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 ( 76 )

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 )

£50k - 100k ( 4 )

Up to £50k ( 5 )

Review

by a verified client in Cornwall

a month 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

4 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

4 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
Repeat review

by a verified client in Cornwall

6 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 Clarke has helped by giving me clear and expert advice on my portfolio.

Repeat review

by a verified client in Cornwall

6 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?

Continues to understand my needs and although has changed little since last review it's good to have some reassurances about investments and future planning. He helps by not rushing and explaining anything I am unsure of and seeking best options for growth and future income. He discusses options and supports me in exploring future goals with my finances/savings and investments.