Larry's reviews
Reviewed for
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 1 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 20 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
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?
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
4 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.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 wanted someone who I could trust with my money.
How has Larry Clarke helped you?
Good advice and information.
Have you seen the outcome you were hoping for?
Yes.
Larry:
Thank you for sharing your feedback. I’m so pleased to hear that you found the trustworthy guidance you were looking for. Building that kind of confidence is something I prioritise, so it’s truly rewarding to know you feel secure with the advice and information I’ve provided. It’s also wonderful to hear that you’re seeing the outcomes you’d hoped for. I’m committed to helping clients reach their financial goals through careful planning and ongoing support, and your experience is a valued reflection of that. If there’s ever anything further you need, please don’t hesitate to reach out. Thank you again for your trust and for allowing me to 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?
Company Director approaching retirement and needed expert advice for investments and financial planning going forward.
How has Larry Clarke helped you?
Larry has been invaluable to me both personally and for my immediate family over the years I have known him. Has always been totally accessible 24/7 and has kept me informed with the latest movements in the financial markets. Has managed to plan and grow my investments and pensions very professionally but also with a hands on friendship that makes this relationship a pleasure rather than a chore.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Cant think of anything.
Larry:
Thank you very much for your kind review and thoughtful reflections. I’m delighted to hear that I’ve been able to provide valuable support for you and your family over the years, especially as you approach retirement. It’s great to know that my commitment to being accessible and keeping you informed on market movements has made a real difference in managing your investments and planning your future. Making the financial planning process a positive and reassuring experience is always my aim, so it’s incredibly rewarding to hear that this relationship has felt both productive and enjoyable for you. Thank you again for sharing your experience and for placing your trust in me.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?
Needing to transfer several different pensions into one pot ! To improve my investments Help sort mother’s trust fund management
How has Larry Clarke helped you?
All financial problems minimised & sorted .
Have you seen the outcome you were hoping for?
100% improvement in all facets of financial support
What could they have done better?
Nothing at all !
Larry:
Thank you very much for your thoughtful review. I’m delighted to know that I’ve been able to meet and exceed your expectations, especially in managing your pension consolidation, investments, and your mother’s trust fund. It’s so rewarding to hear that the support I’ve provided has led to a 100% improvement across all areas that matter to you. I know that tackling complex financial matters and merging multiple accounts can feel overwhelming, so I’m glad that my guidance has helped simplify and strengthen your financial situation. My goal is always to minimise any financial stress for my clients, so knowing you feel reassured and well-supported means a great deal to me. Thank you once again for your feedback. I look forward to continuing to support you and help you achieve your financial goals in the years ahead.