Nia Sterio

Review from verified client

October, 2024

What were the circumstances that caused you to initially look for an adviser?

I had my own company and wanted to setup a Pension

How has Nia Sterio helped you?

Pension reviews

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2024

What were the circumstances that caused you to initially look for an adviser?

clear guidance

How has Nia Sterio helped you?

explained options available

Have you seen the outcome you were hoping for?

Long term - yes

Review from verified client

October, 2024

What were the circumstances that caused you to initially look for an adviser?

Planning retirement.

How has Nia Sterio helped you?

Information on when I could afford to retire

Have you seen the outcome you were hoping for?

Unfortunately not. But can make plans.

What could they have done better?

Nothing

Review from verified client

October, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension age

How has Nia Sterio helped you?

By explaining how it works

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot I don’t think

First impression from a user who is not yet a client

August, 2024

Please provide a brief comment about your experience with Nia

Very professional.

Nia's reply

Thank you Jane, looking forward to our next meeting. Kind Regards Nia

Review from verified client

August, 2024

What were the circumstances that caused you to initially look for an adviser?

I looked for an independent pension advisor as I had a pension transfer due to divorce and wanted to invest for my future.

How has Nia Sterio helped you?

By advising me of my best options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothung

Nia's reply

Hi Deborah, Thank you for taking the time to complete the questions, the feedback is greatly appreciated. I look forward to our next review meeting, but i am available at any point if you have any questions let me know. Kind Regards Nia

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement and looking for advice

How has Nia Sterio helped you?

Produced a profit on investment

Have you seen the outcome you were hoping for?

We would all like more but realistically we are happy

What could they have done better?

Nothing

Nia's reply

Hi Bob, Thank you for taking the time to complete the questionnaire. I look forward to our next review meeting, but in the meantime enjoy that winter sunshine and you know where i am if you have any queries throughout the year please don't hesitate to get in touch. Kind Regards Nia

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Advice about pension planning and responsibilities

How has Nia Sterio helped you?

Nia has been very helpful, clearly explaining everything and listening to our concerns.

Have you seen the outcome you were hoping for?

Yes

Nia's reply

Hi Lorraine, Thank you for taking the time to complete the questionnaire, its greatly appreciated. I look forward to our next meeting but i'm always available at any point if you have any questions please don't hesitate to get in touch. Kind Regards Nia

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Having a portfolio of pensions that needed consolidation.

How has Nia Sterio helped you?

Nia has continued the performance review of the the consolidated pensions

Have you seen the outcome you were hoping for?

Yes, my pensions are more easily understood and I feel that i know what to expect from them when I do retire

What could they have done better?

Nothing - happy with the service received and feel that I can approach Nia with additional questions at any time outside of the scheduled reviews.

Nia's reply

Hi Tim, Great to speak to you, thank you for taking the time to complete the questionnaire. Look forward to our next meeting, but please don't hesitate to get in touch if you need any further help. Kind Regards, Nia

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

My previous advisor moved to another company and I wanted to bring my investments together into more a more manageable arrangement.

How has Nia Sterio helped you?

Nia is friendly, business like and explains to me how to achieve what I require.

Have you seen the outcome you were hoping for?

Yes, I am happy with the outcome.

Nia's reply

Hi Susan, Thank you for taking the time to complete the questionnaire. Great to speak to you Look forward to our next meeting Kind Regards, Nia

First impression from a user who is not yet a client

May, 2024

Please provide a brief comment about your experience with Nia

Nia came to our house for our initial visit. She was very professional and listened to exactly what we wanted to achieve. Nia ensured we understood about the process and has been very quick to respond to our messages. Very impressed so far!

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Review of pensions

How has Nia Sterio helped you?

Yearly reviews and advice

Have you seen the outcome you were hoping for?

Happy so far

What could they have done better?

Not sure

Nia's reply

Hi Keith, Thank you for taking the time to complete the questionnaire. We have our annual meeting but if you have any issues in the meantime please don't hesitate to get in touch Kind Regards Nia

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

I had a number of work pensions in different places and I wanted to consolidate them in to one plan.

