Nigel's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 49 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 13 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 34 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 14 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
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 Hampshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially for mortgage advice, but since paying this off it’s been about retirement funds.
How has Nigel Francis helped you?
Finding best options for me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing really.
Nigel:
Hello Brian Lets get you retiring at 60, and both of you enjoying life in the sun. Kind regards NigelReview
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed Financial advice.
How has Nigel Francis helped you?
Yes he has helped allot.
Have you seen the outcome you were hoping for?
Yes Nigel has exceeded expectations.
What could they have done better?
Nothing
Nigel:
Hi Julian Thank you for the feed back. Great to see that we are keeping on track with the plan. See you later this year to implement the next part. Kind regards NigelReview
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice post divorce :-(
How has Nigel Francis helped you?
Discussed options, provided illustrations / projections, helped me hatch a plan!
Have you seen the outcome you were hoping for?
Yes…..and I’ll let you know when I hit 68
What could they have done better?
No
Nigel:
Hi Jo What a great meeting looks like we have a plan for the next two years which we will hit. Then onto the next one. Lovely to speak with you again. All the best NigelReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and saving planning
How has Nigel Francis helped you?
Clear advice, easy to understand detail. Not pushy over investments. Trustee information and great help with understanding retirement planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Nigel:
Hi Phil Pleased to see everything is on track. Keep well. All the best NigelReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband's health
How has Nigel Francis helped you?
nvesting, pensions, savings, and other advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all - just perfect
Nigel:
Hell Andrea It great to see we are on track to meeting your goals it is all down to doing things in a planned way. With you guys actioning it. All the best Nigel