147 reviews | 3 verified advisers
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
We needed help finding a suitable long-term investment programme and consolidating our pensions - Elliot went above and beyond to guide us through these processes and his hands-on approach meant I knew I could go to him with any questions, big or small.
How has Elliot helped you?
Providing us with advice and guidance in a world we don’t understand
Have you seen the outcome you were hoping for?
Absolutely!
Review for Matthew Lay
What could they have done better?
N/A - we appreciate everything you’ve done for us.
What were the circumstances that caused you to initially look for a financial adviser?
The purchase of a property, and already working with Compound Wealth
How has Matthew helped you?
Matt has helped us get organised to successfully purchase not one, but two properties over the past 7 years. The first time, he supported us in understanding the process and choosing / applying for the best mortgage for us. This held us in excellent stead for years. He has also helped us understand various ways to structure our options on the purchase of a second property, and been a trusted advisor on the topic since we first met him. He’s proactive, excellent at what he does and I’d recommend him to anyone exploring a property purchase.
Have you seen the outcome you were hoping for?
Yes!
Review for Elliot Clayton Le Sueur
What could they have done better?
Nothing that I could say at this time.
What were the circumstances that caused you to initially look for a financial adviser?
A shift to self employment led me to seek out guidance on long-term planning and a helping hand with managing my finances in the day to day.
How has Elliot helped you?
Elliot has been fantastic. While it’s to early to say whether the advice and actions we’ve taken have or will pay off financially, I can say that I’ve really appreciated his approach and openness and his commitment to treating our conversations as a long term rather than transactional partnership. He’s been incredibly proactive and responsive - no matter what I’ve asked or when.
Have you seen the outcome you were hoping for?
It’s too early to say in the financial sense. But from a partnership perspective, I feel a great deal more confident and clear about what I can and should be focusing on.
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for first time financial advice on investing.
How has Elliot helped you?
Elliot has been extremely patient, informative, and knowledge.
Have you seen the outcome you were hoping for?
Hopefully with time.
Review for Elliot Clayton Le Sueur
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I came into a large sum of money through an equity programme at work and didn’t know how to invest it appropriately.
How has Elliot helped you?
Elliot has worked with me to plan around my life, helping me map life moments and budget and invest accordingly. Helping me carefully understand different investment vehicles and risk exposure and how that aligns with my aspiration. He takes the complexity out of things and explains them simply for me to make an informed decision.
Have you seen the outcome you were hoping for?
Yes
