The choice of a financial advisor is one of the most significant decisions on approach to retirement .I chose Nick on the basis of a personal recommendation and on our initial meeting. I have been impressed with his subsequent work. For example - there have been investment decisions to my benefit which have reduced Nick's total fees and commission. Figures show that overall - Nick's work has more than saved the cost of his fees. yes

Pensions and investments are a minefield and financial advice is essential. Explaining the various schemes for investments both benefits and pitfalls. Good all round discussion and Nick is a very knowledgeable advisor

I had a range of pensions and investments that were not doing particularly well; they needed a bunch of streamlining, with several products needing to move to more appropriate and cost-effective areas. Nick reviewed the whole portfolio, in line with my needs, and delivered a manageable and stable portfolio, that produces great returns. Yes, my overall returns have seen a marked increase, which I am over the moon about!. What could they have done better? In all honesty, nothing. I gave Nick a tight working brief, he helped me to adjust and develop that brief, whilst coming up with some great ideas, so he certainly ticked all the boxes for me

I came to know Nick through a mutual client, was impressed by him and turned to him when I became dissatisfied with the unpredictability of the service I received from my previous financial advisor. Primarily pension and retirement planning. Would recommend