Nick Tattersall

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

Firstly my wife started taking pension due to myself dropping hours.Then I made a decision to retire at 60.

How has Nick Tattersall helped you?

Everything we have asked for and when we needed help Nick is always there.

Have you seen the outcome you were hoping for?

Yes more than happy

What could they have done better?

Can't think of anything

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

Early retirement and withdrawal of pension.

How has Nick Tattersall helped you?

Nick has helped us with all of our needs, even several that we hadn't event considered. He is very generous with his advice e and we have absolutely confidence in him.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

I needed to 'tidy up' my finances and assistance to plan my retirement.

How has Nick Tattersall helped you?

Nick took a full history of my current situation and my future requirements. He produced a comprehensive plan that met all my needs and with my agreement went on to make the necessary arrangements.

Have you seen the outcome you were hoping for?

Yes. It is still early days and the economy is in turmoil due to the Covid 19 pandemic however Nick has continued to advise and offer support, making tweaks as necessary.

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

Wanted to review my pension so I could adequately plan for the future.

How has Nick Tattersall helped you?

He reviewed all my current policies and amalgamated into one and sent a detailed report to show how this can best work to my advantage.

Have you seen the outcome you were hoping for?

Yes and more than happy with the investments by Nick.

What could they have done better?

Nothing as I was extremely satisfied with the service. He delivered a personal and professional service.

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

Having several DB schemes, I needed an adviser who could provide advice and facilitate the transfer of my pension arrangements to a suitable DC plan to enable my pension fund to pass to my family after my death.

How has Nick Tattersall helped you?

It was very clear at our first meeting that Nick had the specialist knowledge and experience to assist with my particular needs - through the delivery of a very professional, effective and efficient customer focused service, Nick addressed all my areas of need and provided me with that all important financial peace of mind - that my large pension pension fund would be available to my children after my death as opposed to just simply disappearing which would have represented very poor value for money.

Have you seen the outcome you were hoping for?

The recommended course of action that I have accepted and which is now is place satisfies everything I wanted from a flexible pension plan, which incidentally is what Nick advised would be the optimum outcome - all the boxes have been ticked!

What could they have done better?

Absolutely nothing! I found that Nick has excellent communication skills, he is a very good listener, friendly and puts the customer at ease.

Please provide a brief comment about your experience with Nick

Home visit, nice friendly discussion

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

A serious health condition in my 40's forced me to give up work. I sought advice to see whether it would be possible and judicious to access my pensions early.

How has Nick Tattersall helped you?

Nick assessed my existing pension provision, both defined benefit and defined contribution, and made recommendations for accessing and consolidating them in the most advantageous and efficient way according to my and my family's circumstances, which he took time and care to understand. Throughout, Nick was knowledgable, professional, friendly and helpful. My condition affects my concentration and Nick was always thorough in checking my understanding of various products, options for action and the advantages and disadvantages of each. I trust Nick's advice, think he's a really nice, personable guy and would recommend him to anyone.

Have you seen the outcome you were hoping for?

Absolutely. After several conversations examining the options, Nick moved as swiftly as the bureaucracy would allow, and my pensions have now been consolidated and are providing an income.

What could they have done better?

N/A

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

Needing help with investing savings over medium and long term periods. Also, we wanted help with life insurance

How has Nick Tattersall helped you?

He was brilliant at firstly listening and trying to feel for where we were at in life. What information we needed, what are motivations were and trying to give really sound advice without overwhelming us.

Have you seen the outcome you were hoping for?

Yes. Well hopefully. I feel confident in what we did together but really only time will tell. I think tellingly, I always looked forward to our meetings together and felt Nick was acting in our best interests.

What could they have done better?

I have no experience to compare Nick to so this question is difficult. Maybe one thing I remember is talking in depth about all different ideas and approaches and products etc etc and at the back of my mind I was always wondering the cost. It possibly could have helped me focus more on the discussion if the fees had been laid out in the beginning. But then again maybe not!

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

Pension planning

How has Nick Tattersall helped you?

Reviwed our situation and the products we had would meet our planned expectations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Nick

Very informative and knowledgeable, polite and helpful.

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

To seek advice on closing a Savings Bond

How has Nick Tattersall helped you?

He advised me as to the tax implications of the closure of the Bond.

Have you seen the outcome you were hoping for?

Most definitely,

What could they have done better?

In this case, absolutely nothing.

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

Rising transfer value on deferred pension.

How has Nick Tattersall helped you?

Nick fully explained my options, which I understood and appreciated his time and honesty during our consultation.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nick couldn’t have been any better explaining our options, he took time, answered questions as and when we put them forward! He probably went over and beyond, making sure we fully understood the options and process involved!

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

Our query, via a website who's address was given to us by our building society advisor put us in touch with a local company, which was followed up efficiently and diligently.

How has Nick Tattersall helped you?

Very pleased with the prompt, courteous & professional service we received from Nick as part of the Flying Colours team. Our initial meeting was held within the week and we felt that we could work with Nick without being pressurised. A full and in depth report was produced that clearly showed what Nick had told us was possible.

Have you seen the outcome you were hoping for?

It's a nice weight off our minds, having a potentially daunting financial scenario laid out in 'layman's terms', enabling us to act with confidence.

What could they have done better?

We are in our first year of working together and are completely happy with the levels of advice and communication we have recieved

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

Started to think about our future and what we needed to retire at a later date.

How has Nick Tattersall helped you?

Nick was amazing he explained everything looked at what we had, explained what wasn’t working for us. He was very thorough. He gave us confidence in how he explained things to us. He explained things in ways we could understand. He was exceptional.

Have you seen the outcome you were hoping for?

Yes we feel more confident in our preparation for retirement.

What could they have done better?

Nothing he was brilliant.

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

I needed some help and advice on how and where to invest money over the short, medium and long term, and to understand what options where available to me.

How has Nick Tattersall helped you?

Having taken time to understand what I wanted (and what I thought I wanted), Nick was extremely helpful and informative in explaining what options I had, and the risks/ merits against each. He was able to run through various 'life scenarios' that allowed me to make an educated and informed decision for my investments.

Have you seen the outcome you were hoping for?

Yes. I have now (with Nicks help) set up a number of savings/ investments that I am sure will suit my on-going needs. With Nicks guidance, these have been structured such to suit my current situation, but with flexibility to deal with any changes that may occur in the short/ medium terms.

What could they have done better?

Continue to give advice in a 'simple to understand' way that doesn't over-complicate it for the layman.

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

I recently moved home and changed my job. I wanted to ensure I had adequate cover for my change in circumstance.

How has Nick Tattersall helped you?

Gave advice on life assurance.

Have you seen the outcome you were hoping for?

Yes definitely. Feel a lot happier now I know I have enough cover in place and that my mortgage will be paid off should anything happen to me. Peace of mind so that I don’t have to worry about how my family will cope.

What could they have done better?

Nothing. Fantastic advice, explained things really clearly and understood my concerns.

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

Change in financial circumstances.

How has Nick Tattersall helped you?

With his honest and knowledgeable advice Nick helped us to choose a life assurance policy that will provide better cover and a much better outcome than the provisions we had in place previously.

Have you seen the outcome you were hoping for?

Yes I am more than happy with it.

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

I wanted some help to review my ISA and pension arrangements.

How has Nick Tattersall helped you?

Nick was very helpful and reviewed my details before he recommended the best thing to do.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Nothing