Will Clarke

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.

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.

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.

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.

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 ready to help with anything we require regarding our finances. He always replies promptly to any queries we have and actions any requests.

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 reviews my financial status and investments on a regular basis to make sure they meeting my requirements. He provides an excellent service and I am very pleased with the advice Will provides.

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?

Guiding and advising throughout the years with good results.

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 has given us exemplary financial planning advice over the last five years.

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?

Discussed possible outcomes of possible political changes both here and world in general that could impact on investments. Also our future outlook on finances in view of our advancing ages.

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 a phone call away and has helped us greatly as we make decisions on moving house and the financial implications involved. A great comfort to know Will is there if needed.

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 available either by email or phone and answered any queries very quickly

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?

Came to visit and gave a detailed account of my financial situation

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

Dissatisfaction with previous investment management

How has Will Clarke helped you?

He helped clarify where previous management was failing in my investments and offered a more comprehensive approach.

Have you seen the outcome you were hoping for?

As Will has only been my advisor for a short time there has not been the opportunity to expect a favourable outcome nevertheless I have more confidence in his approach than I did with the previous investment manager.

What could they have done better?

N/A

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

Inheritance

How has Will Clarke helped you?

Provided great advice and hopefully chosen the best option for me.

Have you seen the outcome you were hoping for?

Have only just started the process so no outcomes to speak of yet.

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 available to answer any ‘curve ball’ enquiries with good advice and encouragement

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?

The reliable service continues

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

We needed expert advice with our finances.

How has Will Clarke helped you?

Will has listened, advised and given us valuable support over the years.

Have you seen the outcome you were hoping for?

Absolutely yes. Will has fully explained our options while taking into account things out of hands with the world situation.

What could they have done better?

We understand there are dips and rises in financed. So that’s life.

Please provide a brief comment about your experience with Will

Had asked Will for advice about my pensions as I have had no advice for a number of years within 2 weeks he had the details he needed and gave me the advice I needed which I have already used .

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?

Approachable and explains things clearly. Understands my needs and attitude to risk. Ensures I am comfortable with any investments/transfers of funds and allows time to discuss any concerns or plans for the future. Always returns any calls promptly. Helps my future planning and advises appropriately.

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 continues to monitor my investments to make sure they suit my current needs.

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 has always answered very promptly any queries and I feel very confident he looks after our personal interest 100%.

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 has continued to supply us with good advice about our investment portfolio and retirement planning.

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?

Good annual review which we discussed all options

Please provide a brief comment about your experience with Will

I found Will to be a most helpful and empathetic ear for help in my circumstances.He listened really well and was so discerning with the advice he gave,just enough to set me in the right direction.I shall certainly make sure any members of my family and friends will be pointed in his direction should they need his services.

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

Needed to put investments into more manageable holding

How has Will Clarke helped you?

He organised all transfers

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Will was our financial adviser with the bank and, when he decided to set up on his own, we naturally followed him. A very wise move.

How has Will Clarke helped you?

He has particularly helped us with our financial planning and in particular Inheritance tax planning

Have you seen the outcome you were hoping for?

Investments are holding up during the economic downturn and, of course, reducing our inheritance tax a given

What could they have done better?

Nothing as far as I am concerned

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 be reliable

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

Money from sale of property.

How has Will Clarke helped you?

Will has been extremely patient explaining all aspects regarding investing. He is always very professional and explains terms in a easy (for us) way. He clearly is very knowledgeable and meticulous in his work. We find find Will very easy to talk to and value his hard work.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Maybe we could have all met in Rome over looking The Trevi Fountain but Newquay is fine for now.

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?

Four words... Knowlegeable, approachable, reliable and amiable. He is very sensible and takes time to find out about each client's needs, thus inspiring confidence in his advice. During our annual review he keeps us updated on our investments and explains things very clearly and succinctly. He is also available at any time during the year to answer questions and give advice about financial matters. A very good service all round!

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?

Continued to be available when needed and advised on progress with investments but also explaining risks when investments not going so well. Reassuring that I can access funds at any time, Always takes time, not rushed to explain things and discusses attitude to risks each time and ensures enough information is given.

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

Lack of help from the bank.

How has Will Clarke helped you?

By showing me how my money can grow for the future in a way I understand.

