William's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 11 )
Financial Mentoring ( 3 )
Reviewers' assets
£200k - £500k ( 4 )
£100k - £200k ( 8 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Derbyshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Apogee since day one, following a trusted, known financial advisor, who was already in charge of my portfolio.
How has William Kelly helped you?
William was introduced to me by Paul Rowling, whom I have had every confidence in over the last 20 years, William (and Apogee) keep a close eye in my finances and are always happy to discuss any of my suggestions , however, I largely entrust them to do the hard work and im aprised regularly should we need to make changes to any investments. William treats me with respect as a private investor and is both friendly and very professional
Have you seen the outcome you were hoping for?
We continue to take both an income and growth in investments
What could they have done better?
I have no complaints with Apogee whatsoever and would happily recommend them directly to my friends and family, and have done so in the past. They show continued, much appreciated, committed service and communication with me, which I am very appreciative of
William:
Thank you for such generous feedback. It’s a real privilege to support you and continue the trusted relationship you built with Paul over the years. I’m glad you feel confident in how we manage your investments and that our regular updates keep you informed and involved without needing to worry about the day-to-day detail. Your ongoing trust and advocacy mean a great deal, and I’m always here to discuss anything you'd like to explore further. Thanks again for your continued support.Review
by a verified client in Merseyside
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Apogeewealth has given me very good advice over many years
How has William Kelly helped you?
William Kelly has continued to give very good advice.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
Nothing that I am aware of.
William:
Thank you for taking the time to leave a review. I’m really pleased to hear that you continue to feel confident in the advice and support I’ve provided over the years. I genuinely appreciate your trust, and I look forward to continuing to work with you.Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company pension
How has William Kelly helped you?
Advised on pension drawdown and tax free lump sum
Have you seen the outcome you were hoping for?
Yes
William:
Thank you for taking the time to leave a review. I’m glad I’ve been able to support you with your pension drawdown and help you access your tax-free lump sum in a way that suited your goals. It’s great to hear that things are on track and that you’ve seen the outcome you were hoping for. Retirement planning can be complex, so I’m pleased to have made the process clear and straightforward for you. Thanks again for your feedback — I look forward to continuing our work together.Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
wanted someone to advise on my savings
How has William Kelly helped you?
given me reliable advise about my savings
Have you seen the outcome you were hoping for?
yes reasonable returns on my savings
What could they have done better?
nothing
William:
Thank you for taking the time to leave this feedback. It’s good to hear that the advice provided has helped you feel confident in how your savings are being managed. Seeing steady, reasonable returns is an encouraging sign, and I’ll continue to ensure the approach remains aligned with your goals. I appreciate your trust and look forward to supporting you in the years ahead.Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The circumstance were down my retirement pension fund falling due,hence the reason for getting in touch with an advisor.
How has William Kelly helped you?
William Kelly has advised me in person of my choices available to me from my pension scheme.
Have you seen the outcome you were hoping for?
No as yet I have not,as I am still awaiting veritable quotes being prepared by William Kelly,in hard copy.
What could they have done better?
I can’t comment as yet on this,as I’m still awaiting veritable quotes by way of a reply that as yet have not been made available to me.
William:
Thank you for your review and for sharing your experience so far. I’m glad our discussions have helped clarify your pension options as you approach retirement. As discussed our advice regarding your pensions will be completed over the coming weeks - ensuring accuracy and suitability as a key part of our advice process. It’s good to know you feel confident in the direction we’re heading and that our communication has been clear. I look forward to continuing our work together as we progress towards your retirement goals.