Dylan's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 51 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 1 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 26 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 11 )
£100k - £200k ( 4 )
( 1 )
£50k - 100k ( 2 )
Up to £50k ( 12 )
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to make sure our money was invested by a trusted and reliable company and Dylan is part of that organisation
How has Dylan Ellis helped you?
He has made sure our investment was placed in funds appropriate for us.
Have you seen the outcome you were hoping for?
Initially yes but recent market forces outside of Dylan's control have negatively impacted our investment in recent weeks
What could they have done better?
Nothing
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at my retirement and understanding my options. One pension I had not much information on from years ago.
How has Dylan Ellis helped you?
Located my old pension. Transferred another pension into a more beneficial scheme.
Have you seen the outcome you were hoping for?
Yes
Dylan:
Hi Paula, I'm glad you have found my service to be useful, and thanks so much for my lovely review. See you soonReview
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at retirement options
How has Dylan Ellis helped you?
Grouping together pension pots & searching for a lost one!
Have you seen the outcome you were hoping for?
Yes
Dylan:
Hi Stuart, I'm glad you have found my service to be useful, and thanks so much for my great review. See you soonReview
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Mom was working with Dylan and recommended him.
How has Dylan Ellis helped you?
My pensions have been reviewed and consolidated. I have got my Will in place, had tax advice that really helped. My mortage was due for renewal and Dylan gave me a great contact.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Had a great experience.
Dylan:
Hi Dom, I'm glad you have found my service to be useful, and thanks so much for my fantastic review. See you and the family soon!Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pension pots from various employment.
How has Dylan Ellis helped you?
These have now been put into one. This has abled Dylan and I to manage the pot for a better return.
Have you seen the outcome you were hoping for?
Yes, as of our last meeting the pot had grown.
What could they have done better?
Nothing at the moment, as long as the pot keeps growing, I and Dylan are happy.
Dylan:
Thanks for your great review Ashley - looking forward to seeing you again very soon.