Nicholas Oliver

Nicholas Oliver

AFH Wealth Management

Nicholas's reviews

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 1 )

Pensions ( 12 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 9 )

Investments and Savings ( 19 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 3 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

Financial Coaching ( 2 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 4 )

Up to £50k ( 4 )

£50k - 100k ( 1 )

First impression

by a VouchedFor user

6 months ago

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas was very clear and patient during our consultation, with lots of ideas.

First impression

by a VouchedFor user

8 months ago

Overall

Please provide a brief comment about your experience with Nicholas

Nick is Friendly and polite and good knowledge of his industry.,

Review

by a verified client in Leicestershire

8 months ago

Overall

Advice

Service

Value

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

By being with my current advisors, I was passed on to Nicholas Oliver when the previous advisor left their employment. I was delighted to find him very informative , approachable and understandable, all attributes necessary for those of us unfamiliar to the terms used and the process involved when securing the family future.

How has Nicholas Oliver helped you?

By being very straightforward in his financial counselling.

Have you seen the outcome you were hoping for?

I hope the future proves that to be so.

What could they have done better?

I feel that the best advice prevailed

First impression

by a VouchedFor user

8 months ago

Overall

Please provide a brief comment about your experience with Nicholas

Excellent knowledge and good review

Review

by a verified client in Lincolnshire

8 months ago

Overall

Advice

Service

Value

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

Invest pension money for the future once reaching retirement

How has Nicholas Oliver helped you?

Advice and knowledge relating to investment portfolio and assistance when freeing up tax free cash from pension funds

Have you seen the outcome you were hoping for?

Yes. We are know mortgage free!

What could they have done better?

Nothing