Eva's reviews

Reviewed for

Insurance and Protection ( 9 )

Pensions ( 58 )

Retirement income (annuities, drawdown) ( 28 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 8 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 30 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 12 )

£100k - £200k ( 23 )

£50k - 100k ( 4 )

Up to £50k ( 5 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in West Midlands

8 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Managing my pension.

How has Eva Ellis helped you?

Eva has provided me details and reviewed my pension in order to give me a clear 360 degree view.

Have you seen the outcome you were hoping for?

Yes and I have a better understanding of the world climate that affects my pension pot

What could they have done better?

Nothing in my opinion.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Eva

A brilliant advisor, explains everything clearly and constantly ready to help with anything.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Eva

To be honest I expected someone my age on the call LOL. I am useless with money, we have a bit but I was clueless what to do with it. I wanted to take a lump some from my pension but was not sure if this was possible and what would i do with what was left. Eva was very aware from her research that I did not want to take a risk with my money. The advice I was given was very good and very sound. I felt so happy and confident with the support and advice that Eva gave me. She even included my wife in relevant parts of the discussion. A couple of weeks later I still feel confident and very happy with the excellent advice I was given. Eva has great knowledge and bags of common sense. Thank you.

Review

by a verified client in Surrey

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed pension advice

How has Eva Ellis helped you?

Massively - sorry I have a deadline to meet and can't leave too much feedback. Apologies. Eva was amazing though.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Eva became my advisor

How has Eva Ellis helped you?

with pensions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

don't think so