Nicola Conway

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

Was initially going through a divorce and I was recommended by my solicitor at the time to use Nicola as she and her company came highly recommended.

How has Nicola Conway helped you?

Nicola helped me with getting a mortgage capacity report that was needed for the divorce case. Nicola has also helped me to secure a mortgage for a house also and very happy with the service provided.

Have you seen the outcome you were hoping for?

Yes I have seen the outcome and the outcome was spot on

What could they have done better?

Nothing as there were no faults and the service was top quality. Definitely use Nicola and the company again for further financial assistance if needed.

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

I decided to take early retirement and wanted help to consolidate two pensions from my previous employer as well as financial planning on taking a third superannuated pension early.

How has Nicola Conway helped you?

Nicola carried out all the 'leg work' in contacting previous pension companies and arranging to consolidate my pensions into one wealth fund. She gave me advice on tax implications and how I could invest my lump sum from my superannuated pension into my new wealth account

Have you seen the outcome you were hoping for?

Yes - all consolidated into one wealth fund which is now earning interest at a good rate.

What could they have done better?

Nothing!

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

Transfer pensions to a better scheme.

How has Nicola Conway helped you?

Friendly, clear and approachable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

We needed to speak to someone to advise us on equity mortgage and we were told to speak Nicola and she was most helpful and efficient and very friendly also very professional first class

How has Nicola Conway helped you?

We decided to take her advice and go a head with her recommendation she was fantastic in all aspects of her help and experience

Have you seen the outcome you were hoping for?

Yes everything was fine thank you

What could they have done better?

Nothing

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

Initially I need assistance with renewing my mortgage.

How has Nicola Conway helped you?

I have renewed my mortgage previously with Nicola and also invested into an ISA. Nicola has also recently assisted my with a new mortgage for a property I was purchasing.

Have you seen the outcome you were hoping for?

Yes I am very happy with Nicola’s advice and help. She has explained everything thoroughly and made me feel at ease when switching to a new mortgage that was the best deal with me.

What could they have done better?

Nothing Nicola was brilliant from start to finish.