Kelly's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 119 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 23 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 19 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 24 )
£100k - £200k ( 14 )
£50k - 100k ( 9 )
Up to £50k ( 9 )
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 Lancashire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have had financial advice from the company for over 20 years.
How has Kelly Pickup helped you?
Only had a first initial meeting in April 2025
Have you seen the outcome you were hoping for?
Will know more as time passes
What could they have done better?
The meeting was for the annual review, which Kelly covered everything in a satisfactory manner.
Review
by a verified client in Lancashire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have an investment portfolio I have no wish to manage myself.
How has Kelly Pickup helped you?
Advice on investments and ensuring minimum possible tax is incurred.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Lancashire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Invest in savings
How has Kelly Pickup helped you?
Good advice given
Have you seen the outcome you were hoping for?
We will see in twelve months time
What could they have done better?
Nothing in particular
Review
by a verified client in Cheshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was previously a client of Jim Patton and my account was taken over by Kelly.
How has Kelly Pickup helped you?
She has explained many things to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
At this moment there in nothing she could have done better.
Review
by a verified client in Manchester
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having a sum of money to invest. Not having the knowledge or confidence to know where to invest.
How has Kelly Pickup helped you?
Kelly and the team she works with have helped to place investments and monitor them on a regular basis.
Have you seen the outcome you were hoping for?
I am happy with the outcome