136 reviews | 3 verified advisers
Review for Kanishk Swarup
What were the circumstances that caused you to initially look for a financial adviser?
I had just got made redundant and needed advise on what to with my money as I had also decided to retired.
How has Kanishk helped you?
I had to do a budget so he could advise and talk me through what my options were and where to invest. Also if I did not understand anything I could reach out to him via an email, WhatsApp or telephone and he would come back with straight way.
Have you seen the outcome you were hoping for?
yes so far it is what I expected
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to invest long-term with no prior knowledge. I knew I needed professional guidance.
How has Elliot helped you?
Elliot helped me set up an ISA account to invest a subset of my monthly income, advised me to open an income protection plan, which I was not considering at the time, and prompted me to define my long-term goals to align with my investment needs.
Have you seen the outcome you were hoping for?
Yes, I have an investment that is growing gradually.
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
I came to Elliott for help with financial planning - what to do with my modest savings, to better understand inheritance tax and make sure I was in the best possible situation for my retirement.
How has Elliot helped you?
Elliot is always very happy to explain things to me - he doesn't bore me with too much unnecessary detail or blind me with science. He seems to have a genuine interest in making sure I do what's best - he asks questions to be sure he properly understands my situation and my preferences and his advice is always clear.
Have you seen the outcome you were hoping for?
Yes, so far, although I haven't died yet so I don't know how the Inheritance Tax situation will play out.
Review for Matthew Lay
What could they have done better?
Nothing, all went really smoothly.
What were the circumstances that caused you to initially look for a financial adviser?
Found a house we wanted to buy and have used Matt before.
How has Matthew helped you?
Helped get us the best deal we could. But also helped us to understand the process each step of the way.
Have you seen the outcome you were hoping for?
Definitely.
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
