Maxine Clarke

Please provide a brief comment about your experience with Maxine

Friendly and knowledgeable with sorting out our pension schemes

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

I had several pensions with various companies that i needed looking at.

How has Maxine Clarke helped you?

I have consolidated some pensions and the others have been left to run as they are so I benefit fully from them. I now have a plan going forward of when I can look at retiring.

Have you seen the outcome you were hoping for?

Yes fully

What could they have done better?

nothing

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

I have known Maxine for over 10 years. I sought advice about a personal pension review and consolidation.

How has Maxine Clarke helped you?

Maxine undertook an entire personal pension review on all my individual pensions. Following tji review advice and guidance was given how best to maximise my personal pension status.

Have you seen the outcome you were hoping for?

Yes, and it was absolutely worth the time and money to complete that process. My pension is now earning me money and is also safe. It is reviewed yearly.

What could they have done better?

Nothing. The advice given is always well informed, considered and gives me options to discuss and agree the best way forward for my situation.

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

Deciding to opt out of a company pension scheme that looked like it was heading into financial difficulties.

How has Maxine Clarke helped you?

Transferring out to an E-sipp Personal Pension after going through pro's and con's with unbiased recommendations. All risks were explained well with regards to the investments and growth or possible losses. Risk profile assessments and reviews of personal finances were undertaken to ensure suitability of services and all costs fully explained.

Have you seen the outcome you were hoping for?

Having reached a drawdown stage with my personal pension it was definitely the right decision to opt out my old company pension. The ability to take out lump sums and choice of monthly drawdown are great and I was advised of their effect and sustainability of the fund before taking any monies out. My investment has grown more than I expected, considering the tough worldwide financial times of the past few years.

What could they have done better?

I'm satisfied with the regular reviews, financial assessments and growth of the fund. All replies to help or queries have always been very prompt. Overall a good experience with no real negatives.

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

Wanted to see how my pensions were looking

How has Maxine Clarke helped you?

Maxine had great advice and took the time to explain things thoroughly and made me feel so comfortable with her professionalism aswell as making me feel like a trusted friend

Have you seen the outcome you were hoping for?

Definitely! I am so pleased with the outcome

What could they have done better?

NothingMaxine went above and beyond ! Excellent service !!

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

Retirement was imminent and financial planning and advice was needed.

How has Maxine Clarke helped you?

Maxine provided financial planning and advice on pension transfers investment and the best ways to draw down pensions and in which order.

Have you seen the outcome you were hoping for?

The first year was not ideal but that was mainly due to global economic conditions since then the performance has been as we had hoped.

What could they have done better?

Not sure Maxine could have done much more. Always available to answer questions and give professional advice. Maxine is very approachable professional and treats us as friends.

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

Pension requirements

How has Maxine Clarke helped you?

With pension and stocks and shares isa

Have you seen the outcome you were hoping for?

Yes very pleased with mid term performance

What could they have done better?

Happy with current levels of service

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

Read a Which article regarding personal finance which lead me to research potential advisors.

How has Maxine Clarke helped you?

During initial interview gave a clear explanation of how financial markets (incl banks) work. I was surprised when contacting my bank on discovering how much I was being charged to handle my investments. Made another appointment and acted on her advice and transferred my investments

Have you seen the outcome you were hoping for?

Very positive. Steady growth on both investments which exceeded my expectations

What could they have done better?

Not applicable. Cannot fault the service provided. Reviews conducted on a regular basis either at home or in the office.

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

A need to organise my pensions and plan for the future.

How has Maxine Clarke helped you?

She has consolidated my pensions and provided illustrations of the future.

Have you seen the outcome you were hoping for?

Generally yes.

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

Closure of my final salary pension

How has Maxine Clarke helped you?

Fantastically

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

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

Pension transfer

How has Maxine Clarke helped you?

Maxine has always been extremely professional, very friendly and has helped me understand my options.i now have a much better understanding of pension portfolios and financial planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Pension advice

How has Maxine Clarke helped you?

