Kelly's reviews
Reviewed for
Pensions ( 39 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 1 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 37 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 15 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father has been a client of Kelly's for a number of years. I was looking to speak to someone about my tax issues.
How has Kelly Shek helped you?
Gave me advice on stocks and shares, ISA's, Pensions, Tax.
Have you seen the outcome you were hoping for?
Not yet but with the contributions made there is a plan in place that will hopefully benefit me this time next year.
Review
by a verified client in Aberdeenshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Felt like I wasn't getting the most out of my income, other people within the business were using Kelly.
How has Kelly Shek helped you?
Kelly has helped me invest money into my pension rather than losing such a large percentage to tax as well as helped me invest into an ISA. She also helped me sort out my previous tax issues.
Have you seen the outcome you were hoping for?
I haven't had to do a tax return since investing into my pension but Kelly has made me feel confident that my tax will be more efficient going forward. In terms of my ISA I'm happy with what Kelly is doing and how it has all been explained.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kelly
Very pleasant, helpful and informative. I left the meeting feeling very confident about making the correct choices with my pension.
Review
by a verified client in Aberdeenshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to have a greater understanding of our current and future financial planning.
How has Kelly Shek helped you?
Kelly has invested time in ensuring that we understood our current and future financial circumstances so that we could confidently make informed decisions.
Have you seen the outcome you were hoping for?
Yes - Kelly’s has helped us more than we had hoped.
What could they have done better?
N/A
Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continuation of childhood ISA
How has Kelly Shek helped you?
I do not often check in with aab, however appreciate the yearly check ins and prompt responses when looking to move money around
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a