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 WillRepeat 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 WillRepeat 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.