Nick Hooper - Financial Adviser
High Wycombe
High Wycombe
Rated Excellent on TrustPilot - https://uk.trustpilot.com/review/nickhooper.co.uk
I'm a friendly, fully independent financial adviser who specialises in Ethical and 'Green' portfolios for pensions and ISAs, as well as protecting young families and ensuring they have adequate cover in place.
Show more
Be the first to leave a review for Nick Hooper - Financial Adviser.
What do you love most about your job?
Helping people have a better relationship with their money, and enabling them to remove the stresses that money can bring. Helping someone understand when they can retire, or how much they need to add to their savings each month to buy that big house at the end of the road is very rewarding, as its a measurable and real impact that i have had on the client.
What inspired you to start your own business?
The ability to chose the clients that I work with, charge them a fair and appropriate fee, and give me a better work-life balance to be able to spend time with my recently arrived baby girl, Eleanor.
Why should our clients choose you?
Of all the reviews that I have received on TrustPilot, the two most commonly used phrases are 'Friendly' and 'Trust'. I don't treat clients as transactional business opportunities, I build meaningful relationships with them and ultimately and make the interactions friendly, fun and informative. I always take the extra time fully explain the more complex aspects of any financial plan, and make sure that clients understand why I have made the recommendation that I have.
Can you provide your services online or remotely? If so, please add details.
Yes, I can provide advice entirely remotely over Zoom and telephone and will continue to offer this service after the end of Lockdown as well.
What changes have you made to keep your customers safe from Covid-19?
We have a new online portal that allows clients to:
Enter information and conduct a digital fact find;
Receive, store and sign electronic documents;
Share plan information and secure information; and
Track their investment portfolios.
Mortgage Advice (First Time Buyer / Home Mover)
Buying your first property can be a daunting task, and even moving home is recognised as one of the most stressful times for families.
I will search the whole of the market for the best fit mortgage for you, and look to get you a Agreement In Principle (AIP) as quickly as possible.
From there, I will handle the application and required documents for you and remove all the stress of dealing with the lender. I'm also happy to spend the extra time helping First Time Buyers understand the process, and answer any questions they may have about the process.
I charge a fee of £250 for this service.
Pension Review / Consolidation
I started my career at a specialist Pension provider dealing with complex pension planning, so this really is my 'comfort zone'.
I have a lot of experience of reviewing the numerous pensions that clients amass over their working careers, and showing them how to fold these into one efficient, appropriately invested scheme with a close eye on the fees involved.
I've done a lot of work recently with constructing Ethical portfolios for clients pensions, or Environmental, Social and Governance (ESG) based portfolios to ensure that their pensions are doing their part for the environment.
I'm also comfortable in using pension to purchase property, lend money to small businesses and other more complex planning.
My fee's for this work varies depending on the complexity of the case and the size of scheme, and can range from £750 up to £6,000.