Have you seen the outcome you were hoping for?

Not yet as I have only just started investing.

What could they have done better?

Nothing, so far everything has gone smoothly and Will is easily accessible should I need any advice.

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

Advice about retirement, Investments and planning for the future

How has Will Clarke helped you?

Will suggested an investment plan which suited my needs and continues to offer advice about retirement etc.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing,

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

For investment purposes

How has Will Clarke helped you?

Will has given us excellent advice in every aspect of our finances

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

I'm sure he could not have !

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?

Kept us up to date regarding present volatility due to Covid-19 and possible consequences of Russia’s aggression in Ukraine.

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 has helped us to adapt our investment profile so as to be able to bridge a house purchase over this last year.

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 has been superb in his help and advice for our investment

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

Needed assistance to deal with making the most of pour money and keep ourselves sufficiently protected should something go wrong.

How has Will Clarke helped you?

Will has sorted everything out that we wanted. Provided help with protection , pensions and investments.

Have you seen the outcome you were hoping for?

Yes, we are very happy with all the outcomes so far.

What could they have done better?

I have no complaints regarding any of the services Will provided and would be happy for him to continue in the same manner as he has currently been operating.

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

I was looking for advice in several areas, pension review and planning and investment options for spares cash that was lying around not earning interest. Hence, we thought it investing the money was the best option.

How has Will Clarke helped you?

Will recommended and then sorted out the best way to more forward regarding my defined benefits pension, advised on the best option for the initial review and set the process in motion. He also presented a comprehensive investment portfolio tailored to our requirements. Gave clear concise advice regarding the amount to invest and sorted our ISA's.

Have you seen the outcome you were hoping for?

Yes in terms of how quickly and effortlessly the process of investment was. Not yet in terms of ROI, this is a 5 year plan, hence no expectations as of yet.

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

From the proceeds of selling a property and savings

How has Will Clarke helped you?

Will has been very professional in every way and helped in advising us the best options available.

Have you seen the outcome you were hoping for?

We are satisfied in the way our funds have been invested but yet to see the results because it has only been invested a short while.

What could they have done better?

Nothing at the moment

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

Several pension plans with differing policy conditions. The largest didn't have a draw-down provision which was what I was after.

How has Will Clarke helped you?

Will managed to bring them all together into a new plan delivering what I was looking for.

Have you seen the outcome you were hoping for?

Yes, all policies have been succesfully merged into one with the draw-down option plus.

What could they have done better?

Nothing - very happy with the outcome.

Please provide a brief comment about your experience with Will

We are approaching retirement and also trying to buy a house having sold our previous property. We asked Will to advise us with the best approach to do this. We've had two meetings with him at our home. Firstly, where he gathered the necessary background and information and secondly, where he gave us a comprehensive review of various scenarios. His conclusion and advise at this stage was to do nothing until we had purchased the house. This meant that we will not change any of our pension plans or investments and as a consequence, he will not receive any payment for the time and advice he has given us so far. His research and advice, as well as his polite and engaging nature, has been thoroughly professional. We will ask him again to help us with our pensions and investments when we have found the right house to buy.

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

As we are getting older and less able to deal with things ourselves it is necessary to have our finances kept up to date.

How has Will Clarke helped you?

Will has been extremely helpful being on the end of the telephone line and able to visit us to explain things in greater depth.

Have you seen the outcome you were hoping for?

Yes and we are looking forward to receiving further help and advice.

What could they have done better?

Very little.

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 continues to keep a good eye on our financial affairs and we apprecite the time and effort in arriving at his advice.

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 be reliable.

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 has continued to be a reliable and trustworthy source of advice and planning. I always feel that he has my best interests at heart and that this is backed up by sound knowledge and understanding.

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 has kept me well informed about the state of the market and the future of my investments and other savings.

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

Looking for wider options on investment than that provided by my bank

How has Will Clarke helped you?

With an open and honest approach Will Clarke, listened to our needs and hopes, and provided excellent information and suggestions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think at this time.

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

Looking to get capital growth with an amount of security .

How has Will Clarke helped you?

Will provided the confidence and knowledge of the investment marketplace . His approach has always been professional and thorough . He took his time to understand our needs and provided the solution in a timely manner .