Always calls back and helped me to achieve my retirement goals

Have you seen the outcome you were hoping for?

Absolutely good advice

What could they have done better?

Nothing as far as I am concerned

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

I was in receipt of a private pension after a divorce settlement.

How has Maxine Clarke helped you?

Maxine recommended the most suitable pension provider for my circumstances and explained the reasoning behind her recommendation.

Have you seen the outcome you were hoping for?

Yes.

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

transfer of my pensions to one platform and investments

How has Maxine Clarke helped you?

Maxine has been instrumental in managing our financial planning, from pension tranfers to tax-efficient strategies within our business. We wholehaeartdley recommend her, as we have to friends, colleagues, and family. Her advice is genuine and goes above and beyond her duty to ensure we are getting the best advice at the right time, nothing is too much trouble.

Have you seen the outcome you were hoping for?

growth

What could they have done better?

nothing

Please provide a brief comment about your experience with Maxine

Her knowledge and expertise really make you feel comfortable with making decisions

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

Investing money onto the stock market.

How has Maxine Clarke helped you?

Recommended portfolios with reasonable costs.

Have you seen the outcome you were hoping for?

No, due to unforeseen events affecting the entire stock market.

What could they have done better?

Not sure.

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

Needed pension advice

How has Maxine Clarke helped you?

Maxine provides thorough and understandable advice. She is always available to help or answer questions or queries I have regarding my pension and financial planning

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

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

Protection

How has Maxine Clarke helped you?

Positive outcomes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Little issues were with poor service from providers not Maxine

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

Wanting to invest my pensions

How has Maxine Clarke helped you?

Maxine was absolutely amazing, explaining in detail matching my needs and going above and beyond ! Thank you so much

Have you seen the outcome you were hoping for?

Most definitely! And more !

What could they have done better?

Nothing at all !

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

Change in family circumstances

How has Maxine Clarke helped you?

Provided fast, discreet and understanding service

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Maxine

As always Maxine gives sound advice despite it not necessarily being what you want to hear

Please provide a brief comment about your experience with Maxine

Maxine was a very good listener and came Up with some very good valid points

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

The need for a financial plan review of pensions and investments

How has Maxine Clarke helped you?

Maxine is a lovely caring person, she listens very well, has an uncanny knack of asking you questions that you had never thought of asking. She asks loads of questions, listens, goes off and researches; and comes back with a strategic plan, taking account of our values, ethics and objectives. And when life does not go to plan, as it does for us sometimes, Maxine is just a phone call away, for her to ask us her inevitable sound objective questions, helping us (coaching us) to make wiser financial decisions.

Have you seen the outcome you were hoping for?

Maxine has advised two generations of our family, and will soon be advising the third. For my parents she excelled, the outcome was amazing. And for us, we are very happy.

What could they have done better?

Continue being you.

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

I moved a work pension

How has Maxine Clarke helped you?

She is always available to talk to and gives great advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I had been with my old pension company and felt i was getting value for ,I was recomened maxine by a friend

How has Maxine Clarke helped you?

Maxine has advised me on my pension and the best pot to be in , I see hear ever year for a review of my pension

Have you seen the outcome you were hoping for?

Yes have a good return but in the last few weeks have lost some but that would have happened where ever i had my money

What could they have done better?

Dont think she could have done anything different

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

Pension advice

How has Maxine Clarke helped you?

She has guided me through the pension minefield with patience

Have you seen the outcome you were hoping for?

Very Much so

What could they have done better?

Nothing more than happy

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

Pension & investment advice

How has Maxine Clarke helped you?

Looked at alternative pension requirements, tax planning and investing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

only if she had a crystal ball to look at the markets

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

I needed help with my future financial planning.

How has Maxine Clarke helped you?

Maxine always gives great advice and guidance through all aspects of my pension and savings plan. I would be very happy to recommend her to anyone looking for a straight forward approach to financial planning and saving for their future.

