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 WillReview
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 WillRepeat 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