Have you seen the outcome you were hoping for?

yet to be seen

What could they have done better?

nothing

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?

Continued to support me with future investment planning and advice. Reviewed again my attitude to risk and discussed my concerns around investments during the pandemic. Provided me with facts and took time to ensure I understood aspects around my portfolio. Listened to any anxieties and discussed actions for future.

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?

There has been no need to speak to Will since my last review.

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

Needed investment advice

How has Will Clarke helped you?

Will presented an easily understood strategy

Have you seen the outcome you were hoping for?

Early days but looking good

What could they have done better?

No

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?

Reviewed current conditions & advised

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 continues to review my investments on a regular basis to make sure they meet my requirements. He provides excellent advice regarding my finances. I am very pleased with the high standard of service Will provides.

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

Retirement

How has Will Clarke helped you?

Will Clarke is amazing ! He advises us with such knowledge and professionalism , we have great confidence in him !

Have you seen the outcome you were hoping for?

We certainly have !

What could they have done better?

In these current volatile circumstances , I do not consider we could have asked for more .

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?

As our circumstances change we have been able to call upon Will's advice and proceed with confidence.

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?

Explained volatility of markets and uncertainty due to corona virus world wide. answered our questions as to equity release and put our minds to rest as to choice of our current portfolio.

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?

superb, Will has always been in touch ,letting us know all things going on with our investment

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 has continued to advise and help with my investment portfolio

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 last wrote a review in May 2020. Since then I have spoken with Will a couple of times seeking reassurance over investments and the likely effect of the pandemic on those investments. He has enabled me to join online sessions with the fund manager. We have also undertaken my annual review. I am very happy with the service that I receive from Will. I find him approachable, efficient and astute. I have been very pleased to recommend his services to a friend. I could not recommend Will more highly.

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

Inheritance through bereavement

How has Will Clarke helped you?

Discussed clearly and precisely the best way to invest the money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't think Will could have done anything better, he advised me every step of the way in a clear and understanding way

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

We are hopeless at finances and Will has provided some structure and method to our situation.

How has Will Clarke helped you?

Helped sort out our investments, pensions for the children, insurance and protection options. Will has a very good manner and has been very helpful in reminding us when things need doing or decisions need to be made.

Have you seen the outcome you were hoping for?

Yes, Will has been very helpful in advising and completing all the objectives we have had. We would happily recommend Will to anyone who requires financial planning advice.

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

Inheritance money to earn better interest and generate an income

How has Will Clarke helped you?

He found the best options for investing the money, pension plan, and insurance cover so that I didn't have to spend time researching and liasing with the companies. He made it all very manageable, and explained it all very clearly.

Have you seen the outcome you were hoping for?

It's still very early days so too soon to say in terms of returns but as far as putting the money in all the right pockets, yes.

What could they have done better?

So far nothing.

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

Will used to look after my investment portfolio when with the bank. The bank became less interested in providing one to one advice, cut back on staff, including Will, and I valued his advice and so became one of his first clients.

How has Will Clarke helped you?

Keeping me abreast of current trends and good financial advice.

Have you seen the outcome you were hoping for?

THe first year has been topsy-turvey to say the least but my portfolio,though going down in value during COVID 19, has now bounced back and is performing well.

What could they have done better?

I can't just make up suggestions as to how he could do better, he does not pester us with possibilities just keeps in regular contact and exudes confidence in his subject area.

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

I was looking into areas of little experience to me

How has Will Clarke helped you?

He filled all the gaps

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't know any alternatives

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

I and was unhappy with the returns investing with my bank and was looking for some independent advice.

How has Will Clarke helped you?

Will came to my home and operated in an appropriate manner considering the social distancing restrictions. He offered impartial advice on how to invest and provided me with a number of options which he explained fully and within my understanding.

Have you seen the outcome you were hoping for?

So far my investment has seen increased returns despite the challenging marketplace at this point in time.

What could they have done better?

I am happy with the current level of service.

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

Planning retirement

How has Will Clarke helped you?

Gave us 3 vey good options for investment based on our attitude to risk

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing In fact he pointed out things we hadn’t thought of

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

My own knowledge of money matters is quite limited and I was seeking a trusted source of sound information from someone with a breadth of knowledge and a banking background.

