155 reviews | 3 verified advisers
Review for Kanishk Swarup
How has Kanishk helped you since your last review?
Consolidated my pensions in one place and provided investment advice aligned with my goals.
Review for Matthew Lay
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to arrange life insurance and remortgage my home. Having previously worked with Matthew to arrange my initial mortgage, I was happy to return to him for advice and support with both.
How has Matthew helped you?
Matthew has been an excellent mortgage and life insurance adviser. He is incredibly patient, personable and always willing to go above and beyond to help. When I needed to remortgage quickly this time around to avoid an upcoming rate increase, he acted immediately, talked me through a range of options and made the whole process incredibly straightforward. He is always approachable, responsive and generous with his time. I will most certainly return to Matthew for advice in the future and would wholeheartedly recommend him to others.
Have you seen the outcome you were hoping for?
Yes, absolutely. Matthew was able to act very quickly and secure the mortgage rate I was hoping for before the rate increase. The whole process was handled efficiently and smoothly, and I’m extremely happy with the outcome
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
I had pensions i wanted to align and savings that were sat doing nothing.
How has Elliot helped you?
Elliot initally took the time to understand my circumstances, spending and lifestyle to mke reccomedations. Initally we agreed to start smaller and build over time, which I think has been the best route for me. Elliot made sure i understand everything that was happening, in laymans terms - could not have asked for better advice.
Have you seen the outcome you were hoping for?
More than - he is supported me in ways I didn't think a financial advisor would. He really takes the time to care & understand.
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
A change of job and a desire to consolidate 20 years worth of workplace pensions. Plus a general need to make retirement plans and take a more proactive approach to financial planning.
How has Elliot helped you?
Transferred my previous workplace pensions, provided cashflows to identify shortfall on desired retirement date and offered advice on what to change.
Have you seen the outcome you were hoping for?
Yes, very much so and hope to continue working with Elliot in the coming years to make a plan for life events and retirement.
Review for Elliot Clayton Le Sueur
What could they have done better?
Nothing, I have been very happy with the service provided.
What were the circumstances that caused you to initially look for a financial adviser?
I needed professional guidance to manage and invest my pension effectively.
How has Elliot helped you?
Elliot has been brilliant. He’s provided excellent advice on my pension investments and has gone above and beyond by offering helpful guidance outside his immediate scope of work, without any financial gain or expectations. He is always incredibly accessible.
Have you seen the outcome you were hoping for?
Yes, absolutely.
