Elliot's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 1 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 20 )
Financial Mentoring ( 6 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Elliot
Elliot was very helpful in providing a clear and comprehensive summary on how Tax-Free Childcare works and the steps to claim under it. His practical guidance gave me a clearer perspective on how to manage my finances going forward.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Elliot
Friendly, down to earth, easy to talk to. Listens and gave good advice.
Elliot:
Thank you, it was a pleasure to speak with you and discuss your family's needs.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to look for pensions advice and retirement financial planning
How has Elliot Smith helped you?
Absolutely, yes. And we would highly recommend him.
Have you seen the outcome you were hoping for?
Indeed, so far yes we have.
What could they have done better?
Nothing. He has been thoroughly professional, helpful and quite clear with every step.
Elliot:
Thank you for your kind review. I have enjoyed getting to know you both and helping you with your financial planning.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been badly let down by my longstanding pension adviser and my son had started working with Elliot and suggested an informal meeting.
How has Elliot Smith helped you?
Moved my SIPP/pension so that it has recovered some of it's previous losses and reduced both my Corporation and personal tax liabilities.
Have you seen the outcome you were hoping for?
Yes. I wish we had engaged Elliot sooner.
What could they have done better?
Nothing I can think of.
Elliot:
Thank you for your kind review. I am glad we have been introduced and that we have been able to improve your tax and pension situation.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have already retired and my husband was looking to take early retirement so that we could spend more time together.
How has Elliot Smith helped you?
Elliot has enabled my husband to retire nearly 2 years earlier than originally planned and has also enabled me to move my pension investments into more efficient products.
Have you seen the outcome you were hoping for?
Yes, my husband is due to retire shortly and I have also seen a positive return in my investments.
What could they have done better?
He has far exceeded my expectations. I am very happy with the information and services he has provided.
Elliot:
Thank you very much for your kind review. It has been my pleasure helping you both.