Richard's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 97 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 40 )
Auto Enrolment ( 2 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 34 )
Inheritance Planning ( 4 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 19 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 20 )
£100k - £200k ( 20 )
£50k - 100k ( 8 )
Up to £50k ( 10 )
Review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice required
How has Richard Platt helped you?
He helped us to consolidate our pensions and so far increase returns
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and pension transfers
How has Richard Platt helped you?
Richard and the Clarity Wealth team helped pull together 3-4 pension pots for both me and my husband, he also gave advice on how to make the total pot work best for us both. He has provided peace of mind at a time that could have been very stressful. Hassle free and sound advice over the last 4-5 years so we are very pleased with the service we are receiving.
Have you seen the outcome you were hoping for?
We are very pleased with the outcome. Our pens seem to be on track and are doing better than expected.
What could they have done better?
I don’t believe they could have done any better than the have already done, we are both very pleased with the advice and helpfulness of Richard and Clarity Wealth.
Review
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help us manage our money and gain a good reture.
How has Richard Platt helped you?
Has helped us to make a wise decision.
Have you seen the outcome you were hoping for?
Yes our money has grown over the last 10 years.
What could they have done better?
We have been happy with the service we received.
Review
by a verified client in Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement
How has Richard Platt helped you?
Richard and the Clarity Wealth team helped pull together 4-5 pension pots and then gave advice on how to make the total pot work best for me and my wife. They provided peace of mind at a time that could have been potentially stressful. Hassle free and continued with sound advice over 3-4 years.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Don't believe they could have done much different or better for me in my circumstances. Very pleased with the outcome.
Richard:
Dear Ronnie, Thank you for taking the time to write a review of our services. Also a special thanks for the bottle of wine you gave us for Christmas, it was yummy! It has been a pleasure to help you with your retirement and pensions. You are always an absolute pleasure to work with! We lookl forward to seeing you again soon. Kind Regards Richard and the team at Clarity Wealth Limited.Review
by a verified client in North Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer advise
How has Richard Platt helped you?
Investing my pension pot
Have you seen the outcome you were hoping for?
My pension transfer has been completed and invested as per Richards advise.
What could they have done better?
Excellent service from start to finish by all the team
Richard:
Dear Claire, Thank you for taking the time to write a review of our services. It has been a pleasure to help you with your pension transfer and investments and I am delighted that you think our team is Excellent! We lookl forward to seeing you again soon. Kind Regards Richard and the team at Clarity Wealth Limited.