Nikki Zammit

Nikki Zammit

Realise Wealth Management Ltd

Nikki's reviews

Reviewed for

Insurance and Protection ( 13 )

Mortgages ( 6 )

Pensions ( 29 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 27 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 13 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 30 )

Financial Mentoring ( 9 )

Financial Coaching ( 7 )

( 1 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 6 )

£100k - £200k ( 6 )

Up to £50k ( 1 )

£50k - 100k ( 5 )

( 1 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Nikki

Nikki did not contact me. Was he given my details?

Nikki:

Hi there, thank you for the feedback provided. Apologies that Nikki has not yet been in contact, we understand that you did speak with someone from his team, who has passed on your details and an overview of your discussion with them. Nikki is due to give you a call tomorrow to discuss this further.
Repeat review

by a verified client in London

6 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nikki Zammit helped you since your last review?

Nikki has been outstanding and his service is first class. Patient, approachable, pro-active, knowledgeable and seemingly always on hand. I can not recommend him highly enough.

Repeat review

by a verified client in Middlesex

7 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nikki Zammit helped you since your last review?

To review our circumstances and check everything is performing as well as possible. To move funds into more appropriate products.

Repeat review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Nikki Zammit helped you since your last review?

Nikki has been fantastic with helping me understand and maximise my financial situation as we were doing a big house renovation and extension, given that there were not only cashflow challenges but tax implications too. He's also just been very supportive generally, especially given that we're both fathers of young families so he understands the context very well.

Review

by a verified client in London

8 months ago

Overall

Advice

Service

Value

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

Inheritance and change of circumstances with existing adviser

How has Nikki Zammit helped you?

Amalgamated separate pensions and savings to work more efficiently and effectively.

Have you seen the outcome you were hoping for?

We have, investments have been reliable even during downturns.

What could they have done better?

Not a lot at all, Nikki has always explained all options very clearly and given us choices that suit us.