Amy Burge

Ellis Bates Financial Advisers (part of Shackleton)

Amy's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 36 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 28 )

Auto Enrolment ( 1 )

Investments and Savings ( 16 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 7 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 18 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 11 )

£100k - £200k ( 7 )

£50k - 100k ( 2 )

Up to £50k ( 6 )

Review

by a verified client in Tyne and Wear

3 days ago

Overall

Advice

Service

Value

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

Pension transfer

How has Amy Burge helped you?

Reviews my finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

Amy:

Thank you for the lovely review Jerry, I really appreciate it! Amy

First impression

by a VouchedFor user

18 days ago

Overall

Please provide a brief comment about your experience with Amy

Amy gave us a comprehensive and clear introduction to the services Ellis Bates can provide. Thank you very much Amy.

Amy:

Hello Bridget Thank you for your review, I really appreciate it Many thanks Amy

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Amy

Initial conversation with Amy was very productive, she was engaging and knowledgeable.

Amy:

Hello Victoria Thank you for your review, I really appreciate it Many thanks Amy

Review

by a verified client in Durham

a month ago

Overall

Advice

Service

Value

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

Long term financial planning after retirement

How has Amy Burge helped you?

Amy is new to me and her support has been up to the standard I have expected

Have you seen the outcome you were hoping for?

For my level of perceived risk the outcome has been good.

Amy:

Thank you for your kind review Peter, Many thanks Amy

Review

by a verified client in Tyne and Wear

2 months ago

Overall

Advice

Service

Value

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

I have worked with Ellis Bates for several years and when Mike Gent retired I moved across to Amy. I am very happy with the service I receive.

How has Amy Burge helped you?

Amy has guided me with regards to future inheritance planning and and given advice on maintaining existing investments and pension

Have you seen the outcome you were hoping for?

Yes generally. There was a sharp dip post COVID, but things seem to be on an upward trajectory now, which is pleasing and reassuring.

What could they have done better?

Nothing that I can think of. All seems fine.

Amy:

Thank your for you review Garry Many thanks Amy