Dawn's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 5 )
Pensions ( 110 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 75 )
Auto Enrolment ( 1 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 16 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 50 )
Financial Mentoring ( 11 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 38 )
£100k - £200k ( 19 )
Up to £50k ( 9 )
£50k - 100k ( 10 )
Review
by a verified client in Leicestershire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We felt we needed one as we are not financially savvy.
How has Dawn Elkington helped you?
A friend with a greater knowledge of finances than ourselves.
Have you seen the outcome you were hoping for?
Yes with investments and advice.
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband was a client of a Ellis Bates and I have continued with the service as Shakleton
How has Dawn Elkington helped you?
Very approachable, I don’t feel embarrassed at asking questions and she is very adaptable to my needs giving me excellent advice when I need to contact her.
Have you seen the outcome you were hoping for?
Yes and my family are relieved that I have a good advisor
What could they have done better?
I don’t feel so .
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had cash we needed to invest.
How has Dawn Elkington helped you?
She has provided all the information we required.
Have you seen the outcome you were hoping for?
Yes.
Dawn:
Thank you so much for taking the time to reply it's really appreciated and helps us to show potential new clients that we look after our existing ones.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed long term investment
How has Dawn Elkington helped you?
Always given me good advice
Have you seen the outcome you were hoping for?
So far do good
What could they have done better?
Nothing
Dawn:
Thank you so much for taking the time to review. It is really appreciated.Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Total lack of expertise on my part.
How has Dawn Elkington helped you?
She know what she's talking about and is trustworthy. She's also personable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dawn:
Thank you so much for your kind words, it's a pleasure helping you.