How has Will Clarke helped you?

He was brilliant! I couldn't have wished for a better adviser. He was very professional but also friendly and approachable, and didn't make me feel inferior for my lack of knowledge. He explained everything very well and I felt confident in the choices I was making. I wasn't sure what to expect from our meeting but surprisingly it turned out to be a pleasant experience and I was impressed by his understanding of my personal circumstances and the advice he offered. Moreover, I know that I can contact him at any time if I am unsure about anything.

Have you seen the outcome you were hoping for?

Yes, indeed. I am more than happy to continue being advised by Will Clarke and I wouldn't hesitate to recommend him to anyone else.

What could they have done better?

I couldn't fault Will on anything concerning my investment or our meeting.

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

Wanted to undertake a review of my investments

How has Will Clarke helped you?

Will scrutinised my investment portfolio and we then had a series of conversations around my wishes for the way forward.

Have you seen the outcome you were hoping for?

Situation has been complicated by Covid 19 but going in the right direction

What could they have done better?

I think it was all good. Questions were relevant and I was particularly pleased because Will listened to my views and summarised my overall position excellently.

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

Reduction in quality and access to Financial advice from the sources I was using.

How has Will Clarke helped you?

Did a thorough review of all assets and requirements I had and provided clear options for simplifying my investments

Have you seen the outcome you were hoping for?

Early days as yet complicated by the pandemic but seems ok

What could they have done better?

no idea at this time

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

I had known Will previously at my bank and so was confident in continuing advice from him. My bank through ongoing staff reviews were unable to help me in the way I had been used to and I wanted an advisor that could help me manage my savings rather than me have to do all the correspondence myself in future. I prefer to have one person who can support me .

How has Will Clarke helped you?

He took time to listen and explore options for me and was able to manage the admin side of things. I also felt he understood what my future plans were and acknowledged my change in risk assessment. Took time to ensure I understood and had time to go over things. Always available to speak to if needed. Helped to arrange on line chats so could be "face to face" during lockdown.

Have you seen the outcome you were hoping for?

Too early to tell at this stage as recently changed/transferred my savings

What could they have done better?

I cannot think of anything at this time.

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

Investment advice

How has Will Clarke helped you?

Gave good and clear advice

Have you seen the outcome you were hoping for?

Too early to know

What could they have done better?

N/A

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

Paying for Nursing home care fees

How has Will Clarke helped you?

Concise, clear and in depth communication, meetings and explanations on range of investments. No pressure, just calm, professional and informative. Linked us with investment manager for portfolio.

Have you seen the outcome you were hoping for?

Long term investment so not yet applicable.

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

I needed sound professional financial advice

How has Will Clarke helped you?

Will Clarke helped me by his professional , personal and tailored to me advice.

Have you seen the outcome you were hoping for?

Yes , given the volatile situation we currently find ourselves in !

What could they have done better?

I can honestly say , I cannot pin point anything that Will could have done better for me at this time .

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

I was offered a free consultation with my bank 'HSBC' regarding my finances. I decided to use the bank's financial adviser as the investments and advice offered were very attractive. Will Clarke was appointed my HSBC financial adviser in 2019. When he left HSBC he was not replaced so I was left in a situation where I was paying for a service which I was not receiving. When Will moved to Premier Miton he contacted me and after a couple of meetings I decided to appoint him as my financial adviser.

How has Will Clarke helped you?

We discussed my current finances and retirement plan and Will came up with a choice of investments which were fully explained. He also offered financial advice regarding pensions, wills etc.

Have you seen the outcome you were hoping for?

It is too early to say for sure. But what I have seen so far is very promising.

What could they have done better?

I don't think he could have done anything better. During the consultation there was no sales pressure. No one could predict what was about to happen regarding the Covid-19 pandemic.

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

We are both ex-teachers with a teacher pension and about to receive the state pension. We inherited some money and wanted to invest with a view to generating some supplement income for retirement.

How has Will Clarke helped you?

He was our advisor at the HSBC and then continued to offer services once he had gone independent.

Have you seen the outcome you were hoping for?

Yes, we've seen some income generated - difficult, because this has co-incided with the coronavirus pandemic.

What could they have done better?

We're not far enough along this path to give a meaningful feedback -so far so good.