Nick's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 21 )
Pensions ( 187 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 155 )
Investments and Savings ( 216 )
Pension Transfers - Non Specialist ( 52 )
Inheritance Planning ( 121 )
Long Term Care ( 35 )
Pension Transfers - Specialist ( 32 )
Financial Planning ( 145 )
Financial Mentoring ( 32 )
Financial Coaching ( 12 )
( 3 )
Reviewers' assets
£500k+ ( 65 )
£200k - £500k ( 43 )
£100k - £200k ( 27 )
( 1 )
£50k - 100k ( 13 )
Up to £50k ( 9 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed financial advise after receiving ill health payment
How has Nick Swartout helped you?
he always helps us with the best options available, and makes sure we understand exactly what were doing and why
Have you seen the outcome you were hoping for?
yes,
What could they have done better?
we have had the best advice we could of hoped for and are very happy with Nick.
Nick:
Dear John and Janet, Thank you both for taking the time to leave such kind feedback. I really appreciate your words and am so pleased to know that you have felt well-supported throughout. It has been a privilege to work with you, particularly during what I know was a challenging time. I am glad we have been able to navigate the options together and that you now feel confident in the plans we have put in place. As always, please do not hesitate to get in touch if you need anything at all.Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were recommended by a friend many years ago.
How has Nick Swartout helped you?
Massively especially since my lovely husband died.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can’t think of anything better.
Nick:
Dear Valerie, Thank you so much for your kind words and for taking the time to leave such a heartfelt review. It truly means a great deal to me. I feel very privileged to have been able to support you over the years following John's passing, especially during such a difficult time in your life. Your resilience and trust have always stood out, and it's been an honour to help bring you some peace of mind through your financial planning. I’m so glad to hear you feel confident and on track. As always, I’m here whenever you need to ask questions or talk things through. Please don’t hesitate to reach out at any time. Best wishes, NickReview
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to protect some money from inheritance tax.
How has Nick Swartout helped you?
Nick has advised on the best ways to do this.
Have you seen the outcome you were hoping for?
Yes I am very happy with what has been set up.
Nick:
Thank you, Sally-Anne, for your thoughtful review. I’m delighted to hear that you’re happy with the inheritance tax planning solutions we’ve put in place. It’s always a pleasure working with you and Nick, and I appreciate your trust in my advice. If you ever have any further questions or need anything, don’t hesitate to reach out. Looking forward to catching up in our next review!Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
recommendation
How has Nick Swartout helped you?
He understands our circumstdnces
Have you seen the outcome you were hoping for?
yea
What could they have done better?
nothing
Nick:
Thank you, Emma, for your kind words and for taking the time to leave a review. I really appreciate your trust in my advice and services over the years. It’s great to hear that you feel confident and comfortable discussing your financial needs with me, and that you’ve seen the outcomes you were hoping for. If you ever have any questions or need anything, don’t hesitate to reach out—I’m always happy to help. Looking forward to catching up at your next review!Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Has been our adviser for years.
How has Nick Swartout helped you?
Help us with lots of different planning over the years as our needs have changed.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing always helpful and able to answer our questions
Nick:
Thank you, Clare, for your kind words and continued trust over the years. It’s been a pleasure supporting you, Garry and the children through different stages of financial planning, and I’m delighted to hear that you feel confident about your progress. If there’s ever anything more I can do to help, don’t hesitate to reach out. Looking forward to our next catch-up.