William Kelly

William Kelly

Apogee Wealth Management Ltd

William's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 12 )

Retirement income (annuities, drawdown) ( 9 )

Investments and Savings ( 15 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 5 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 5 )

£50k - 100k ( 3 )

Up to £50k ( 5 )

Review

by a verified client in Lancashire

3 days ago

Overall

Advice

Service

Value

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

To discuss retirement income

How has William Kelly helped you?

He outlined all of the options available and explained everything in detail.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not believe there was anything lacking in the advice received.

Review

by a verified client in Cheshire

5 days ago

Overall

Advice

Service

Value

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

I required guidance on investing money from my divorce settlement

How has William Kelly helped you?

He has patiently explained my option and answered my questions fully.

Have you seen the outcome you were hoping for?

N/A

What could they have done better?

N/A

Review

by a verified client in Cheshire

9 days ago

Overall

Advice

Service

Value

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

Becoming a freelancer.

How has William Kelly helped you?

He has advised me well, listened to my circumstances and offered various options to choose from.

Have you seen the outcome you were hoping for?

Yes

William:

Thank you for sharing your experience — it's great to know the support provided during your transition to freelance work has been helpful. I look forward to supporting you as your plans evolve.
Review

by a verified client in Merseyside

12 days ago

Overall

Advice

Service

Value

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

I required to release some funds from my stocks and shares ISA,s to pay for some home improvements, I.e. 20 year old double glazing and 16 year old boiler.

How has William Kelly helped you?

William was extremely helpful and conduct our conversations in a very relaxed manner and professional.

Have you seen the outcome you were hoping for?

Yes, All information and timings were as discussed.

What could they have done better?

In my opinion the answer would be no.

William:

Thank you for taking the time to leave a review. It’s great to hear that the support around releasing funds for your home improvements was clear, timely and reassuring. It’s also appreciated that you felt our conversations were both professional and relaxed. If your plans or circumstances change in future, I’ll be here to help.
Review

by a verified client in South Yorkshire

12 days ago

Overall

Advice

Service

Value

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

We had a lump sum of savings not really earning anything and what to see what we could do. My Mother has also been a client of the company since the beginning and has had excellent returns.

How has William Kelly helped you?

He has made things easy to understand and is approachable when needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They are always available when needed so, nothing really.

William:

Thank you for your kind feedback. We're really pleased to hear that you've found the advice clear and the service approachable, especially when making important decisions around your savings and future planning. It’s great to know that the outcomes have met your expectations and that the support you've received has made a difference. We appreciate your trust and look forward to continuing to support you.