Nicholas's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 62 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 28 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 35 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 7 )
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement I needed an adviser for investment and tax planning
How has Nicholas Hamilton helped you?
Nicholas has helped with pension and financial planning, and is very thorough in explaining and directing the numerous scenarios that we have encountered
Have you seen the outcome you were hoping for?
Yes, I think so
What could they have done better?
No comment
Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The early death of my husband.
How has Nicholas Hamilton helped you?
Nick has given me and my girls confidence that my yearly income and their inheritance is being managed excellently.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have limited knowledge of global markets, so I assume their professional knowledge is doing its best for me and all their clients.
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My company originally used Lorraine Olley so it was consistent that I used Mazars. Nicholas took over when Lorraine retired so have continued with him.
How has Nicholas Hamilton helped you?
Sound advice for me and family
Have you seen the outcome you were hoping for?
Disappointed with return on investment but that is not down to Nicholas
What could they have done better?
Got a better return on our investments
Review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
House downsize left us with some spare funds that required advice
How has Nicholas Hamilton helped you?
With IHT planning and investment planning
Have you seen the outcome you were hoping for?
Yes, the returns have been excellent and advice on IHT plaanning very thorough and informative
What could they have done better?
nothing
Review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Property downsizing left me with an amount of money that I needed advice on and options on the best way forward for my imminent pension
How has Nicholas Hamilton helped you?
He has recommended the best way to use my SIPP and provided detailed information and advice on IHT planning. He is very aware of my financial needs and aspirations and tailors his advice accordingly
Have you seen the outcome you were hoping for?
With regards to my SIPP, yes absolutely with impressive returns and seamless transfer of the tax free cash element of my SIPP. We are now awaiting to put in place IHT measures as he has advised on
What could they have done better?
Nothing