Have you seen the outcome you were hoping for?

Yes I have been very happy with the outcome, I have a way to go to get to retirement but Maxine keeps me on track.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

I can panic and over react when global events affect investments but do feel reassured that Maxine is being proactive in making decisions to help keep my investments as safe as possible in these testing times. She does make me feel no question is too stupid and helps me deal with my anxieties. She is lovely to deal with, is professional and passionate about her work with an honest straightforward approach. I highly recommend her services.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Maxine is always available to answer any questions or concerns we may have about our investments and always answers emails or messages promptly. She makes sure our portfolio is diverse and with a risk level we are comfortable with. We would highly recommend Maxine to anyone wanting a Financial Adviser. We have been clients for 28 years now and that is testament as to how good she is!

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

By reviewing investments to see how they are performing

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

I had several pensions that didn't seem to be working for me and need advice and guidance.

How has Maxine Clarke helped you?

She has given me excellent advice and is always at the end of the phone should i need to speak to her.

Have you seen the outcome you were hoping for?

Yes i have my pension pot has grown considerably thanks to Maxine's help and advice.

What could they have done better?

Nothing, Maxine is a first class financial advisor who is very approachable and friendly.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Maxine has continued to help and support me with my financial matters.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Once again Maxine advised us to cash in a bond which was not performing as well as it had. We switched to a better performing General Investment Account and everything was completed quickly and efficiently. We have absolute trust in Maxine as she has been our adviser for over 20 years and her vast knowledge of the funds available, inheritance tax and pensions have enabled us both to retire early.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

I trust Maxine with my financial situation, I always feel comfortable with the advice given.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Transfer of Pension

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Maxine has helped me with investments and Inheritance planning for a number of years. She knows my situation very well and always uses investment and saving accounts to fit my needs.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

I feel extremely fortunate in having had the benefit of Maxine’s financial advice for around the last 15 years. I have continued to benefit both financially and with peace of mind even through these very difficult turbulent times. Maxine has a passion, knowledge and genuine dedication to achieving the very best for her clients.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Moved my portfolio to a new fund and periodic review to assess pension performance and suitability.

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

Efficient, friendly and the most comprehensive advice; nothing is too much trouble for Maxine she is professional, but gives you very personal service and always provides updates with excellent communication at all times.

How has Maxine Clarke helped you?

We have been clients of Maxine Clarkes through good and challenging market times. Her advice and support are invaluable always demonstrating honesty, integrity and transparency. We genuinely trust and appreciate her professional expertise advising us on all pension, investment and regulatory matters. She is both very welcoming and efficient. We have had no hesitation in recommending Maxine to our clients and friends.

Have you seen the outcome you were hoping for?

yes

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Maxine has been invaluable as always, i sometimes find it hard to understand pensions and investments. Maxine explains everything in layman’s terms and i find this very reassuring that Maxine wants to make sure i get it, fantastic.

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

I had 2 pensions and wanted to find out if would be better to transfer into 1.

How has Maxine Clarke helped you?

Advised me to transfer to a different account with better interest .

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

I am very happy with advise given.

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

I was looking for a honest & reliable advisor, who would be available when the need arose.

How has Maxine Clarke helped you?

Maxine explained the way forward with my pension fund that would be most beneficial to me. Maxine is very approachable, professional & friendly. Always replies to text/emails the same day. Her confidence & knowledge allows me to feel secure about my financial matters.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In my opinion Maxine’s years of experience shows in her service to her clients, I don’t feel she could have done any better.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Maxine is incredibly informative and puts into words that you can understand. She explains things to incredible detail and makes sure you understand before moving on. She makes you feel comfortable and never will she rush you. I would highly recommend her.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

At my recent review we discussed my investments, my situation, the current financial situation and we agreed to make some minor beneficial changes. I feel confident that Maxine will contact me in between reviews if she recommends further adjustments. She is always happy to discuss things if I have any questions or concerns.

