Trevor's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 58 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 62 )
Investments and Savings ( 138 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 59 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 98 )
Financial Mentoring ( 21 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 30 )
£100k - £200k ( 14 )
( 1 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Review
by a verified client in Northumberland
17 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following voluntary redundancy from work I obtained advice from Trevor as to how to invest the payment I received from Northern Electric.
How has Trevor Shelley helped you?
With advice on reducing my liability for inheritance tax.
Have you seen the outcome you were hoping for?
Generally yes.
What could they have done better?
It is difficult to see what investments could have performed better during the turbulent period I have been taking advice from you.
Review
by a verified client in Durham
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to invest after receiving redundancy payment a number if years ago
How has Trevor Shelley helped you?
By keeping my portfolio in good shape. I would view Trevor as a friend as well as my advisor
Have you seen the outcome you were hoping for?
Yes a steady increase in value.
What could they have done better?
I'm happy with how we've progressed.
Review
by a verified client in East Riding
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When husband passed away in 2002.
How has Trevor Shelley helped you?
Trevor helped manage my inheritance and with future planning.
Have you seen the outcome you were hoping for?
Yes, due to Trevor’s advice.
What could they have done better?
Nothing.
Review
by a verified client in North Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Both my parents had used Trevor previously.
How has Trevor Shelley helped you?
Trevor has helped with our investments / savings and our pensions.
Have you seen the outcome you were hoping for?
Our returns have exceeded our expectations
What could they have done better?
Can not think of anything they could have done better
Review
by a verified client in North Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received lump sums from employment retirement. Needed to invest prudently Stainsby Walker thence Ellis Bates were recommended by friends.
How has Trevor Shelley helped you?
Trevor has guided our investments over many years and we will be sorry to lose his services when he retires!
Have you seen the outcome you were hoping for?
The outcomes have fluctuated as the markets have developed, but we feel Trevor has kept us , as careful investors, well informed.
What could they have done better?
Nobody has a crystal ball, but Ellis Bates, we feel have done their best