David's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 7 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
"I experienced a significant change in my financial circumstances due to the breakdown of a relationship. Given that I had never sought professional financial advice before, I felt it was the appropriate time to consult with an adviser to help me navigate the transition and make informed decisions for the future."
How has David Ellicott helped you?
"David has been instrumental in helping me gain clarity and confidence in my financial situation following a difficult personal transition. He took the time to understand my circumstances and provided clear, practical advice tailored to my needs.
Have you seen the outcome you were hoping for?
"Yes, his support has enabled me to make informed decisions, feel more secure about my financial future and establish a structured plan moving forward."
Review
by a verified client in Cornwall
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous adviser was taken over by a big firm
How has David Ellicott helped you?
By helping us in language that we can understand , and helping us greatly with the changeover
Have you seen the outcome you were hoping for?
So far yes
Review
by a verified client in Cornwall
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a refresh of my investments
How has David Ellicott helped you?
David has given me clear and positive advice
Have you seen the outcome you were hoping for?
Definitely
Review
by a verified client in Cornwall
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement I took advice from Pension Wise and Martin Lewis, both of which suggested it could be beneficial to me to speak to an adviser.
How has David Ellicott helped you?
David has helped me decide what to do with my retirement fund.
Have you seen the outcome you were hoping for?
I have only recently retired but so far I am very pleased with the results.
What could they have done better?
The fact that I have entrusted Strategy Wealth with my financial future is to me proof that they have done more than enough.
Review
by a verified client in Cornwall
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was originally with another advisor but I decided to go with David and I'm very pleased I did.
How has David Ellicott helped you?
David has explained everything in more simple terms and always has time for any questions that I need answered.
Have you seen the outcome you were hoping for?
Yes. My pension portfolio has improved financially since I moved over to David. I'm very pleased with my pension and savings in David's care
What could they have done better?
So far I'm extremely happy.