153 reviews | 3 verified advisers
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.
Review for Elliot Clayton Le Sueur
What could they have done better?
NA
What were the circumstances that caused you to initially look for a financial adviser?
had disposable income that needed to be saved effectively
How has Elliot helped you?
He has helped me maximise by ISA as well as further afield my savings in other methods
Have you seen the outcome you were hoping for?
Yes beyond this
Review for Matthew Lay
What could they have done better?
For us, there was absolutely nothing. He has been very professional in his work.
What were the circumstances that caused you to initially look for a financial adviser?
As an immigrant & first time buyer was looking for assistance for house purchase.
How has Matthew helped you?
Matt, from the onset has been very helpful in preemptively telling the stages and timelines. Even when we got nervous during the process for any delays, he would promptly chase everyone in the loop and ensured that he does all he can to move things forward. Also, he is very experienced and has an in depth knowledge of industry which immensely helped. He was always available to answer any questions.
Have you seen the outcome you were hoping for?
Yes, finally moved in to our new property.
