Nicola's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 2 )
Pensions ( 130 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 138 )
Investments and Savings ( 163 )
Pension Transfers - Non Specialist ( 42 )
Inheritance Planning ( 135 )
Long Term Care ( 36 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 122 )
Financial Mentoring ( 27 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 57 )
£200k - £500k ( 42 )
£100k - £200k ( 2 )
( 1 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Suffolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice when faced with redundancy
How has Nicola Watts helped you?
Looking after various pensions and inheritance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Nicola:
Thank you for taking the time to leave such a positive review. I'm delighted that I was able to support you during a significant life change and help you navigate your financial affairs following redundancy. It's great to hear that you're pleased with how your pensions and inheritance have been managed, and that you've achieved the outcomes you were hoping for. Your feedback is very much appreciated, and I look forward to continuing to support you with your financial planning in the years ahead. Best regards, Nicola and the Jane Smith team.Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially, 30? years ago, we were looking for investment advice
How has Nicola Watts helped you?
Over the years she has advised us, well, on all aspects of investment for us and our children.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of
Nicola:
Thank you very much for your kind review and for your continued trust over the years. It has been a pleasure to work with you and your family for such a long time, supporting you through different stages of life and helping with your investment planning and wider financial needs. I'm especially pleased that we've been able to assist not only you, but also your children with their financial futures. Knowing that you've achieved the outcomes you were hoping for means a great deal to me and I thank you for taking the time to share your experience. I look forward to continuing to support you and your family in the years ahead. Nicola and the Jane Smith Team.Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Want help to manage finances in the most effective way
How has Nicola Watts helped you?
Professional appropriate advice
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing!
Nicola:
Thank you so much for your kind review. I'm delighted to hear that you found the advice professional and appropriate to your needs, and that we've been able to help you manage your finances more effectively. It's particularly rewarding to know that you've achieved the outcome you were hoping for. Helping clients feel confident about their financial future is always my goal. Thank you for taking the time to share your experience and for placing your trust in me. I look forward to continuing to support you in the years ahead. Nicola and the Jane Smith team.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?
Approaching retirement
How has Nicola Watts helped you?
Over the years her advice has been invaluable
Have you seen the outcome you were hoping for?
Yes, overall.
What could they have done better?
Nothing
Nicola:
Thank you so much for your lovely review. It’s been a real pleasure supporting you over the years, and I’m so pleased to hear that the advice has been valuable as you approach retirement. Helping clients feel confident about this important stage of life is something I’m very passionate about. I’m delighted that you’ve achieved the outcome you were hoping for and I look forward to continuing to support you in the future. Kind regards Nicola and the Jane Smith Team.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?
I wanted to consolidate
How has Nicola Watts helped you?
She is all for simplicity and she has made us aware of what we are able to do or not do
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
We don’t like portals and would like finances to be linked as joint
Nicola:
Thank you for your kind comments and I really appreciate your feedback. It’s great to hear that you’ve had a positive experience and that I have been able to help you achieve the outcome you were looking for. I always value client feedback, as it helps us continue to improve our services, so it’s very helpful for me to understand what’s important to you. Kind regards, Nicola and the Jane Smith team.