Nicholas's reviews
Reviewed for
Insurance and Protection ( 14 )
Pensions ( 57 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 23 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 48 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
( 4 )
Repeat review
by a verified client in Suffolk
3 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicholas Cox helped you since your last review?
Regular meetings and consistently sound advice
Review
by a verified client in Norfolk
9 days ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Large pension pot to invest and planning advice for retirement.
How has Nicholas Cox helped you?
Enabled me to achieve mine and my wife’s retirement goals through considered and quality advice.
Have you seen the outcome you were hoping for?
My wife and I have both retired early and receiving the income we required to achieve the goals we had planned.
What could they have done better?
Make sure the audience understands the professional jargon. My wife and I did struggle at times.
Repeat review
by a verified client in Middlesex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicholas Cox helped you since your last review?
Continued advice, help with inheritance
Repeat review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicholas Cox helped you since your last review?
Nick has a good grasp of my requirements and ensures that my investments continue to be reviewed appropriate to my needs. Although our review is annual i know that i can contact him at any time.
Repeat review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Nicholas Cox helped you since your last review?
We feel confident in his advice