Nicola's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 2 )
Pensions ( 107 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 112 )
Investments and Savings ( 137 )
Pension Transfers - Non Specialist ( 38 )
Inheritance Planning ( 113 )
Long Term Care ( 28 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 94 )
Financial Mentoring ( 20 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 46 )
£200k - £500k ( 32 )
£100k - £200k ( 2 )
( 1 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Bedfordshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice for share protection scheme
How has Nicola Watts helped you?
Continued to keep our plans on track
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I know of
Nicola:
Thank you so much for the five-star review and for taking the time to share your experience. We really appreciate your kind words and your trust in us and delighted to hear we have kept you on track. It’s always a pleasure working with you. Thanks again, Nicola and the team.Review
by a verified client in Buckinghamshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
money that needed investing
How has Nicola Watts helped you?
to get things straight financially
Have you seen the outcome you were hoping for?
It looks very positive
What could they have done better?
nothing
Nicola:
Thank you for your kind feedback. We’re so pleased to hear that things are looking positive and that the advice has helped bring clarity to your financial planning. It’s been great working with you, and we look forward to continuing to support you moving forward. — Nicola and the teamReview
by a verified client in Northamptonshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on Pensions and Financial Planning
How has Nicola Watts helped you?
We have been clients of Nicola and before her Jane Smith for many years looking for advice on Pensions, Savings and Inheritance Planning as well as savings advice for grandchildren
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing that I am aware of. In fact in areas where I did not take there advice I lost out.
Nicola:
Thank you for your kind words and continued trust over the years, it really does mean a lot to us. It’s been a pleasure supporting you and your family with your pensions, savings, and inheritance planning, and we’re so pleased to hear that you’ve seen the outcomes you were hoping for. We really value the long-standing relationship we’ve built and look forward to continuing to support you in the years ahead. — Nicola and the teamReview
by a verified client in Buckinghamshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed things tidying up and a plan for the future
How has Nicola Watts helped you?
We have a detailed meeting every year to discuss our current needs. Nicola is still helping up streamline our finances to make them easier in the future.
Have you seen the outcome you were hoping for?
Yes indeed
What could they have done better?
I didn’t like the on line portal but this year I received paper documents. I would prefer this going forward.
Nicola:
Thank you for your feedback, we really appreciate you sharing your thoughts. It’s great to hear that the annual reviews and ongoing planning have been helpful, and that we’re continuing to make progress in simplifying things for the future. We've noted on your preference for paper documents and we completely understand that everyone has different preferences. We are happy to accommodate that moving forward. Thanks again for your continued trust and your review. — Nicola and the teamFirst impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with Nicola
Our preliminary meeting with Nicola and the team was very positive. Nicola has taken the time to truly understand our goals, and her outline of the overall 'plan of action' was reassuring. We look forward to working with her further, and would recommend her services.
Nicola:
Thank you very much for your kind words. It was a pleasure meeting with you and discussing the next steps. I'm excited about the direction we're heading and look forward to working together, helping you to achieve your goals. Your recommendation is greatly appreciated. Best regards, Nicola