How has Nia Sterio helped you?

The pensions are in one pot and I understand a lot more about how the future looks once I retire.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing. You can ask any question at any time and no question is stupid (I know nothing about pensions whatsoever).

Nia's reply

Thank you for taking the time to complete the survey Michael, it's greatly appreciated. Look forward to our next annually meeting. Kind Regards Nia

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Desire to maximise growth potential of investments

How has Nia Sterio helped you?

Nia advised me on the best course of action to achieve my goal

Have you seen the outcome you were hoping for?

This is a long-term strategy but so far it is going to plan

Nia's reply

Hi Tony, Thank you for taking the time to complete the survey. Your feedback helps us keep providing the best service. Look forward to our next meeting, any issues in the meantime please don't hesitate to get in touch. Best Wishes Nia

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Wanting tax efficient savings and better returns than standard savings account

How has Nia Sterio helped you?

Advising on the most approriate stocks and shares ISA for my situation

Have you seen the outcome you were hoping for?

The returns have been disapointing, although have recently improved

What could they have done better?

Not sure? Returns seem to reflect the general movement in the stock market

Nia's reply

Hi Rod, Thank you for taking the time to provide feedback, it's greatly appreciated. It has been a volatile couple of years regarding the markets, but it is now looking positive and we're managing the plans to provide as much growth as possible. If there is anything else we can do to help please don't hesitate to get in touch. Kind Regards Nia

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Needed advice on the best way to take a retirement income from my pension

How has Nia Sterio helped you?

By investing my pension pot in the best way for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything is good don’t believe it could be better.

Nia's reply

Thank you Paul. Look forward to our next meeting, please don't hesitate to get in touch in the meantime if you have any queries. Kind Regards

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

I retired and needed advice

How has Nia Sterio helped you?

She did her job as expected

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I did receive an email but there was nothing on it

Nia's reply

Hi Charles, Thank you for taking the time to complete the questionnaire. Regarding your response as to not being sure if you're on track with your pension goals, we can run some cash flow reports to ensure you're on track for what you expect from your investment. I'll be in touch via email and we can discuss further. Kind regards Nia

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

It was advice on my parents inheritance

How has Nia Sterio helped you?

Always there with clear advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing,very satisfied with the help we received

Nia's reply

Hi Christine, Lovely to speak to you. Thank you for completing the questionnaire. Just to clarify our fees are a percentage of the investment. If you have any queries, please don't hesitate to get in touch. Kind Regards Nia

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Previous advisory firm went bust.

How has Nia Sterio helped you?

With sorting out my financial needs

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

Nia's reply

Hi Marcelo, Thank you for taking the time to complete the questionnaire. Glad we can be of service to you. We'll be in touch next year for your annual review but please don't hesitate to get in touch if you have any queries. Kind regards Nia

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Had a lump sum of money when Steve retired and didn’t know what to do with it ourselves

How has Nia Sterio helped you?

She comes to see us every year and explains everything about our investments

Have you seen the outcome you were hoping for?

Probably would like to see a bit more money being made from our investment

Nia's reply

Thank you for taking the time to complete the survey Karen, look forward to our next review. Kind Regards Nia

First impression from a user who is not yet a client

March, 2024

Please provide a brief comment about your experience with Nia

She was professional, knowledgeable and informative

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

When due for retirement to look at how best to manage savings and pension pot

How has Nia Sterio helped you?

To have a savings plan and pension to draw down when I feel the need to

Have you seen the outcome you were hoping for?

yes

Nia's reply

Hi Susan, Great to see you again, Thank you for taking the time to leave a review. Look forward to our next meeting, if you have any questions in the meantime please don't hesitate to get in touch. Kind Regards Nia

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement lump sum from works pension

How has Nia Sterio helped you?

With investments that fit my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with service we get

Nia's reply

Hi Eric, Great to speak to you and Peggy, thank you for taking the time to review. Please don't hesitate to get in touch if you have any questions. Kind Regards Nia

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I needed good advise as I neared retirement

How has Nia Sterio helped you?

She has advised me on the financial choices I must take as I navigate my way through the many different plans that are available .

