Kelly's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 9 )
Pensions ( 110 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 2 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 11 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 34 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 20 )
£100k - £200k ( 7 )
£50k - 100k ( 11 )
Up to £50k ( 30 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Gloucestershire
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly East helped you since your last review?
Kelly is always helpful and explains how the investment will be beneficial for me in the long term, I can ask Kelly a question, no matter how small and she explains everything to me in detail.
Repeat review
by a verified client in Newport
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly East helped you since your last review?
Seeing the results that Kelly has achieved for me gave me the confidence to be more assertive with my pension investments and also my ISA’s. Eyes firmly on the prize for my retirement. I wish I’d started working with Kelly sooner!
Repeat review
by a verified client in Bridgend
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly East helped you since your last review?
Kelly continues to provide personalised advice based on that is reviewed and adjusted as personal and financial situations change over time. I find Kelly approachable, understandable and knowledgable in all fields that I need. I would recommend Kelly to any colleague, friend or family member.
Repeat review
by a verified client in Caerphilly
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kelly East helped you since your last review?
I became anxious with the volatility of the stockmarket in recent times mainly due to the tariffs introduced by Trunp. Having had dialog with Kelly she explained that the market would equalise in time, and sure enough my investment is near the mark.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kelly
Kelly was quick to respond and was quickly able to grasp my situation and needs. Although I can only comment on our initial chat, I feel confident enough with her knowledge and expertise to engage with Pure and become her client