Nigel's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 2 )
Pensions ( 53 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 28 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 32 )
Financial Mentoring ( 8 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 5 )
£100k - £200k ( 7 )
Up to £50k ( 4 )
£50k - 100k ( 7 )
Review
by a verified client in London
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting close to retirement and thought I should get my pensions and savings sorted out having never talked to a professional before.
How has Nigel Shaffer helped you?
Advised on transferring pension and consolidating investments.
Have you seen the outcome you were hoping for?
Yes - although obviously very dependent on state of stock markets which has been somewhat up and down in the past 4 years.
What could they have done better?
Not sure there is anything. Nigel is always very responsive and helpful.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Nigel
Nigel clearly explained the review process and charges making it an easy decision to go forward. He has kept to the advised the schedule and look forward to receiving his proposal.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to get more prepared for our retirement - making sure our investments were aligned with our risk appetite and growth requirements.
How has Nigel Shaffer helped you?
Nigel has been assisting with doing a full review of our financial planning within the context of our life plan.
Have you seen the outcome you were hoping for?
Too early to say - but very pleased with the outputs so far
What could they have done better?
Nothing to note
Nigel:
Thank you Mark for such a detailed and positive review. We know how Retirement planning is difficult for some people so it is great that you feel you are on the right path and I am happy that our working relationship has got off to a good start. In particular I am pleased that you are relaxed in talking about sensitive life issues . . I looking forward to seeing you continue to enjoy your working years and trust that our work together will pave the way towards a happy and comfortable retirement.Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some money which we wanted advice on with a view to invest for our future
How has Nigel Shaffer helped you?
We found him very helpful, trust worthy and good advice
Have you seen the outcome you were hoping for?
Middle of the road
Nigel:
Thank you Jaqueline for such a detailed and positive review. We know how Retirement is difficult for some people so it is great that you feel you are on target to achieve your financial goals. In particular I am pleased that you have been comfortable in our work together . Being honest and trustworthy is a fundamental part of a flourishing Client Adviser relationship. I am happy that you are comfortable to refer and would welcome any new introductions moving forward . I looking forward to seeing you continue to enjoy your retirement years and working with you in the futureFirst impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Nigel
Nigel reviewed my current financial position and options on retirement clearly and thoroughly and I felt reassured making decisions about the future.
Nigel:
Caroline Thank you so much for your kind comments . In particular I am so happy that you feel comfortable that you are on target to achieve your goals. I look forward to working with you