Kelly's reviews
Reviewed for
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 27 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 14 )
£50k - 100k ( 2 )
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
5 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
Review
by a verified client in Aberdeenshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning, investments and savings.
How has Kelly Shek helped you?
Helped provide guidance and support for financial planning, investments and savings.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Aberdeenshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of understanding around savings/stock market.
How has Kelly Shek helped you?
Kelly has simplified things for me, and since switching from my previous adviser, instilled more confidence with regards to my financial performance.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing.