Reviewed for
Pensions ( 7 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Client reviews
Review from verified client
September, 2017
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Approaching an age where private pensions could be accessed and needed to discuss information about pension platforms, good rates of interest and general financial advice.
How has Elias Elia helped you?
He gave us all the information we needed and explained everything in a clear and easy to understand way.
Have you seen the outcome you were hoping for?
Yes and now ongoing.
What could they have done better?
I am happy with the service. Elias is approachable and if there is something I am not sure about he is always contactable and ready to help
Review from verified client
September, 2017
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Looking for a better understanding of retirement products and investments in the financial sector.
How has Elias Elia helped you?
Elias understood exactly my objectives and explained everything in detail in a clear and concise manner.
Have you seen the outcome you were hoping for?
I am more than happy with all the recommendations Elias put forward due to the very high returns made.
What could they have done better?
Elias was very welcoming and very happy with the professional advice given.
Review from verified client
September, 2017
Overall
Service
Advice
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I needed advice.
How has Elias Elia helped you?
By laying out various options to choose from.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
nothing
Review from verified client
March, 2016
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Looking at possibilty of SIPP and also other realted investment avenues.
How has Elias Elia helped you?
He was excellent in his advice, clear and focused and adhered to our requirement very closely.
Have you seen the outcome you were hoping for?
So far so good.
What could they have done better?
None comes to mind - he has been excellent.
Review from verified client
March, 2016
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
My pensions was due and I needed advise.
How has Elias Elia helped you?
I found Elias helpful not just looking at my pension but looking at other parts of my income.
Have you seen the outcome you were hoping for?
Yes I am very happy with Elias and sorry I did not see him earlier.
What could they have done better?
Nothing I can add to this question
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
had advice for inheritance money.
How has Elias Elia helped you?
helped me with a financial review.
Have you seen the outcome you were hoping for?
I am receiving on going advise.
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Investment advice.
How has Elias Elia helped you?
Invested my savings in funds with amazing results.
Have you seen the outcome you were hoping for?
The outcome is far in excess of my expectations.
What could they have done better?
Nothing
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Middlesex
How has Elias Elia helped you?
I found Elias to be very relaxed and unhurried during our meetings which in return allowed me the time to take onboard his recommendations. He explains things to me thoroughly and I now feel that I have the right person giving me honest advice.