Kelley's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 3 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To start planning for my future/retirement
How has Kelley Duncan helped you?
I have been dealing with Kelley for nearly 20 years now and she really knows her stuff. She is very professional and always goes above and beyond and ensures I understand exactly what it is she is advising me about. I won’t go anywhere else.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing in my opinion
Kelley:
Thank you for taking the time to leave such a thoughtful review. I'm truly grateful for your continued trust over the past 20 years. It's incredibly rewarding to know that the support and advice I’ve provided has helped you feel confident about planning for the future and your retirement. I’m especially pleased that you value the clarity and care I aim to bring to each meeting. Financial advice should always be accessible and tailored, and I’m glad to hear that approach has made a difference to you over the years. Long-term relationships like ours are at the heart of what I do, and it’s a privilege to support clients through different life stages and decisions. I look forward to continuing to work with you in the years ahead.Review
by a verified client in Hampshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required help and advice for my pension and investments and a friend recommended David Spencer and when retired Kelley took over
How has Kelley Duncan helped you?
Kelley came to our house for our by-annual review
Have you seen the outcome you were hoping for?
I am very happy with the advice I have been given
What could they have done better?
Keep your charges as low as possible.
Kelley:
Thank you for taking the time to leave a review. I’m so pleased to hear that you’re happy with the advice you’ve received and that our regular bi-annual reviews continue to be useful. It’s great to know the handover from David felt smooth and that you still feel well-supported with your investments. I appreciate your feedback about keeping charges as low as possible. It’s something I’m always conscious of, and I aim to ensure the advice I provide offers real value and clarity around costs. Thanks again for your kind words — I look forward to continuing to support you in the years ahead.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest for the future.Kelley
How has Kelley Duncan helped you?
Kelley has been extremely helpful with her advice. She has always been very professional courteous, and a pleasure to do business with.
Have you seen the outcome you were hoping for?
Yes particularly the vagaries and unpredictable nature of life stock markets.
What could they have done better?
Nothing that I am aware of.
Kelley:
Thank you for taking the time to share such thoughtful feedback. It’s wonderful to hear that you’ve found our work together both professional and productive. I’m especially pleased that you feel supported through the often unpredictable nature of the stock markets — helping clients navigate that uncertainty with confidence is a key part of what I aim to do. Your kind words about my advice and approach mean a great deal. I believe that investing for the future should be underpinned by clarity, trust, and consistent guidance, so I’m glad to know this has been your experience so far. Thank you again for your trust and ongoing partnership. I look forward to continuing to support your financial goals in the years ahead.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Kelley is always very helpful if we have any problems and always solves them for us or lets us know the options.
How has Kelley Duncan helped you?
Very much she is always there for us.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to report.
Kelley:
Thank you for leaving such a kind review. I'm really pleased to hear that you’ve felt supported and well looked after throughout our time working together. Knowing that I’ve been able to help when challenges have come up, and that you've always felt clear about your options, really means a lot to me. For me, good financial advice is all about building a strong and trusted relationship, so it's lovely to hear that you've felt I’ve been there when needed. I'm also really glad to know that the outcomes we’ve worked towards are coming together as hoped. Thank you again for your feedback and for placing your trust in me. If there’s ever anything more I can do, I’m always here to help.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receiving an inheritance from a family member many years ago
How has Kelley Duncan helped you?
Advising on investments and inheritance planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Kelley:
Thank you for taking the time to leave this review. It’s always encouraging to hear that you’ve been pleased with the guidance and support received over the years. You mentioned that your journey began with receiving an inheritance, and it's been a privilege to support you through the complexities of investment and inheritance planning since then. It's reassuring to know that the outcomes have met your expectations, and that the advice provided has helped you feel confident in your financial decisions. At the heart of good financial planning is an ongoing relationship built on trust, and your feedback reflects the value of that continuity over time. Thank you again for your kind words and continued trust – it’s very much appreciated.