Nathan's reviews
Reviewed for
Insurance and Protection ( 88 )
Mortgages ( 177 )
Pensions ( 63 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 4 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 32 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 12 )
£100k - £200k ( 14 )
£50k - 100k ( 11 )
Up to £50k ( 73 )
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 Wiltshire
5 days 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?
I needed advice and information.
How has Nathan Steele helped you?
Given solid advice and helping with my financial planning.
Have you seen the outcome you were hoping for?
Yes.
First impression
by a VouchedFor user
6 days ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Nathan
Friendly and professional
Review
by a verified client in Somerset
a month 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?
I wanted to get a retirement plan in place, after going self employed.
How has Nathan Steele helped you?
Nathan thoroughly discussed my options and set up my retirement account.
Have you seen the outcome you were hoping for?
Yes, after a few meetings, I was able to set up the correct plan for me.
Review
by a verified client in Bristol
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?
Future planing
How has Nathan Steele helped you?
Really well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bristol
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?
age looking at buying more property and investing for a future
How has Nathan Steele helped you?
nathan help us set up 2 isa’s and a pension. and gave us some mortgage advise.
Have you seen the outcome you were hoping for?
to early to say but just started investing and now there’s a big dip in the market which is great news to buy cheap and capitalise on this.