Kelley's reviews
Reviewed for
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 1 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Closing my Business and seeking the best way to manage the savings held within the Business.
How has Kelley Duncan helped you?
Kelley, initially took the information from me in a face to face meeting and we reconvened within a fortnight or so where Kelley explained the options available to me. This enabled me to carry out some calculations based on the information Kelley supplied and make a decision which is best for the Directors of the Company.
Have you seen the outcome you were hoping for?
Not yet, but it is just a matter of time.
What could they have done better?
Nothing as far as i am concerned.
Kelley:
Thank you for taking the time to leave such a thoughtful review. It’s great to hear that you felt supported through what can be a complex transition – closing a business and deciding how best to manage the resulting savings is no small task. I’m pleased that our initial meetings gave you the clarity and confidence to make decisions that suit both you and your fellow directors. I appreciate your kind words about the advice process so far, and I’m glad the information we discussed helped you weigh up your options effectively. These decisions often take time to come to full fruition, and I’ll continue to be here to support you along the way. Thank you again for your feedback – it’s a privilege to help clients navigate key financial decisions with confidence and peace of mind.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been a client of Lawrence Clarke for many years and inherited Kelly when David Spencer retired who sorted out my private pension
How has Kelley Duncan helped you?
Kelley has always done a six monthly review
Have you seen the outcome you were hoping for?
Perhaps we could get a slightly better return on our investments
Kelley:
Thank you for taking the time to leave a review. I really appreciate your longstanding relationship with Lawrence Clarke, and it’s been a pleasure to continue supporting you since David’s retirement. I’m glad to hear that you’ve found our regular reviews helpful. I understand your comment around returns, and I’ll continue to keep a close eye on your portfolio to ensure it stays aligned with your goals and risk profile. While investment performance can fluctuate, I’ll always aim to make the most of opportunities within the level of risk you’re comfortable taking. Your feedback means a lot and helps me ensure I’m delivering the best possible service. Thank you again for your trust and for being such a valued client.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance 2006
How has Kelley Duncan helped you?
Set up savingsISA
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Kelley:
Thank you for taking the time to leave a review. I’m so pleased to hear that you’ve had a positive experience and that the outcome met your expectations. Helping clients make the most of their inheritance is something I take great care with, and I’m glad to have supported you in setting up a savings ISA that works for your needs. Your feedback means a great deal – especially knowing there’s nothing you felt could have been improved. It’s always my aim to provide clear, tailored advice that gives clients peace of mind and confidence in their financial decisions. If there’s ever anything further I can help with as your circumstances evolve, I’m always here to support you.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement plus pension changes previously in employment
How has Kelley Duncan helped you?
Talked through and organized a whole lotta stuff.
Have you seen the outcome you were hoping for?
Yep. Retired with sufficient monies to keep on running.
What could they have done better?
Not really. Friendly and professional. Wot more ya need.
Kelley:
Thanks so much for leaving a review. I’m really glad to hear you felt the advice was friendly and professional – that’s exactly what I try to bring to every conversation. It was great working with you to get everything organised around your retirement, especially with the changes to your pensions. It’s fantastic to know that things have worked out as you’d hoped and that you’re now retired with enough in place to keep things running smoothly. That’s always the goal, and I’m so pleased we got there. Really appreciate you taking the time to share your thoughts.Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lawrence Clarke held a small private pension of ours and initial contact was with regard to that. Our ISAs weren't performing too well at that time, so we decided to put them in Kelley's hands.
How has Kelley Duncan helped you?
Kelley looked at our circumstances and directed us to an ISA package that was appropriate for us. She also reviewed our other pensions and financial products and advised us accordingly.
Have you seen the outcome you were hoping for?
After an unsettled start, due to fluctuations in the stock market, we have seen an increase in performance this year, which we are very pleased with. I would add that Kelley is very friendly and always a pleasure to talk to and is extremely down to earth and reassuring.
What could they have done better?
Kelley always explains everything in a cheerful and friendly manner and we don't believe she could have done any better for us than she has.
Kelley:
Thank you for your detailed and thoughtful review. It’s wonderful to hear that you’ve found my approach friendly, down-to-earth, and reassuring. I always aim to make financial planning as clear and accessible as possible, so I’m delighted to know this has been helpful for you. I’m also pleased to hear that, despite the initial fluctuations in the stock market, your investments are now performing as you hoped. Helping clients find the right ISA packages and reviewing pensions to align with their goals is an important part of what I do, and it’s great to see it’s made a difference for you. Your kind words mean so much to me, and it’s been a pleasure supporting you throughout your financial journey. If you have any further questions or need ongoing support, please don’t hesitate to reach out.