Nicholas's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 2 )
Pensions ( 90 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 95 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 60 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 82 )
Financial Mentoring ( 9 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 53 )
£200k - £500k ( 12 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
( 3 )
Review
by a verified client in Kent
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Existing investments.
How has Nicholas Nesbitt helped you?
Given well considered advice consistently over many years. Is open to responding to queries and has guided me through a number of financial decisions
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed early with two children and I needed advise and planning for all of our financial securities and futures
How has Nicholas Nesbitt helped you?
He has been the main part of my journey for about the last fifteen years
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my various employer pensions and build a long term plan for my retirement
How has Nicholas Nesbitt helped you?
Nick helped me to gain a good overview of my pension position and map out a realistic retirement plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Costs could be lower
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father's legacy. I have a SIPP but I don't have the tax knowledge, or enough investment knowledge, to know how to invest and take an income wisely
How has Nicholas Nesbitt helped you?
Regular meetings. Advice on SIPP, ISA, tax, investments etc
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Mazar don't distinguish on ethical investments, unfortunately. They have a 'one size fits all' category.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With an increase in disposable income, it was necessary for us to consider saving and investing our money wisely.
How has Nicholas Nesbitt helped you?
Nick has provided solid and realistic advice over the last 15 years.
Have you seen the outcome you were hoping for?
Through Nick's advice, we are in a very positive position.
What could they have done better?
Nick has performed with absolute professionalism.