I am pleased to highly recommend Nick Roley as an outstanding financial advisor. Over the course of my time working with Nick, I have found him to be exceptionally knowledgeable, professional, and dedicated to helping me achieve my financial goals.
Nick takes the time to truly understand my financial situation, offering tailored advice that aligns with my unique needs and long-term objectives. He is a great listener and consistently takes a thoughtful, strategic approach to managing investments, retirement planning, and overall financial health.
What stands out most about Nick is his ability to explain complex financial concepts in a way that is easy to understand, allowing me to make informed decisions with confidence. His commitment to transparency and honesty has earned my trust, and I feel comfortable knowing that he has my best interests at heart.
- Paul MillsProduct Manager - DIRTT Connected Infrastructure Systems
I’ll start with the simple: Two years into our relationship, I have to say that Nick is a great adviser and helper, and the firm has been excellent, backed by a very good portfolio growth.
The act of working through this type of pension transfer/consolidation process is that there are a lot of sharks out there, and knowing who to trust is terrifyingly difficult. I used to be qualified as a financial adviser in the UK 20 years ago, so I knew some of the more pertinent questions to ask, but nowhere near all, so any advantage was effectively lost—both by time and the complexity of a move—and, in fact, made it more terrifying. I still needed to be extra cautious. I did lots of background verification, but at the end of the day, just because you can’t see a fin doesn’t mean there isn’t a shark there.
Nick is the sort of adviser that helps you build confidence and trust from the outset. As well as better fund performance, I needed a sherpa to guide me through the whole process, which included everything from finding lost pensions to merging and porting them into a better-performing structure within UK and US tax rules. That made my head hurt, but Nick and his team patiently (and I mean very patiently) explained and handled every step without a stumble. Everything "behind the curtain" was revealed up front without asking. Everything was backed by data and a great firm (especially with a bigger company behind them now).
The main thing I would say is that Nick is not at all pushy, is very patient, is happy to have (in my case) many phone/video conversations, is very knowledgeable and experienced, and is generally a very warm and pleasant person to deal with who is happy to share his expertise.
Since the start, I have been so impressed with him, and as a result, I now have a visible, well-performing, accessible asset that came from his guidance, which I am delighted with.
I have absolutely no hesitation in recommending Nick as your financial adviser and/or pension transfer expert and trust him 100%.
- Tim Pearce BSc(hons) ATP FPC MBCS CEng CITPHardware Architect, ServiceNow
I highly recommend Nick Roley to anyone seeking professional assistance with financial matters, especially complex ones like pension transfers. Nick recently helped me transfer my UK pension, and I was impressed by the thoroughness, expertise, and dedication shown throughout the process. He ensured I understood every step, leading to a smooth and stress-free experience. His in-depth knowledge of UK pension systems, combined with his excellent communication and attention to detail, made what could have been a daunting task incredibly manageable. Nick is a top-notch financial advisor, and I wouldn't hesitate to work with him again.
- Jonathan RodriguezWells Advisor at ExxonMobil
My husband and I have lived and worked for significant periods in both the UK and USA and so have built up assets and pension funds in both countries. As we approached retirement, we were looking for advice on how to manage the funds we had built up, what the tax implications in each country for taking our pensions would be, and the impact eventually on the estate we will pass to our children.
It was surprisingly difficult to find anyone with the expertise in both countries to help us. So it was with a great deal of relief that we were finally connected to Nick, whose calm and reassuring approach, in-depth knowledge, and ability to explain complex arrangements gave us a clear path forward. We have a very high regard for him and are pleased to recommend him to others.
- Joanna StorrarPartner at More Partnership
It is my pleasure to recommend Nick and AHR for their exceptional service in helping me transfer and manage my UK pension. Nick’s expertise and professionalism shone through as he helped locate my pension, explained my options, and also navigated a challenging transfer process within tight time constraints. I am grateful for his dedication and professionalism and would highly recommend him for his outstanding knowledge and commitment since becoming his client.
- Chris ChurchFiutur Chief Commercial Officer
I have had the pleasure of working with Nick Roley as my financial adviser, and I have received outstanding service so far. From our first meeting, Nick has demonstrated exceptional expertise and commitment to my financial and personal well-being.
He has gone above and beyond to provide solutions to the complex US/UK financial issues I faced. Whether it is a simple query or something more complex, Nick has always been available to help, offering clear and sound advice that puts my mind at ease. His approachable nature and problem-solving skills make him a trusted partner in my financial journey. I highly recommend Nick to anyone seeking a reliable and knowledgeable financial adviser.
- Neil PearsonGSK Senior Fellow, Senior Director Medicinal Chemistry
I am a client of Nick’s and have been for 3 years or so now. I was confused with what to do with my UK final salary pension, if anything, and having spoken to a few Advisors, I felt bombarded with information, under pressure, and unsure of the right path forward—until I found Nick.
He spoke my language! He patiently took me through my options, answered my myriad of questions, explained the process, and seamlessly helped me through the bureaucracy and challenges of transferring my pension into a SIPP.
I was no longer overwhelmed, and his advice enabled me to make the right decision then, as it still does today. He continues to guide me, is always prompt with responses when I need help, and is a pleasure to work with.
- Katy GriffithsRetired!
I had the opportunity to meet Nick recently while I was trying to get hold of my UK Pension Schemes. I found a true professional, very clear and thorough, who managed to get all the information and give me a fair and very honest recommendation on what to do in my best interest.
I would recommend Nick as an advisor to anyone.
- Ezio Roberto DuboisHead of Sales Traditional Trade presso Lindt & Sprüngli
For anybody looking for an alternative option for managing their investments, or curious if your portfolio could be doing better, I would highly recommend speaking to Nick.
I found him to be highly knowledgeable and professional in my dealings with him, and my investment portfolio has certainly seen impressive performance since making the switch from my previous advisors.
