Nick Callaghan

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

I was retiring and needed advice

How has Nick Callaghan helped you?

Nick has been very helpful with his advice and didn’t come across pushy in anyway what so ever. He put me at ease and ensured I took my time in my decision.

Have you seen the outcome you were hoping for?

Yes, now I have started to. Sadly the market took a fall with the Russian war on Ukrainian, however after rebalancing my fund it has now started to grow.

What could they have done better?

Not a lot I’d say.

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

How has Nick Callaghan helped you since your last review?

Nick moved my pension to a better platform and advised on the reasons why this would be beneficial in the long term.

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

I needed someone to review my pensions.

How has Nick Callaghan helped you?

Nick looked at my generic workplace pension and put into a bespoke vehicle that meets my individual needs. This is aligned with my risk profile and desired retirement age.

Have you seen the outcome you were hoping for?

Yes, this has vastly outperformed my previous work pension scheme.

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

Initially, I required advice on transferring and consolidating my Pension pots, and then investing the capital in a recommended Platform

How has Nick Callaghan helped you?

Nick spent time listening to my requirements and then explaining my options, and on agreement put what I required in place for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing comes to mind, I'm happy how things have went.

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

We needed a mortgage in a hurry to assist with a once in a lifetime opportunity to buy our dream home.

How has Nick Callaghan helped you?

Nick was amazing. He arranged an agreement in principle very quickly and pulled together the info to get our mortgage approved so very quickly - even although I am self employed. Since then he has helped us manage our insurance and pension provision in a transparent and effective way.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Nick should update his picture on this site. That pic was definitely a few years ago.