Reviewed for
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 9 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 1 )
£100k - £200k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To maximise the return and security of our savings and to obtain specialist advice on financial matters
How has James Murphy helped you?
Polite, and welcoming, James has provided clear and concise advice with the detail and options necessary for us to make informed financial decisions.
Have you seen the outcome you were hoping for?
Subject to the market fluctuations yes the outcome we expected has been realised.
What could they have done better?
I'm very happy with the advice process currently in place.
James:
Thank you so much for sharing your feedback about our work together. I'm delighted to hear that you feel well-supported and that the clear, detailed advice I've provided has helped you make confident financial decisions. Achieving the outcomes you were hoping for, even with market fluctuations, is always a priority, and I’m glad to know that the planning we’ve done has met your expectations. I understand how important it is to have a trusted adviser when looking to maximise the return and security of your savings, and I’m grateful for the opportunity to support you with that. Your feedback means a lot to me—thank you for allowing me to be part of your financial journey.Review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we have been a client of Lawrence Clark for over 20 years. Our advisor retired and James has taken over
How has James Murphy helped you?
A yearly meeting to go over our finances, pension advice and planning for retirement
Have you seen the outcome you were hoping for?
yes we have been given good advice and will be working with James over the next few weeks to finsih the planning
What could they have done better?
nothing
James:
Thank you so much for sharing your experience and for placing your continued trust in us over the years. I’m very pleased to hear that I’ve been able to step in seamlessly and maintain the high standard of service you’ve come to expect. Meeting with you regularly to review your finances, pensions, and retirement plans is essential to keeping everything on track, and I’m delighted that you’re seeing the results you hoped for. I look forward to supporting you further as we finalise your plans together over the coming weeks. Thank you again for your kind words and for letting me be part of your financial journey.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a customer of LCP for over 10 years and I was recommended by my previous IFA.
How has James Murphy helped you?
Provided advice on general financial matters following my retirement.
Have you seen the outcome you were hoping for?
I have found LCP's advice and financial planning services invaluable over the past 10 years and this has enabled me to retire earlier than anticipated.
James:
Thank you so much for your thoughtful review and for trusting the team at Lawrence Clarke Ltd over the past decade. It’s incredibly rewarding to know that the guidance provided, particularly around retirement planning, has been valuable to you and even allowed you to retire earlier than expected. My goal is always to offer clear and practical advice tailored to each client’s unique aspirations, so I’m truly pleased to have supported you in making your retirement transition smoother and more achievable. Thank you again for your kind words and for letting me be a part of such an important journey in your life.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with this company since the instigation of my company pension 30 plus years ago
How has James Murphy helped you?
Very informative,friendly,helpful, professional and always available for advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
James:
Thank you so much for your kind words and for trusting Lawrence Clarke Ltd with your financial planning for over 30 years. It’s truly rewarding to know that you’ve found my support informative, friendly, and helpful throughout. I’m especially pleased that I’ve been able to help you achieve the outcomes you were hoping for and to be available whenever you need advice. It’s an honour to work with you on your company pension and overall financial planning, and I look forward to continuing our relationship for many more years. Please feel free to reach out anytime you have questions or need guidance—I’m always here to help.Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been with Lawrence Clarke for about 10 years with another advisor who we were very pleased with. On his retirement James took over as our advisor and continued the good work.
How has James Murphy helped you?
We have an annual meeting to advise if changes are needed to our pension investments or tax changes that may affect us
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing in particular
James:
Thank you very much for sharing your feedback. I’m so pleased to hear that, after a decade with Lawrence Clarke Ltd, the transition to working with me has felt seamless and that you feel the same high standard of advice has continued. Our annual reviews are a crucial part of ensuring that your pension investments and any tax considerations stay aligned with your goals, and I’m glad you find these sessions helpful. Thank you again for your trust and loyalty over the years. I look forward to continuing to support you in achieving your financial aspirations.