Kelley's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 3 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
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?
I had an existing pension fund and I was recommended to L.C. by a work colleague
How has Kelley Duncan helped you?
She has given us good advice on how to protect our pension funds and indeed how to secure increases in their value
Have you seen the outcome you were hoping for?
In the main yes - but there have been periods when I have experienced concerns over how our funds were performing.
What could they have done better?
I think Kelley has always tried to do her best for us. At their peak our funds were doing very very well, but there was a big fall in their values a few years ago due to various world situations. Our funds have recovered to an extent but not to the level they were at their peak.
Kelley:
Thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that you’ve valued my advice over the years, particularly around protecting and growing your pension funds. It’s good to know that, overall, you’ve seen the outcomes you were hoping for. I completely understand your concerns during periods of market volatility. As you mentioned, global events can have a real impact on fund values in the short term. Part of my role is to help you navigate these ups and downs with a long-term view, making sure your overall strategy stays aligned with your goals. Your comments highlight just how important it is to have regular reviews and open conversations, especially when markets are unsettled. I’m committed to supporting you through those times and helping you make confident, well-informed financial decisions. Thanks again for your feedback – it really is appreciated.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?
I wanted to plan for my retirement
How has Kelley Duncan helped you?
Excellent advice
Have you seen the outcome you were hoping for?
Yes
Kelley:
Thank you for taking the time to leave this review. I’m so pleased you came to me for support with your retirement planning, and I’m glad to hear that the advice I provided has been helpful. It’s always rewarding to know that the outcome met your expectations. Retirement is such an important stage in life, and my aim is always to help clients feel well-prepared and confident about the future. Helping people make informed decisions that bring clarity and peace of mind is at the heart of what I do. I really appreciate the trust you’ve placed in me. If there’s anything more I can do to support you as your plans develop, please don’t hesitate to get in touch.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?
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
5 months 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
6 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.