Nikki Zammit

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with the service I was getting from my employer pension provider

How has Nikki Zammit helped you?

His provided excellent advice regarding my retirement goals. His thorough explanations have truly helped me understand what I need to do and invest in to achieve these goals. He is clear in his communication and has a straightforward manner, which is always greatly appreciated. It makes it so much easier to grasp the steps I need to take and the investments required.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing that I can think of

Please provide a brief comment about your experience with Nikki

Nikki did not contact me. Was he given my details?

This review is a follow-up review from a client who left a review previously.

How has Nikki Zammit helped you since your last review?

Nikki has been outstanding and his service is first class. Patient, approachable, pro-active, knowledgeable and seemingly always on hand. I can not recommend him highly enough.

This review is a follow-up review from a client who left a review previously.

How has Nikki Zammit helped you since your last review?

To review our circumstances and check everything is performing as well as possible. To move funds into more appropriate products.

This review is a follow-up review from a client who left a review previously.

How has Nikki Zammit helped you since your last review?

Nikki has been fantastic with helping me understand and maximise my financial situation as we were doing a big house renovation and extension, given that there were not only cashflow challenges but tax implications too. He's also just been very supportive generally, especially given that we're both fathers of young families so he understands the context very well.