years.

How has Nick Green helped you?

Advise on where to put my small pension pots and explaining what I think is quite complicated financial stuff in easy for me to understand language.

Have you seen the outcome you were hoping for?

Hopefully as my money is now in a place he advised and over the next few years should be safe and accessible.

What could they have done better?

Can't think of anything really as was more than happy

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to move my personal pension fund into drawdown on reaching 65th birthday.

How has Nick Green helped you?

By reviewing my needs and identifying the most appropriate provider.

Have you seen the outcome you were hoping for?

My IFA handled the administration process efficiently and my pension has now been moved to a flexible drawdown account.

What could they have done better?

I was happy with the service provided.

Review from verified client

June, 2015

Overall

Service

Value

Advice

Based in Cambridgeshire

What were the circumstances that caused you to initially look for an adviser?

Approaching pension age and restructuring multiple pensions.

How has Nick Green helped you?

Analysed my portfolio and advised which were suitable for draw down and which would offer better benefits if left given my circumstances. Arranged all the paperwork and walked me through the Ts & Cs, costs etc. Monitored the payments , identifying one that had stuck and resolving the issue with the company.

Have you seen the outcome you were hoping for?

Growth in the portfolio has exceeded expectations, even taking into account the released funds.

What could they have done better?

I cannot identify an area where I wish he had done more.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Frozen pension needed to be defrosted -

How has Nick Green helped you?

Asked the right questions in relations to what I needed and sourced a better option for my fund

Have you seen the outcome you were hoping for?

Sleep easier knowing my pension will be the best it can be

What could they have done better?

Nothing - he was very proactive; used my selected method of contact; chased me when I failed to respond and was professional and friendly at all times

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Retirement. Funds placed in unrelated funds therefore difficult to keep track of how they were performing.

How has Nick Green helped you?

Explained my investments at the time did not complement one another and advised me as to the poor performers. He gave me options that gave me investments at the risk level I was happy with and placed some cash deposit that I could draw on if necessary.

Have you seen the outcome you were hoping for?

To soon to assess.

What could they have done better?

The spread sheet sent to me of all my savings and investment was very helpful. It gave me an overview of my financial position without me having to trawl through them separately