Testimonials
Read some of the feedback received from clients.I can only highly recommend Nick. Working with him, as our family wealth manager, has been such a positive change compared with previous advisers. He has invested the time to understand well our situation and has provided a clear visual plan of the family’s financial future and to achieve our long t...
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Nick believed in me and helped me put together a plan to achieve financial stability and plan for the future. I am so happy that we have met and that we continue to work together towards my evolving financial goals. I managed to save for my goals we had set at the initial plan. As circumstances chan...
Nick has been a simplifier, having moved to the UK we needed some assistance in understanding financial and pension options with all the tax implications etc. He was able to share what products would be right for us and why after understanding our risk and lifestyle needs. He always gives the clari...
Totally reviewed my circumstances and advised me on the correct way to invest my money for growth, and also manage my pensions effectively. These had just been sat in old employer schemes without much attention or growth. The performance has been great and it is comforting to have someone looking af...
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Nick has been terrific at helping my wife and I through the pension minefield and has helped us optimise existing pensions and assets to make these work harder. He has also helped us come up with a strategy - formulating a clear visual plan to become financial secure and give us the opportunity step...
When I met Nick nearly 5 years ago I quickly realised that here was someone who I could actually relate to - someone who would confidently reassure me and patiently listen to my naive questions around stocks, shares and pensions. It’s been a very transformative few years for me personally, from purc...
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Nick was instrumental in my strategic review if all my estate and financial planning in the midst of incredibly complex contexts. Thanks to Nick I have maximised all the benefit from investments, pension, protection, and overall estate in a way that wouldn’t have been possible without his contributi...
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Having worked with Nick for over 4 years now, I cannot recommend him highly enough. Nick and I first met over a coffee to discuss my situation, my values, aspirations and goals with regards to financial planning. Nick listened. During our first chat, we touched on the range of services to which Nick...
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Nick reviewed each of my pension plans provided constructive data/evidence to support my decision to consolidate some and leave one to continue in its own right due to the type of plan. 100% wish I had met Nick years ago he speaks in plain English so that I can understand the financial and legal ter...
He is clearly an expert in what he does, but explained things in a very clear, easily understood manner. There was no pressure to commit to making the investments and was very patient with my many questions. He provided very clear guidance.
I have had the pleasure of working with Nick over the last few years and he has been instrumental in putting my financial planning into a healthy state.
Nick has advised and enabled me to optimise my existing pensions and assets to make them work harder, helped me to formulate a clear ...
