Kelly's reviews
Reviewed for
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 28 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 14 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Argyll
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father used one so I joined as well.
How has Kelly Shek helped you?
She has been the most helpful and polite person I have spoken to. She is available at any time to answer my queries and I value her advice.
Have you seen the outcome you were hoping for?
Yes everything i hoped for is coming to fruition.
What could they have done better?
I don't see anything that she couldn't have done any better.
Review
by a verified client in Aberdeenshire
16 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement
How has Kelly Shek helped you?
Kelly has provided an excellent review of the options available for managing our finances in retirement, and has provided thorough and detailed plans and recommendations for pension investments. During the process, Kelly has provided an excellent level of service, and has been friendly, approachable and very professional.
Have you seen the outcome you were hoping for?
Yes, I believe that we have achieved the outcome that we were hoping for.
What could they have done better?
I was a little surprised by the overall high level of charges for financial planning and management, and the impact that this will have on the long term performance of the chosen investment strategy. It might have been useful to review this impact of financial services charges earlier in the process, when discussing attitudes to risk, and the potential returns for different investment strategies.
Review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some money that we wanted to invest but didn't know where was best.
How has Kelly Shek helped you?
She has advised us how to best split our savings between pensions and isas.
Have you seen the outcome you were hoping for?
Yes, we are very happy with how our investments are performing
What could they have done better?
Nothing at this point.
Review
by a verified client in Aberdeenshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser retired and transferred clients to AAB Wealth.
How has Kelly Shek helped you?
Good comprehensive overview of financial situation together with financial advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Aberdeenshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My other financial adviser retired and introduced us to kelly
How has Kelly Shek helped you?
Kept me up to date with all my Planning
Have you seen the outcome you were hoping for?
Yes and very happy with everything
What could they have done better?
Nothing , I'm very happy with everything Kelly has done