Nicholas's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 16 )
Pensions ( 77 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 10 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 13 )
£100k - £200k ( 11 )
Up to £50k ( 17 )
£50k - 100k ( 8 )
Review
by a verified client in Shropshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of personal and occupational pensions that I had accumulated over my working years and I now wanted to investigate how I could begin to consolidate them and take some income.
How has Nicholas Lue helped you?
Nicholas contacted all of the relevant schemes to ascertain what options were available. He then clearly and thoroughly explained what my options were and what he thought my best course of action was. Once we had agreed on the way forward, Nicholas then compared suitable products in order to ensure that I invested in the product that was most appropriate to me.
Have you seen the outcome you were hoping for?
Yes. I have received all income payments that I was expecting and there is a suitable level of protection in place.
What could they have done better?
Nothing springs to mind.
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension drawdown and general advice
How has Nicholas Lue helped you?
With both
Have you seen the outcome you were hoping for?
Yes and increased performance of portfolio
What could they have done better?
N/A
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment approx 10 years ago
How has Nicholas Lue helped you?
Financial planning for retirement
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Nothing everything was just fine
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pension
How has Nicholas Lue helped you?
Nik explained options, arranged appropriate transfer and continued to review and advise.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything has been done professionally.
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and sorting and consolidating finances
How has Nicholas Lue helped you?
Provided advice and information. Helped setting up and actioning transactions, movement of funds as required. Annual review of finances with independent advice
Have you seen the outcome you were hoping for?
Yes, finances have been controlled and directed to provide ongoing income for retirement
What could they have done better?
Service has always been good , professional and friendly so no improvements needed in our opinion