Nigel's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 4 )
Pensions ( 100 )
Retirement income (annuities, drawdown) ( 72 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 39 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 70 )
Financial Mentoring ( 9 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 33 )
£200k - £500k ( 14 )
£100k - £200k ( 19 )
Up to £50k ( 3 )
£50k - 100k ( 5 )
Review
by a verified client in North Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted independent pension advice.
How has Nigel Swan helped you?
For approximately the last 10 years I've had an annual pension review with Nigel, and he is now advising me on how best to start taking an income from my pension.
Have you seen the outcome you were hoping for?
I feel sure that without Nigel's involvement, my pension fund would not have reached the value it has. I was determined not to work full-time beyond the age 60, and I'm now in a position to be able to fully retire at the age of 58.
What could they have done better?
-
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and Investment advice
How has Nigel Swan helped you?
New investment platforms. Forecasting schedule for retirement
Have you seen the outcome you were hoping for?
Yes, considering outside factors in the market.
What could they have done better?
N/A
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Nigel Swan helped you?
By giving good advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Northumberland
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The death of my husband
How has Nigel Swan helped you?
Nigel is good at explaining everything and makes it easy to understand and is always willing to spend time to explain any questions I may have
Have you seen the outcome you were hoping for?
Yes Nigel is looking after my finances and I trust in his advice absolutely
What could they have done better?
There is nothing I can say about doing better I have never had cause to doubt the advice given
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on financial planning
How has Nigel Swan helped you?
Given advice anytime it was needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't think it could have been any better for my circumstances