Kelly's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 18 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 42 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 20 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Up to £50k ( 3 )
Review
by a verified client in Aberdeenshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Kelly Shek helped you?
She has given me all tje necessary advice to plan my retirement
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Aberdeenshire
13 days ago
Overall
Advice
Service
Value
How has Kelly Shek helped you since your last review?
Kelly has guided me through my retirement planning , IHT planning as well as general financial guidance
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 have been clients for a while now and Kelly has been extremely helpful, replies promptly and has meetings where needed at short notice, particularly helpful recently when my financial position changed, Kelly re-assured me of my options.
How has Kelly Shek helped you?
As above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
How has Kelly Shek helped you since your last review?
Guided me through the application process for a company pension.
Review
by a verified client in Angus
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not happy with my then advisor.. I have good friends that deal with ABB
How has Kelly Shek helped you?
Kelly had been a fantastic to me but especially to my wife in helping her understand the benefits in dealing with an advisor.
Have you seen the outcome you were hoping for?
It’s still quite early but I can already see the benefits is dealt with Kelly.
What could they have done better?
Noting as the whole experience has been excellent so far