Latest Reviews
Investment
In collaboration with Mark Dean Wealth Management
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Stocks and cash accounts
Maria O’donoghue
Reviewed on 2024-07-01 17:15:31
Financial advice
In collaboration with Mark Dean Wealth Management
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Nicki advises my husband and myself on our investments and on financial planning in our retirement. I have known her for over 15 years and have full confidence in her judgment and knowledge. She has always been very supportive and helpful.
Beatrice Anne Impallomeni
Reviewed on 2024-06-15 17:42:15
Pension
In collaboration with Mark Dean Wealth Management
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Plans for retirement and investment of funds.
Nicki is the best FA I know, as she is professional, trustworthy, empathic, an excellent communicator and invaluable too. I have no hesitation recommending Nicki, due to the quality of service she provides.
Yvette Johnson
Reviewed on 2024-05-22 01:08:29
First- Time Investment Guidance
In collaboration with Mark Dean Wealth Management
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Nicki gave me excellent support and advice in an unprecedented time for me. She took the time to make sure I understood everything, and in the past year have been stunned with the progress I have made, thanks to her help. Not only does Nicki excel at her job, but as a person, she is extremely kind hearted and empathetic, and can’t thank/ recommend her enough!
amiiba0509
Reviewed on 2024-05-10 14:31:50