145 reviews | 3 verified advisers
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
Review for Matthew Lay
What could they have done better?
Nothing. I would highly recommend Matt to any friends and family.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for a mortgage to purchase our first home as first time buyers.
How has Matthew helped you?
Matt was brilliant, he was very patient and explained all the steps required in gaining the mortgage we required. He was very responsive with updates throughout the process.
Have you seen the outcome you were hoping for?
Yes, everything was as we hoped.
Review for Elliot Clayton Le Sueur
What were the circumstances that caused you to initially look for a financial adviser?
I was a first time investor, looking to plan for my future
How has Elliot helped you?
Elliot supported with setting up a Stocks and Shares ISA, explaining all the long term benefits and supporting with regular calls to advise on the performance of my investment
Have you seen the outcome you were hoping for?
It’s only been a short time and this is a long term investment, but so far I am happy with performance
