Nicholas's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 60 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 27 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 32 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 6 )
Review
by a verified client in Dorset
a month 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
2 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
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Nicholas
Very friendly and helpful meetings . Very clear advice on the situation and possible alternative solutions.
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?
Professional financial planning and investment management
How has Nicholas Hamilton helped you?
He has responded in full to all my needs for financial advice and implementation
Have you seen the outcome you were hoping for?
Yes, indeed
What could they have done better?
Can't immediately think of anything
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a diversified private investment portfolio and need to simplify it
How has Nicholas Hamilton helped you?
He has given me advice on various aspects of my financial profile
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
reduced their fees