This review is a follow-up review from a client who left a review previously.

How has Maxine Clarke helped you since your last review?

Maxine recommended moving investments to another fund to aid recovery after the recent global crisis. Everything was done in a timely professional manner as usual with regular updates from Maxine during the transfer. After 20 years of advice we were more than happy to act on her advice as it has put us in great shape for our retirement.

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

I had too many pensions and didn’t know how they were being managed.

How has Maxine Clarke helped you?

Maxine was a great help as she was able to bring all my pensions into a single managed fund and you can tell she really cares about the service she provides.

Have you seen the outcome you were hoping for?

It’s a difficult time at the moment but at least i am confident that Maxine is keeping an eye on my future.

What could they have done better?

Nothing really, Maxine is polite, friendly and a genuine person she is also very easy to talk to which is like a breath of fresh air.

Please provide a brief comment about your experience with Maxine

Maxine was Absolutely awesome, she could not have been more helpful and pleasant. She did her utmost to find out my needs and then offer sound advice afterwards. I will certainly use Maxine in the future and would highly recommend her services to anyone. She is one amazing person.

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

Pension advise

How has Maxine Clarke helped you?

Pension fund

Have you seen the outcome you were hoping for?

No

What could they have done better?

Probably nothing?

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

Closing of company pension scheme

How has Maxine Clarke helped you?

With advice

Have you seen the outcome you were hoping for?

Ye until this crisis happened

What could they have done better?

Never know

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

pension review

How has Maxine Clarke helped you?

pension transfer

Have you seen the outcome you were hoping for?

very happy with product provided

What could they have done better?

Maxine was efficient and kept me informed of progress and always returned calls

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

Pension advice

How has Maxine Clarke helped you?

Explained everything in laymen’s terms so I understood everything .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I was very happy with the advice I was givdn

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

Due to a job change following redundancy and my age I took the decision to review my entire pension portfolio.

How has Maxine Clarke helped you?

Maxime advised and reviewed my entire working pensions and advised accordingly

Have you seen the outcome you were hoping for?

Absolutely my pension pot is now in a secure place and is reviewed on a yearly basis to ensure I’m getting the best out of it.

What could they have done better?

Nothing I’m always confident in the advice and suggestions that Maxime makes

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

Transfer of final salary pension

How has Maxine Clarke helped you?

Processed the transfer and assessed my financial needs in setting up the new SIP.

Have you seen the outcome you were hoping for?

yes happy with everything that’s been done.

What could they have done better?

Possibly look to transfer to a better performing company within the growth category in the future.

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

Company Pension that had to be transferred out

How has Maxine Clarke helped you?

Maxine helped me transfer the company pension and consolidate my other works pensions. Also helped with pension drawdowns

Have you seen the outcome you were hoping for?

Yes

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

To transfer out of company pension scheme & into private pension.

How has Maxine Clarke helped you?

Prepared a Occupational Pension Analysis & Transfer to self invested Pension Plan.

Have you seen the outcome you were hoping for?

Yes until Covid 19 arrived.

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

Pension was frozen not making anything

How has Maxine Clarke helped you?

Gave me advice and did everything for me

Have you seen the outcome you were hoping for?

I did until coronavirus

What could they have done better?

Nothing

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

Investing in pensions and for our childrens future

How has Maxine Clarke helped you?

Explained the options and suggested what products past performance and charges were

Have you seen the outcome you were hoping for?

Investments had performed well until recently. But that is the current market.

What could they have done better?

Maxine is always available via email or phone

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

British steel pension breakdown

How has Maxine Clarke helped you?

Penton transfer. How to have a income that suits me in retirement

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

Keep up the good work.

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

Needing to look at restructuring my savings

How has Maxine Clarke helped you?

Suggested I moved to True Potential platform

Have you seen the outcome you were hoping for?

Yes, up until the recent Coronavirus situation, I had been happy with my investment.

