John's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 3 )
Pensions ( 27 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 29 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in East Sussex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Kelly helped you since your last review?
Helping me access my money to boost my cash flow - and encouraging me to put a few things in place, such as LPA.
Repeat review
by a verified client in East Sussex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Kelly helped you since your last review?
Yes, I discussed drawing some money from my Pension pot. We had a sensible discussion and I have followed his advice.
Repeat review
by a verified client in East Sussex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Kelly helped you since your last review?
John is still keeping me informed and updated
Repeat review
by a verified client in London
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Kelly helped you since your last review?
Checked the tax situation on pension drawdowns.
Review
by a verified client in East Sussex
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nothing in particular - just needed somebody to advise me on what to do with my money
How has John Kelly helped you?
Consolidating my portfolio and giving ad hoc advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind