Nathan Attwood

Nathan Attwood

Argentis Wealth Management

Nathan's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 52 )

Retirement income (annuities, drawdown) ( 41 )

Investments and Savings ( 64 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 24 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 46 )

Financial Mentoring ( 12 )

Financial Coaching ( 1 )

( 3 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 22 )

£100k - £200k ( 4 )

Up to £50k ( 4 )

£50k - 100k ( 3 )

Review

by a verified client in Suffolk

6 days ago

Overall

Advice

Service

Value

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

Nathan was recommended by our previous IFA who retired

How has Nathan Attwood helped you?

Nathan has reviewed our investments regularly and is currently helping us with a surrender of funds from an older investment. We appreciate his support and patience.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We are confident that Nathan has done everything meticulously.

Nathan:

Thank you for taking the time to leave myself a positive review, this is very much appreciated. Kind regards Nathan
Review

by a verified client in Essex

a month ago

Overall

Advice

Service

Value

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

I needed to keep my pension under review.

How has Nathan Attwood helped you?

Nathan has always kept me up to date with regular reviews and explained clearly any governmental and taxation circumstances which would affect my pension.

Have you seen the outcome you were hoping for?

To date the management of my pension scheme has been good.

What could they have done better?

I rely on the expert's advice and currently I am pleased with the way that is communicated and handled.

Nathan:

Thank you for taking the time to leave myself a positive review, much appreciated regards Nathan
Review

by a verified client in Suffolk

a month ago

Overall

Advice

Service

Value

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

This happened a long time ago and I was advised by my accountant, the adviser was know to me.

How has Nathan Attwood helped you?

Always contactable and prepared to come out to see us, advised on family and business money planning.

Have you seen the outcome you were hoping for?

Not always, but these are outcomes that a not always in our or Nathans control. ( changes in government).

What could they have done better?

I think he has done pretty good.

Nathan:

Thank you for taking the time to leave such a positive review, kind regards Nathan
Review

by a verified client in Suffolk

a month ago

Overall

Service

Advice

Value

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

The need for professional advice

How has Nathan Attwood helped you?

yes.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Made the stock market double or give me the winning lottery numbers..... Nathan's doing his job well. What a stupid question.

Nathan:

Thank you for taking the time to leave a positive review, its greatly appreciated. Kind regards Nathan
Review

by a verified client in Essex

a month ago

Overall

Advice

Service

Value

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

Some years ago I received the proceeds of a divorce settlement and needed advice on investing.

How has Nathan Attwood helped you?

Nathan has kept me up to date with tax changes and advised on arranging my affairs accordingly, including selling shares.

Have you seen the outcome you were hoping for?

Yes Nathan's advice has achieved the right outcome.

What could they have done better?

Nothing I can think of.

Nathan:

Thank you for taking the time to leave myself such a positive review, its very much appreciated. regards Nathan