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

I needed the expertise of someone to advise on my retirement/financial planning as I had not seen a specialist/advisor for some time. Maxine came highly recommended by a friend.

How has Maxine Clarke helped you?

Maxine gave a very balanced view of my financial position and more importantly I received great advice on how to move things forward.

Have you seen the outcome you were hoping for?

Yes things moved forward from day one, financial planning is not something I look forward to but with Maxine on hand I am now confident to go to the next stage.

What could they have done better?

Maxine explains everything in easy to understand terms, just as it should be.

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

Independent financial advice

How has Maxine Clarke helped you?

Range of products discussed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

For many years I did my own research and investing but decided that I wanted to hand over my finances to someone that I could trust.

How has Maxine Clarke helped you?

Maxine set up isa’s for my wife and myself. She helped us with inheritance planning by setting up a family trust for us. Maxine was invaluable when it came to pension planning and organising our income from investments when we both retired. Plus she supplied valuable advice to my wife regarding turning her AVC’s into a drawdown pension.

Have you seen the outcome you were hoping for?

Well apart from the corona virus effect on the markets all has gone very well.

What could they have done better?

I can’t really think how Maxine could have done better for us, that is probably a measure of how well things are going for us. The only thing that is sometimes irritating is how information is displayed on the online pages. Makes no difference to how our investments perform but if I had to criticise something, that would be it. Not really in Maxine’s control though, just the company she is with.

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

To set up our company pension and our SAS

How has Maxine Clarke helped you?

Provided accurate advice in an efficient way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Pension advice and transfer

How has Maxine Clarke helped you?

Helped me transfer pension

Have you seen the outcome you were hoping for?

So far so good yes

What could they have done better?

Nothing had no problem with Maxine always been there to Explain things and listens to what you have to say!

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

In was in my early sixties working in a job with a pension attached. I still had membership of 3 pension schemes linked to previous employments I also had a couple of ISAs linked to my bank and I was also in a position to start saving/investing again. With retirement looming in approx. 5 years time I wanted to get my finances in order

How has Maxine Clarke helped you?

Initial interview established my current financial position and what I hoped to achieve in the future. Carefully and fully explained various options available. Included in the analysis was the current cost of my investments and the costs of any future investments. With regards to my pensions it was clearly explained which schemes I would be better staying with and the benefits of transferring the others. I followed Maxine's advice to the letter.

Have you seen the outcome you were hoping for?

I have been very happy having Maxine as a personal adviser. Extremely satisfied with the Stocks and Shares ISA recommended which more than fulfilled my expectations* Also extremely satisfied with the pension fund set up* but not yet taken * Both have dropped considerably during the coronavirus outbreak. Maxine did contact me to discuss the situation. I see no reason to change anything and still have complete faith in Maxine.

What could they have done better?

I cannot think of anything Maxine could have done better. At all stages she checked my understanding of her advice and the possible options/outcomes. Always returned my calls/messages promptly.

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

Maxine has cared for our family for years, and she's the only one I'd go to for advice, as she's caring, genuinely friendly, but above all she is fastidious with her financial research and advice.

How has Maxine Clarke helped you?

"Maxine, is regarded as a Super Star in our family. Having set the family on the right path some years ago, it was not until one of the family became ill and eventually passed over we truly discovered and appreciated what Maxine had actually done! Wow. We are indebted to her.'.

Have you seen the outcome you were hoping for?

We are all ahead of schedule, so happy.

What could they have done better?

When one family member had their review with Maxine a few years ago, they expected a quick review and to be given advice, and unbeknown to Maxine they were starting to get impatient and could not appreciate why we rate Maxine so highly. But, come the review meeting they soon appreciated the difference. And walked out very impressed and at ease. They had never had such a detailed appraisal and review of their finances. Needless to say, they signed up and are financially more at ease.

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

investment advice for retirement income.

How has Maxine Clarke helped you?

