Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 21 )
Pensions ( 185 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 154 )
Investments and Savings ( 214 )
Pension Transfers - Non Specialist ( 52 )
Inheritance Planning ( 120 )
Long Term Care ( 34 )
Pension Transfers - Specialist ( 32 )
Financial Planning ( 143 )
Financial Mentoring ( 31 )
Financial Coaching ( 12 )
( 2 )
Reviewers' assets
£500k+ ( 65 )
£200k - £500k ( 43 )
£100k - £200k ( 27 )
( 1 )
£50k - 100k ( 13 )
Up to £50k ( 9 )
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to protect some money from inheritance tax.
How has Nick Swartout helped you?
Nick has advised on the best ways to do this.
Have you seen the outcome you were hoping for?
Yes I am very happy with what has been set up.
Nick:
Thank you, Sally-Anne, for your thoughtful review. I’m delighted to hear that you’re happy with the inheritance tax planning solutions we’ve put in place. It’s always a pleasure working with you and Nick, and I appreciate your trust in my advice. If you ever have any further questions or need anything, don’t hesitate to reach out. Looking forward to catching up in our next review!Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
recommendation
How has Nick Swartout helped you?
He understands our circumstdnces
Have you seen the outcome you were hoping for?
yea
What could they have done better?
nothing
Nick:
Thank you, Emma, for your kind words and for taking the time to leave a review. I really appreciate your trust in my advice and services over the years. It’s great to hear that you feel confident and comfortable discussing your financial needs with me, and that you’ve seen the outcomes you were hoping for. If you ever have any questions or need anything, don’t hesitate to reach out—I’m always happy to help. Looking forward to catching up at your next review!Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Has been our adviser for years.
How has Nick Swartout helped you?
Help us with lots of different planning over the years as our needs have changed.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing always helpful and able to answer our questions
Nick:
Thank you, Clare, for your kind words and continued trust over the years. It’s been a pleasure supporting you, Garry and the children through different stages of financial planning, and I’m delighted to hear that you feel confident about your progress. If there’s ever anything more I can do to help, don’t hesitate to reach out. Looking forward to our next catch-up.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Nick
Nick has always given us valuable information regarding our finances in a patient and friendly manner both for present living and for future planning.
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to discuss my finances for the future
How has Nick Swartout helped you?
He has given me great advice on savings and pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Nick:
Thank you, David, for your fantastic review and for trusting me with your financial planning over the years. I’m really pleased to hear that you’re happy with the advice and feel confident about your future. It’s always a pleasure working with you and Karin, and I look forward to continuing to support your financial goals. If you ever have any questions, don’t hesitate to get in touch!