Elliot's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 6 )
Review
by a verified client in Berwickshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Elliot Tate helped you?
Has put my finances in order
Have you seen the outcome you were hoping for?
Not yet as just deposited monies into accounts.
What could they have done better?
Nothing
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was an existing client
How has Elliot Tate helped you?
He has helped me to understand the investments I currently have and how to maximise these
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Self employed hairdresser and need pension
How has Elliot Tate helped you?
He was really good
Have you seen the outcome you were hoping for?
Yes , did take time to get everything all sorted
What could they have done better?
Sorted the payments better
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My personal pension was above the threshold for self administered and required a qualified financial advisor to proceed.
How has Elliot Tate helped you?
Elliot helped me to facilitate my goals with regards to my private pension in a professional and timely fashion
Have you seen the outcome you were hoping for?
Certainly he also helped me understand the complexity of older pensions and the best way to utilize them to my best advantage.
What could they have done better?
Unfortunately he could not work any faster as the pension company involved always slowed down progress however he showed great determination in getting the best option for myself.
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and financial assistance
How has Elliot Tate helped you?
Elliot is a wonderful financial advisor, he has given me a better education and outlook on my financial needs and goals. He was thorough and honest, this has given me confidence in my financial future and retirement.
Have you seen the outcome you were hoping for?
Yes