William's reviews
Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
24 days ago
Overall
Please provide a brief comment about your experience with William
William has provided my wife and I with clear, professional and unambiguous advice which has been tailored to our needs, He has been very easy to deal with and has always followed up quickly on his commitments.
Review
by a verified client in Lancashire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has William Kelly helped you?
Advice on reinventing ISA’s Reviewing my portfolio Advised to transfer monies from Current Account to Premium Bonds as suggested in the past by Janine
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest in some shares and Apogee was recommended to me
How has William Kelly helped you?
William made the Financial Report much clearer to me, reassured me in the changes in teh market
Have you seen the outcome you were hoping for?
Who wouldnt hope their pension pot was worth more, but considering the changing times right now, am comfortable with how its performing
What could they have done better?
I cannot think of anything
William:
Thank you very much for taking the time to leave your feedback. I’m delighted to hear that you feel reassured and comfortable with the support provided, especially given the changes we have seen in the markets recently. I’m pleased that you found the financial report clear and easy to understand. Helping clients feel informed and confident in their plans is very important to me, particularly when it comes to long-term pension and financial planning. It’s a pleasure working with you, and I look forward to continuing to support you in achieving your financial goals. Best wishes, William KellyReview
by a verified client in Kent
a month ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Apogee were pension adviser to company I worked for, Wickland Westcott. I retired in 2016.
How has William Kelly helped you?
Clear explanations.
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 a review. I’m really pleased to hear that the advice and guidance you’ve received has been clear and helpful, particularly as you’ve transitioned from retirement into the next stage of financial planning. It’s a pleasure to continue supporting you with areas such as retirement income and inheritance planning, and I’m glad the service has met your expectations. Clarity and confidence are always key goals in my work, and I’m grateful for the opportunity to help you navigate these important decisions. If there’s ever anything you’d like to revisit or discuss further, I’m always here to help. Warm regards, William KellyReview
by a verified client in Yorkshire
2 months 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 since 2016
How has William Kelly helped you?
Clarified the position regarding my pension options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The service received was more that satisfactory, no need for improvement
William:
Thank you for your kind review and for your continued trust over the years as a client of Apogee. I’m really pleased to hear that the recent advice has helped bring clarity around your pension options, and that the service you’ve received has met – and hopefully exceeded – expectations. It’s always my aim to make financial decisions feel more manageable and to ensure you're confident in the path we’re on. If ever your goals shift or you’d like to revisit any aspect of your plan, please don’t hesitate to get in touch. I look forward to continuing our work together. Warm regards, William Kelly