Have you seen the outcome you were hoping for?

Yes I feel I am very much in control and on the right track, because of her guidance

What could they have done better?

I am quite happy with all aspects of the service.

Nia's reply

Hi Steven, Thank you for taking the time to review. Look forward to our next meeting. Any issues between now and then please don't hesitate to get in touch. Thanks Nia

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I was not happy with my previous investment portfolio

How has Nia Sterio helped you?

Nia takes time and effort to explain and carefully ensure I have understood the position I am currently in.

Have you seen the outcome you were hoping for?

No, but the current financial markets are responsible for this.

What could they have done better?

Nothing.

Nia's reply

Hi Susan, Great to see you at your annual review meeting. Please don't hesitate to get in touch if you have any questions or queries. Kind Regards Nia

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Being enrolled in my companies private pension

How has Nia Sterio helped you?

She has taken charge of my pension account and advised how to manage it

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Nia's reply

Hi Nicola, Thank you for taking the time to review. Look forward to our next meeting. Any issues between now and then please don't hesitate to get in touch. Thanks Nia

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I have always taken advice from IFA's and moved to Beaumont several years ago.

How has Nia Sterio helped you?

Annual reviews of pension scheme.

Have you seen the outcome you were hoping for?

Yes my pension is being properly managed.

What could they have done better?

Nothing.

Nia's reply

Thanks Roy, Great to catch up at our review meeting. Kind regards Nia

First impression from a user who is not yet a client

March, 2024

Please provide a brief comment about your experience with Nia

Nia, is knowledgeable and friendly. I enjoyed our talk.

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

We had a pension pot in a high street pension provider that hadn't performed well in years. We decided to try to make more of the investment and asked our Business Banking advisor if he could recommend anyone.

How has Nia Sterio helped you?

She has provided clear, honest advice in a friendly, approachable way and offers ideas without pressure. She is also very easy to contact by phone or in person.

Have you seen the outcome you were hoping for?

Definitely yes. Our investment took a dip after COVID but is improving again now and we are happy to continue the investment with no plans to change for the foreseeable future.

What could they have done better?

I feel that they are providing everything they can. The funds have recently been changed, and we have seen the benefits of this very quickly. Also the mobile app is very reliable, and a fabulous resource between review appointments.

Nia's reply

Great to see you again Andy & Beverley. Thank you for taking the time to leave a review. Look forward to our next meeting. Regards Nia

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

We had inherited property and needed advice on the best way to invest

How has Nia Sterio helped you?

Mia explains everything very clearly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Nia's reply

Hi Margaret, Thank you for taking the time to leave a review. Glad we've been able to help and look forward to our next meeting. Kind Regards Nia

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Needed help for pensions

How has Nia Sterio helped you?

Managed my pension

Have you seen the outcome you were hoping for?

So far

What could they have done better?

Nothinh

Nia's reply

Thank you for your review Steven. Look forward to our next meeting. Kind Regards Nia

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

I have a small pension fund and I wanted advise on the best investment and drawdown options to maximise my income.

How has Nia Sterio helped you?

reviewed my risk strategy and looked at annuity returns as an option.

Have you seen the outcome you were hoping for?

No. So far my Pension investments have not increased to cover my costs.

Nia's reply

Thank you for your review, Roy. Once we have all the details on your pensions, we'll look to produce cash flow reports to ensure you're on track with your goals. Look forward to speaking to you soon to discuss. Thanks Nia

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Advise on pension

How has Nia Sterio helped you?

Nia has gained are trust and is very professional and passionate about her work, giving us good advice and answering all queries promptly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Nia's reply

Thanks David, speak in the new tax year. Any issues before then don't hesitate to get in touch. Thanks Nia

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

To maximise my investments

How has Nia Sterio helped you?

By providing timely, professional advice

Have you seen the outcome you were hoping for?

yes

Nia's reply

Thanks Neil, look forward to your next review meeting. Regards Nia

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Money was making not very much interest in a standard account. Wanted someone to suggest good options which suited us and keep an eye on what was happening with the investments. Pick up on when things were not going as well as we would like. Someone to explain the jargon.

