Will Clarke

Will Clarke

Towan IFA Ltd

Will's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 26 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 24 )

Investments and Savings ( 78 )

Inheritance Planning ( 16 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 23 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 19 )

£100k - £200k ( 2 )

Up to £50k ( 5 )

£50k - 100k ( 5 )

Repeat review

by a verified client in Cornwall

4 days ago

Overall

Advice

Service

Value

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

How has Will Clarke helped you since your last review?

Always valued advice and available at all times

Review

by a verified client in Cornwall

12 days ago

Overall

Advice

Service

Value

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

I was looking to invest a sum of money and was unsure where to start.

How has Will Clarke helped you?

Will went through my options along with risks. Broke everything down and made things easy for a first-time investor to understand.

Have you seen the outcome you were hoping for?

I've only just invested so too early to tell but I was happy with the smooth transfer of my funds.

What could they have done better?

Nothing.

Will:

Hi Claire Thank you for taking the time to leave a review, and I'm glad I was able to help. Have a great Easter. Thanks Will
Review

by a verified client in Cornwall

2 months ago

Overall

Advice

Service

Value

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

Money to invest from the sale of property

How has Will Clarke helped you?

Will has talked through with me investment options, taking into consideration my personal preferences

Have you seen the outcome you were hoping for?

I am at the early stages of the investment process

What could they have done better?

I was impressed by the service Will provided for me

Repeat review

by a verified client in Devon

5 months ago

Overall

Advice

Service

Value

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

How has Will Clarke helped you since your last review?

I believe that my investments are being manage in accordance with market trends. Will helps me to understand a little more about what i should be doing to maximise our benefits from our investments. Will is very responsive and gives ad hoc advice when required which shapes how i deal with my finances.

Will:

Thanks for taking the time to leave a review, and I look forward to seeing you in the New Year. Have a Great Christmas. Thanks Will
Repeat review

by a verified client in Cornwall

5 months ago

Overall

Advice

Service

Value

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

How has Will Clarke helped you since your last review?

Will is always at hand to give sound knowledgeable advice. He is extremely helpful and takes time and great care to fully explain things to us. We feel happy to talk freely to Will and value his opinion greatly.

Will:

It was good to catch up recently, and thank you for taking the time to leave a review. It is greatly appreciated. Kind regards Will