William's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 5 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Derbyshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband died and he’d already set this scheme up.
How has William Kelly helped you?
Advice regarding long term planning and general financial needs, particularly during a time when I was really vulnerable after my loss and needed to trust someone with my financial future.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I think I was given great advice. When I have needed any information or assurance Will has always been quick to get back to me with clear answers.
William:
Thank you so much for taking the time to share your experience. It's reassuring to know that the advice and support around long-term planning and financial decision-making has provided clarity and peace of mind when you needed it most. I’m also really pleased to hear that our communication has felt timely and helpful. Thank you again for your kind words and for allowing me to play a role in supporting your financial journey.Review
by a verified client in Isle of Anglesey
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has William Kelly helped you?
He's provided advice to maintain a steady income and advice during the recent volatile markets.
Have you seen the outcome you were hoping for?
Yes
William:
Thank you for your kind review. I’m pleased to know the retirement income and investment advice has helped you feel secure, especially during more uncertain periods in the markets. It’s always my aim to provide straightforward guidance that supports your long-term plans, and I’m glad you’ve found our annual reviews and updates useful in staying on track. It’s also encouraging to hear that you feel confident in the decisions we've made together. Thank you again for your feedback—it's very much appreciated.First impression
by a VouchedFor user
2 months 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.
William:
Thank you very much for your kind and detailed feedback. I'm really glad to hear that both you and your wife felt comfortable and well-informed throughout the process. Providing advice that’s tailored, clear, and responsive is always my aim, so I’m delighted that this has come across in your experience. I truly appreciate your trust and look forward to continuing to support you both moving forward. Best regards, WilliamReview
by a verified client in Lancashire
2 months 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
William:
Thank you for taking the time to share your review. I’m really pleased to hear that you’ve found the recent guidance around reviewing your portfolio and making more efficient use of cash both helpful and reassuring. It’s always our aim to provide thoughtful, practical advice that reflects your needs and preferences. I look forward to continuing to support you in making confident decisions about your finances.Review
by a verified client in Cheshire
3 months 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 Kelly