Nikki's reviews
Reviewed for
Pensions ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
Review
by a verified client in Gloucestershire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nikki came to us as a business when she worked with the bank and we were so impressed with her advice that we moved with her when she set up her own business.
How has Nikki Charley helped you?
Nikki helped us, as a business and personally, to save, invest in pensions and plan for inheritance.
Have you seen the outcome you were hoping for?
Definitely, we have been thoroughly impressed with Nikki's knowledge and determination to get the best for us as her client.
What could they have done better?
We value Nikki's advice on all our financial needs.