117 reviews | 3 verified advisers
Review for Matthew Lay
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Needed to get back on the housing ladder
How has Matthew helped you?
Really worked hard to source a product for me. Very responsive and clear information relayed throughout.
Have you seen the outcome you were hoping for?
Yes!
Review for Matthew Lay
What could they have done better?
All great.
What were the circumstances that caused you to initially look for a financial adviser?
Intro from Kanishk Swarup, wife and I looking to do some work on the house.
How has Matthew helped you?
Comprehensive service from research to origination to execution.
Have you seen the outcome you were hoping for?
Yes
Review for Elliot Clayton Le Sueur
What could they have done better?
Nothing so far
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for the most effective way of investing my savings
How has Elliot helped you?
He’s helped me make best use of my ISA and plan longer term. He’s also helped me with areas such as insurance which I hadn’t previously considered.
Have you seen the outcome you were hoping for?
Yes, it’s beyond what I was expecting
Review for Elliot Clayton Le Sueur
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
The fact that I was spending my money with frugalities and not thinking about my future.
How has Elliot helped you?
He helped me to become conscious of the need to save for a rainy day and that I could still live a comfortable life saving.
Have you seen the outcome you were hoping for?
So far yes
Review for Kanishk Swarup
What could they have done better?
No.
What were the circumstances that caused you to initially look for a financial adviser?
To ensure my financial plans were heading in the right direction.
How has Kanishk helped you?
Kanishk performed a thorough check of my financial situation as it stands today. He then proactively suggested the possible routes my wife and I could take. One thing that stood out was his ability to understand my family dynamics - this was key in laying out a path that would truly make a difference to our future.
Have you seen the outcome you were hoping for?
Yes.
