Ellie's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 12 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 10 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
First impression
by a VouchedFor user
4 days ago
Overall
Please provide a brief comment about your experience with Ellie
Ellie was polite and friendly and I immediately warmed to her. Our conversation whilst introductory in nature was sufficiently expansive as to give me a good idea of the options that are available through TPO to suit my particular circumstances and how our dealings may be structured. I’m now looking forward to the next more detailed discussion.
First impression
by a VouchedFor user
12 days ago
Overall
Please provide a brief comment about your experience with Ellie
Ellie quickly understood our needs and is knowledgeable, practical and straightforward. Exactly what we are looking for.
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Ellie
Ellie is very professional. Listens to your views and answers, responding with well thought out advice.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Ellie
Fast efficient, to the point and clearly knowledgeable
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Ellie
Great initial conversation and recommendations.