William's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Reviewers' assets
£200k - £500k ( 6 )
£100k - £200k ( 14 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
Review
by a verified client in Manchester
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Apogee for a number of Years through which Will is my financial advisor.
How has William Kelly helped you?
Will has been excellent at managing my portfolio at Apogee and helping me plan my future financially.
Have you seen the outcome you were hoping for?
Yes I have been extremely pleased with Wills help and advice
What could they have done better?
Currently up to now nothing to improve on the service has been brilliant
Review
by a verified client in Lancashire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has William Kelly helped you?
Good advice on pensions and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
William:
Thank you for taking the time to leave your review. I am pleased that the advice on your pensions and investments has met your expectations and supported your retirement plans. I appreciate your continued trust and look forward to supporting you in the years ahead.Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice about my financial situation
How has William Kelly helped you?
William was helpful to me regarding the distribution of some of my savings towards my family.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
William:
Thank you very much for your kind review. I’m really pleased to hear that you found my advice helpful and that we were able to achieve the outcome you were hoping for. I’m glad I could help you explore the options for supporting your family and give you confidence that your savings were being used in a way that reflected what was most important to you. Thank you again for placing your trust in me. I look forward to continuing to support you with your financial planning in the years ahead.Review
by a verified client in Lancashire
3 months ago
Overall
Value
Advice
Service
What were the circumstances that caused you to initially look for an adviser?
William was recommended to me through a finally member also using the same company for their finances
How has William Kelly helped you?
He has helped me to transfer my money into more secure and better returning formats whilst also delivering helpful advice is many other areas
Have you seen the outcome you were hoping for?
In some areas yes I have and in others it is more of a long term goal but they seem to be doing well so far
What could they have done better?
Nothing as of now
William:
Thank you for your kind review and for placing your trust in me. I'm pleased we've been able to help strengthen your financial position through your investments while working towards your longer-term objectives. Building a financial plan is about making informed decisions today that support your future, and I'm glad you feel you're on the right track. Thank you again for your recommendation and your confidence in my advice. I look forward to continuing to support you and helping you achieve your financial goals over the years ahead.Review
by a verified client in Flintshire
3 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
retirement planning and investments Long term.
How has William Kelly helped you?
His excellent knowledge of the quickly changing markets and political changes that we are experiencing at present. And how to deal with it in a straight forward way.
Have you seen the outcome you were hoping for?
William is very experienced in looking after our investments and gives the results we are expecting and often exceeds them.
What could they have done better?
Communication is sometimes a touch vague but are always addressed for a quick resolution
William:
Thank you for your thoughtful review and for sharing your experience. It means a great deal to know that you feel confident in my advice and that our long-term approach to your retirement planning and investments has delivered the results you were hoping for. I look forward to supporting you with your financial planning for many years to come.