Nadine's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 91 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 62 )
Auto Enrolment ( 1 )
Investments and Savings ( 96 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 58 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 28 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 36 )
£200k - £500k ( 18 )
£100k - £200k ( 8 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
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 West Sussex
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investing
How has Nadine Perry helped you?
Expert and empathic guidance, advice and structured planning.
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
Not in my opinion
Review
by a verified client in Surrey
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally we employed a previous colleague of Nadine’s to discuss retirement planning and investments
How has Nadine Perry helped you?
Nadine is a very thorough organised advisor who provides a comprehensive service.
Have you seen the outcome you were hoping for?
Hopefully - in terms of maximising our outcomes although the markets have recent.y been going through a difficult time.
What could they have done better?
I suspect all is being done which could be dpone
Review
by a verified client in Wiltshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement, I needed expert advice on how to get the best value from my various pensions funds.
How has Nadine Perry helped you?
Nadine recently took over from Mike Reidy and we have only had one meeting with her as principal advisor so it is a little early to know whether her advice has been sound or not. However she appears to be very knowledgeable and helpful about the various subjects that have been raised and we have every reason to feel comfortable following her suggestions.
Have you seen the outcome you were hoping for?
Too early to say but no complaints so far!
What could they have done better?
Nothing so far.
First impression
by a VouchedFor user
21 days ago
Overall
Please provide a brief comment about your experience with Nadine
Nadine was both warm and helpful, taking the time to answer all our questions and ensuring that we fully understood the key issues.
First impression
by a VouchedFor user
22 days ago
Overall
Please provide a brief comment about your experience with Nadine
Nadine has dealt with my partner for many years and her support and advice have always been much appreciated. I am very happy to now be part of our combined financial planning and look forward to many further years dealing with Nadine especially given her wealth of financial experience as well as her personal approach.