Elliot Clayton Le Sueur

Elliot Clayton Le Sueur

Compound Wealth Planning

Elliot's reviews

Reviewed for

Insurance and Protection ( 8 )

Pensions ( 10 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 9 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 2 )

£50k - 100k ( 3 )

Up to £50k ( 3 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in London

21 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking for the most effective way of investing my savings

How has Elliot Clayton Le Sueur helped you?

He’s helped me make best use of my ISA and plan longer term. He’s also helped me with areas such as insurance which I hadn’t previously considered.

Have you seen the outcome you were hoping for?

Yes, it’s beyond what I was expecting

What could they have done better?

Nothing so far

Review

by a verified client in London

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

The fact that I was spending my money with frugalities and not thinking about my future.

How has Elliot Clayton Le Sueur helped you?

He helped me to become conscious of the need to save for a rainy day and that I could still live a comfortable life saving.

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

N/A

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Effective use of ISA and critical health insurance

How has Elliot Clayton Le Sueur helped you?

Taught me basic methods of saving and cut out unnecessary information for easy assimilation

Have you seen the outcome you were hoping for?

Outcome is beyond what i have expected

What could they have done better?

Na

Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I knew that my company pensions were not going to be in particularly good hands, and that my money would be better placed in the hands of someone who was capable of taking serious ownership on my behalf.

How has Elliot Clayton Le Sueur helped you?

Elliot has met with me and been available at all times to discuss my portfolio. He has provided fund performance information and presented it in a way that I understand, with suggestions for tweaks and changes when relevant.

Have you seen the outcome you were hoping for?

Definitely; my fund has increased more than I expected and I know this would not have happened with my company pensions where they were before I moved them over.

What could they have done better?

I can’t think of anything to improve.

Review

by a verified client in London

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was initially approached by Elliot who very well presented his business and the benefits of having an adviser.

How has Elliot Clayton Le Sueur helped you?

Elliot has been of great assistance teaching me how to best save my money.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I believe is too soon to say, but so far so good.