How has Nia Sterio helped you?

Responded to a call for a review and has suggested alternative products. Progress to be reviewed in a few months. Easy to talk to and understands our concerns.

Have you seen the outcome you were hoping for?

with Isa's but pension performance has been very disappointing. Good to have someone who we can contact to discuss concerns and who can suggest better options.

What could they have done better?

Nothing, but I wish the poor performance of the pension fund could have been picked up quicker by the company, as it has not been doing very well for a while. Long before Nia became our adviser.

Nia's reply

Hi Alyson Thank you for taking the time to review. As disused in the meeting I'm hoping this year will be better regarding overall performance. Please don't hesitate to get in touch in the meantime if you require any further help and advice. Thanks Nia

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Pensions weren’t performing and I was looking for somewhere to put my money

How has Nia Sterio helped you?

In future income for my retirement

Have you seen the outcome you were hoping for?

I have but at the moment funds aren’t performing

What could they have done better?

Funds making more as all funds at the moment are losing money

Nia's reply

Hi Stephen, Thank you for yours and Valerie's review. Look forward to our next review meeting. Thanks Nia

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Joined as my husband was already a client

How has Nia Sterio helped you?

She has helped us on future income to draw off

Have you seen the outcome you were hoping for?

No as most funds are struggling we have not had the results we would like

What could they have done better?

Find better returns as all people would like

Nia's reply

Hi Valerie, Thank you for taking the time to review. Look forward to our next meeting. Any issues between now and then please don't hesitate to get in touch. Thanks Nia

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Nia Sterio helped you?

Kept me informed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Nia's reply

Hi Peter Thank you for taking the time to review. Look forward to our next meeting. Thanks Nia

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I had our life savings to invest

How has Nia Sterio helped you?

Has reassured me that the past poor performance of our investments should hopefully start to improve as far as can be predicted.

Have you seen the outcome you were hoping for?

No

What could they have done better?

A little growth in our investment would have been nice lets hope that things start to improve

Nia's reply

Hi Stuart & Julia Thank you for taking the time to review. As discussed, I'm hoping this year, we will see an improvement on performance. Look forward to our catch-up review in April. Thanks Nia

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

To manage my money

How has Nia Sterio helped you?

By giving me options on what to do with my pension n

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Nia's reply

Hi Andrew, Thank you for your review. Glad I was able to help. Thanks Nia

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I am taking early retirement and want to understand the pro's and con's for doing so, many of which have financial implications.

How is Nia helping you?

I am due to finish full time work in March 2024, Nia has offered to walk me through a review prior to that date. I feel that the advice she is giving me is good and based on experience.

Have you seen the outcome you were hoping for?

I certainly feel more confident about the financial implications and processes of taking early retirement

What could they be doing better?

I have been with Beaumont Wealth for a couple of years however Nia has only recently become my financial advisor hence my current quite conservative scores. I am sure that I will be able to increase these scores as my working relationship with Nia builds.

Nia's reply

Hi Ben, Thank your for your review. Look forward to our next meeting in March 2024. Thanks Nia

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement age with some pension provisions but needed advice on how to utilise and progress.

How has Nia Sterio helped you?

Nia has helped with her financial knowledge and always being available to advise and guide me through any query/request I may have had and I think always a pleasure to deal with.

Have you seen the outcome you were hoping for?

Yes, the outcome is everything I was hoping for.

What could they have done better?

For me……..nothing

Nia's reply

Hi John, Thank you for taking the time to review. Look forward to our next meeting. Thanks Nia

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Had several employment pensions and insurance based lump sums. They needed consolidating in a tax efficient way.

How has Nia Sterio helped you?

General advice at annual reviews

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot

Nia's reply

Hi Clive, Thank you for taking the time to review. Look forward to our next review meeting. Thanks Nia

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension Investment

How has Nia Sterio helped you?

monitoring investments

Have you seen the outcome you were hoping for?

Recovering post covid

What could they have done better?

Nothing

Nia's reply

Thank you for your review Helen, look forward to speaking to you at the next review meeting.