Larry's reviews
Reviewed for
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 22 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Various pension pots needed investing
How has Larry Clarke helped you?
Kind & patient , always had time to explain & recomend
Have you seen the outcome you were hoping for?
Yes investments are doing well
What could they have done better?
Printed statement every 6 months in post
Larry:
Thank you for taking the time to share your feedback. It’s great to hear that you’ve found our discussions helpful and that your investments are performing well. Providing clear explanations and tailored recommendations is always a priority, so I’m pleased to know this approach has been valuable to you. If there’s ever anything else you need or any questions about your investments, please don’t hesitate to get in touch. I look forward to continuing to support you with your financial planning.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Larry was my husbands financial advisor and on his death in 2023 it was comforting to know that all his financial affairs were already placed in Larry’s care for me to inherit.
How has Larry Clarke helped you?
After the sale of the home I shared with my husband (far too large for me alone) he advised me and guided me through investment options that would be in my best interest for the future. He was my ‘peace of mind’ mentor.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
I don’t see that he could have done anything more……very reassuring.
Larry:
Thank you for taking the time to share your experience. I’m glad I could provide reassurance and support during such a difficult time. Ensuring a smooth transition of financial affairs is always a priority, and I’m pleased that the guidance around your investment options has given you peace of mind for the future. It’s great to hear that you feel confident in the outcomes we’ve achieved together. Financial planning is about more than just numbers—it’s about providing security and clarity when you need it most. If there’s ever anything further I can do to support you, please don’t hesitate to reach out.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was a friend of Larry
How has Larry Clarke helped you?
He does all the hard work for me
Have you seen the outcome you were hoping for?
Yes
Larry:
Thank you for taking the time to share your feedback. I’m really pleased to hear that you’ve found my support helpful and that I’ve been able to take the hard work off your hands. My goal is always to make financial matters easier to manage and give you peace of mind. It’s also great to know that you’ve seen the outcomes you were hoping for. If there’s ever anything more I can do to assist you, please don’t hesitate to get in touch. I truly appreciate your trust and look forward to continuing to support you.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Larry was recommended to us by a friend & we were dissatisfied with our FA at that time
How has Larry Clarke helped you?
Larry has re-invested our funds and we are very satisfied with the results. He has also advised me on a trust for my daughter with special needs
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
Larry:
Thank you very much for your review. I’m delighted to hear that your experience working with me has been positive and that my approach has met your expectations. It’s wonderful to know that the reallocation of your investments has provided the results you were hoping for and given you greater confidence. I’m also glad that the guidance on setting up a trust for your daughter has helped you plan for her future in a way that supports her unique needs. Building trusted, lasting relationships is essential in financial planning, and I truly appreciate the recommendation that led you to me. Thank you again for placing your trust in me to help you achieve your financial goals.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to invest for retirement
How has Larry Clarke helped you?
Good advice and planning
Have you seen the outcome you were hoping for?
Yes and very happy with outcome
What could they have done better?
Nothing, met every expectation
Larry:
Thank you very much for your kind review. I'm so pleased to hear that you feel all your expectations have been met and that you’re happy with the results of our work together. Helping clients like you plan for a secure and comfortable retirement is my priority, and it’s wonderful to know that my advice and planning have brought the outcome you were hoping for. I look forward to continuing to support your financial journey and helping you make the most of your retirement investments. Thank you again for your trust.