Kelly's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 7 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Repeat review
by a verified client in Hertfordshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly Mills helped you since your last review?
I have gone part time since my last review and now receive my previous employer pension. I think i am due for a review soon.
Repeat review
by a verified client in Wiltshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly Mills helped you since your last review?
There seem to have been changes in fund management for the better. Though cashing in my VCT investment has proved challenging
Repeat review
by a verified client in Wiltshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly Mills helped you since your last review?
Kelly has continued to provide reviews & tailored advice on all the previous aspects on a regular & ad-hoc call basis.
Repeat review
by a verified client in Gloucestershire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly Mills helped you since your last review?
Kelly has help me through my pension to reduce my financial out going .
Repeat review
by a verified client in Wiltshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly Mills helped you since your last review?
Kelly called to discuss and review my pension, which we did. Kelly has a good way of explaining whats going on with the pension and how its growing. Keeps it simple.