Maxine has given me good financial advice for a number of years. She explains her recommendations simply and clearly and covers all options. She keeps a close eye on investments made and suggests alternative investments should circumstances change.

Have you seen the outcome you were hoping for?

Yes. My investments are giving me a good retirement income.

What could they have done better?

I am 100% happy with the help and advice given to me by Maxine and do not hesitate in recommending her.

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

Maxine was originally an adviser for my parents. She helped them with inheritance planning, investing money to generate income when my father went into a care home, and with Probate when they died.

How has Maxine Clarke helped you?

She has helped me and my wife with inheritance planning and invested money for us when I retired and sold my business.

Have you seen the outcome you were hoping for?

We are confident that our finances have been dealt with in the most tax efficient way and know that as result of this, there will be a substantial tax saving to our family when we pass on.

What could they have done better?

Nothing comes to mind.

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

Transferring out of final salary scheme.

How has Maxine Clarke helped you?

Advised on best way forward for my personal needs.Outlined pros and cons of moving from a final salary schemeHer advice gave me a better understanding of the pension "minefield" and put my mind at ease to make my decision easier.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.. I found it to be a first class service

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

Maxine has helped us for a number of years, beginning with helping my father when he began to have dementia problems.

How has Maxine Clarke helped you?

Maxine advised on the right accounts to help with fathers care fees and planning for future inheritance. She understood our situation, steered us and helped us through some very difficult times. Recently she has helped us through selling our family business giving us advice on Inheritance Tax and Capital Gains Tax.

Have you seen the outcome you were hoping for?

Our business is now sold and we are comfortable in retirement with the knowledge that our children will be better off thanks to careful planning.

What could they have done better?

I can't think of anything she could have done better.

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

My husband and I wanted to invest for the future to enable us to take early retirement.

How has Maxine Clarke helped you?

Maxine listened to our needs and understood our attitude to risk. She advised us the best way to achieve our goals within our 'comfort zone'. Over the 20 years we have been with her we have always been happy with the advice and the achievements we have made with our investments.

Have you seen the outcome you were hoping for?

Yes. We have both been able to take early retirement and have the lifestyle we want without debt. Without Maxines sound financial knowledge of market strategy, taxation and inheritance planning we would not be in the financial position we are in today. She advised us when to move funds, when to invest more and when to 'sit tight ' during volatile markets. She also advised us how to make the best of our company pensions.

What could they have done better?

After 20 years I would find it very difficult to suggest anything to improve on. Maxine always goes 'above and beyond ' for her clients. She is always ready to answer any questions by phone or email and keeps in contact just to let us know everything is going well or to arrange a review if necessary.

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

I needed to transfer a pension following a divorce.

How has Maxine Clarke helped you?

Maxine was recommended to me by a friend. I was going through the daunting process of sorting out my pension and found it all very confusing and didn't understand it at all. Maxine was patient, and made a very difficult subject easy to understand. She was able to simplify it in order to break down all the complicated components, and make it completely understandable. Maxine clearly knows her subject matter thoroughly, and her knowledge base is second to none. She reviewed all my assess and discussed all the options available to me, in terms I clearly understood and not full of jargon. I asked so many questions, and she always made me feel like they were valid questions, even when looking back, some weren't, but she remained professional at all times. It was more like speaking to a friends than an IFA. What was refreshing, was her excellent communication. She kept me up to date throughout the whole process and never did I have to chase her for any updates. Even after the pension transfer took place, she still made sure she stayed in touch to ensure I was completely happy with everything. If you want sound advice, an honest review of your assets, a professional yet friendly service, with someone who is incredibly knowledgeable, then give Maxine a call.

Have you seen the outcome you were hoping for?

Yes I have and am very impressed. It’s more than I could have wished for.

What could they have done better?

In my opinion - nothing. Maxine has provided me with everything I needed to know, enough and more, information In order for me to make a decision and she has kept me well informed so have not needed to ask her as she’s always got there first.