William's reviews
Reviewed for
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Yorkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Apogee since 2016
How has William Kelly helped you?
Clarified the position regarding my pension options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The service received was more that satisfactory, no need for improvement
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on investing over a relatively short period as a balanced investor.
How has William Kelly helped you?
Good advice and my investment is doing well.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser was retiring and Apogee took over his business.
How has William Kelly helped you?
William has always been available to assist with my pension advice and investment, also helping when I have needed access to funds quickly for roofing repairs.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
William is always approachable and kind as well as professional and knowledgeable, there isn’t anything that William could have done better.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Current employer ceased providing
How has William Kelly helped you?
Very helpful & professional, easy to communicate with.
Have you seen the outcome you were hoping for?
Very satisfied
What could they have done better?
Not much
Review
by a verified client in Cheshire
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I became involved with Apogee many years ago when they looked after the company pension of a previous employer. I carried on dealing with them after I left that company so that they could help me to manage my pension savings; William was assigned as my adviser when his colleague suddenly left the company.
How has William Kelly helped you?
The key aspects have been the transfer of my ex-husband's pensions into my name, in line with the divorce court order, and starting to plan for retirement.
Have you seen the outcome you were hoping for?
The transfers have taken place and any delays have been due to the pension providers and not Apogee. The information provided in the forecasts for accessing my funds during retirement was detailed and clear. It is difficult to calculate the "value" in terms of costs:benefits, but I am paying for technical expertise that I lack,
What could they have done better?
No specific suggestions come to mind.