132 reviews | 3 verified advisers
Review for Kanishk Swarup
What were the circumstances that caused you to initially look for a financial adviser?
Help figure out both the lookback and tax consideration of pension, and help with making investments
How has Kanishk helped you?
Helped calculated the lookback and actively maintains our portfolio in the right funds based on market conditions and our life situations
Have you seen the outcome you were hoping for?
Yes
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
Need help to plan for future and understand why things such as life insurance were perhaps needed
How has Elliot helped you?
Advice and product support
Have you seen the outcome you were hoping for?
It’s on going
Review for Elliot Clayton Le Sueur
What could they have done better?
Nothing, his services and expertise are fantastic.
What were the circumstances that caused you to initially look for a financial adviser?
After a family friend recommend compound wealth planning to better my finances for my future I was assigned Elliot as my financial advisor.
How has Elliot helped you?
Elliot has helped me to better understand how to manage my money to improve my financial situation for later in life. He explains everything in an easy to understand way so you don’t feel lost in the discussions.
Have you seen the outcome you were hoping for?
It’s early days yet but u believe we are on the right path.
Review for Matthew Lay
What could they have done better?
I have no material feedback, it was a good working relationship
What were the circumstances that caused you to initially look for a financial adviser?
Having recently returned to the UK having been working abroad and also in the last year having transitioned from permanent employment to working for myself, many typical high street products were unsuitable for me.
How has Matthew helped you?
Matt, worked with multiple lenders to provide a variety of options that met my needs and even after one was potentially found persisted with other discussions, eventually leading to a better offer for myself which helps me moving forwards.
Have you seen the outcome you were hoping for?
I achieved what I wanted to and am grateful to Matt
Review for Elliot Clayton Le Sueur
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Many years ago (30) I had money to invest and I chose St James Place and have not regretted my decision.
How has Elliot helped you?
I have a good relationship with Elliot. He is readily available and listens to what I have to say. Through our discussions I feel he understands my financial position in all aspects. If I need clarification on an issue he is helpful and reassuring. I am confident that I am receiving from Elliot the best possible advise.
Have you seen the outcome you were hoping for?
Yes.
