Roger's reviews
Reviewed for
Pensions ( 39 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 41 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 15 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 27 )
Financial Mentoring ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 12 )
( 2 )
First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Roger
Very knowledgeable and profesional.
First impression
by a VouchedFor user
21 days ago
Overall
Please provide a brief comment about your experience with Roger
He was very clear and explained everything well
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Roger
Roger listened to what we are trying to do, and advised us on a suitable path (which matched our thoughts). He didn’t oversell , but informed us of services that we may be able to take advantage of.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Assistance with pension and IHT planning
How has Roger Clarke helped you?
Good advice over many years.
Have you seen the outcome you were hoping for?
particularly with IHT planning and SIPP management.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Roger
Very helpful and even offered to come back after checking with colleagues on further information