Nia's reviews
Reviewed for
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 19 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 15 )
£100k - £200k ( 19 )
Up to £50k ( 3 )
£50k - 100k ( 7 )
Review
by a verified client in Gwynedd
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was without an advisor and I am on my own it was helpful to have someone to talk to.
How has Nia Sterio helped you?
Nia has been very helpful in getting my affairs into order and always explained everything to me, in a very friendly and professional manner.
Have you seen the outcome you were hoping for?
Yes, I am happy with how my finances are now in order.
What could they have done better?
I am happy with the advice I have been given
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions/ saving for the future
How has Nia Sterio helped you?
Excellent advice on all fronts
Have you seen the outcome you were hoping for?
Yes (subject to various international crises that have affected all pensions in recent years).
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate a number of company pensions into 1 pot for ease of access.
How has Nia Sterio helped you?
She has given me clear and valid advice and has kept me up to date of what’s happening in the world of finance.
Have you seen the outcome you were hoping for?
Mostly, but that is more to do with outside forces than anything Nia done. (Thanks Donald)
What could they have done better?
Nothing really.
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to combine a number of pensions and explore my retirement options
How has Nia Sterio helped you?
Nia has expertly guided me through all the options available and which were the best fit for my circumstances as I approach retirement, the information and advice was clearly explained allowing me to make decisions that were the best fit for my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I got all I needed
Review
by a verified client in Wrexham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retiring ,having savings and a lump sum in what to do with it for the future
How has Nia Sterio helped you?
making sure investments and pension plan are best for me
Have you seen the outcome you were hoping for?
With changes to the world it is the best at present
Nia:
Hi Susan, Thank you for taking the time to complete the questionnaire and provide feedback. Please don't hesitate to get in touch if you have any issues throughout the year Thanks Nia