Kelly's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 9 )
Pensions ( 106 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 2 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 11 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 31 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 19 )
£100k - £200k ( 7 )
£50k - 100k ( 10 )
Up to £50k ( 28 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My daughter but I have yearly visits with Kelly East
How has Kelly East helped you?
With investment information and any other queries I may have nothing is to much trouble for her.
Have you seen the outcome you were hoping for?
Yes Kelly is excellent at her Joni have also recommended her to other family members.
What could they have done better?
Kelly is a wonderful person and I can ask her anything nothing is to much trouble.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Kelly
Very helpful brief talk with Kelly over the phone. She talked me through a few options and explained my options going forward, and any associated charges
Repeat review
by a verified client in Gloucestershire
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 needed help in getting a payment from my pension and Kelly sorted no problem and informed me how to claim the emergency tax back Nothing but praise for the way Kelly treats you all the time
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kelly
Kelly is very thorough and very knowledgeable. She takes time to explain everything and very patient. I feel my finances are in good hands.
Repeat review
by a verified client in Herefordshire
2 months 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?
Once again, Kelly has helped us take a chunk out of our likely IHT and we are happy with her recommendations.