Nicola's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 11 )
Pensions ( 47 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 19 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 8 )
Up to £50k ( 16 )
£50k - 100k ( 12 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Durham
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to set up a pension as a self employed person. I wanted to ensure I was covering all financial planning areas.
How has Nicola Tempest-Hall helped you?
I am over the moon with the support I get from Nicola. I see her every year and have a comprehensive update.
Have you seen the outcome you were hoping for?
Yes and it is a work in progress as we change with my new goals each year.
What could they have done better?
Nothing I can think of.
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had 10 different pensions
How has Nicola Tempest-Hall helped you?
Advice on which ones to keep and which ones to consolidate
Have you seen the outcome you were hoping for?
Yes I am very happy with the outcome
What could they have done better?
There is nothing I can think of
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To sort out retirement plans
How has Nicola Tempest-Hall helped you?
Made everything simple to understand
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
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?
I sought out a financial advisor because I was feeling overwhelmed with planning for my retirement and felt I lacked the expertise to make sound investment decisions.
How has Nicola Tempest-Hall helped you?
Nic has been incredibly helpful in clarifying my financial situation and creating a comprehensive plan tailored to my specific goals. They took the time to understand my risk tolerance and long-term aspirations, and presented me with clear, easy-to-understand options.
Have you seen the outcome you were hoping for?
Yes, absolutely! I've seen a significant improvement in my financial outlook. My investments are performing well, and I feel much more confident about my retirement prospects. The peace of mind they've provided is invaluable.
What could they have done better?
Honestly, I've been very satisfied with the service.
Review
by a verified client in Tyne and Wear
2 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I was going self employed, I wanted financial advice around pensions, financial planning and insurance etc
How has Nicola Tempest-Hall helped you?
Providing sound financial advice, setting up a personal pension, reviewing existing pensions, signposting to other specialists where necessary, and offering experience about self employment.
Have you seen the outcome you were hoping for?
Yes!