William's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Cheshire
a day 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
Review
by a verified client in Merseyside
4 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.
Review
by a verified client in South Yorkshire
4 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.
Review
by a verified client in South Yorkshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest for the future.
How has William Kelly helped you?
We always trusted William to give us the best advice and he always has. I am worry-free.
Have you seen the outcome you were hoping for?
Yes, my money is growing.
What could they have done better?
Nothing, as far as I am concerned.
William:
Thank you for your kind feedback. I’m really pleased to hear that you’ve felt supported and confident in the advice I’ve provided. Knowing that your investments are performing well and helping you feel secure about the future is exactly what I aim to achieve. It’s always a privilege to work with clients who value a steady, long-term approach, and I appreciate the trust you’ve placed in me to guide your financial decisions. If there’s ever anything you’d like to review or explore further, I’m always happy to help.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?
Pension value increasing and retirement age approaching.
How has William Kelly helped you?
Provided clarity in pension and financial advice. Clearly stated all options available and gave confidence in choosing the next path.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, very happy with the planning & advice.
William:
Thank you for your kind words and for taking the time to leave such thoughtful feedback. I’m really pleased to hear that the guidance has helped bring clarity and confidence as you near retirement—especially at such an important stage in your financial journey. It’s been a pleasure working with you to explore the options around your pension and investments, and I’m glad the conversations we’ve had have helped you feel reassured about the decisions you’ve made. I’m looking forward to continuing to support you as we take the next steps together.