Spencer's reviews
Reviewed for
Insurance and Protection ( 42 )
Mortgages ( 59 )
Pensions ( 62 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 11 )
Auto Enrolment ( 1 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 5 )
( 1 )
£50k - 100k ( 12 )
Up to £50k ( 34 )
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a couple of pensions which I was told it may be better to merge them , I was recommended to Spencer and he was clear and very helpful so would highly recommend.
How has Spencer Clifton helped you?
Pensions and a new mortgage , Would definitely recommend
Have you seen the outcome you were hoping for?
Yes cannot fault his expertise
What could they have done better?
N/A
Review
by a verified client in Worcestershire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a first time buyer with no experience of organizing a mortgage.
How has Spencer Clifton helped you?
Spencer showed me that some of the properties I was looking at were not at all suitable for me as a first time buyer.
Have you seen the outcome you were hoping for?
Yes I have got a mortgage.
What could they have done better?
Nothing
Spencer:
Thanks for the kind review and i'm hoping tomcatch up with you later in the weekReview
by a verified client in West Midlands
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I was looking for information regarding my mortgage situation selling my house then investing the money from that sale
How has Spencer Clifton helped you?
He gave me a clear run down of my possible options when selling my house and then advised how and were to re invest the money once the sale had gone through
Have you seen the outcome you were hoping for?
Yes, everything I could have wanted I have had from the experience with Spencer!
What could they have done better?
Nothing, everything was clear and simplified and he answered every question I asked of him.
Review
by a verified client in Oxfordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Spencer has been the financial advisor for my family for many years. He advised [and continues to do so] my parents for many years.
How has Spencer Clifton helped you?
Mortgage advice, life cover insurance, sorting out the many different company pensions i have. He is always contactable and offers sound advice.
Have you seen the outcome you were hoping for?
absolutely yes
What could they have done better?
nothing really.
Review
by a verified client in West Midlands
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Numerous old pensions I wanted go put into one scheme
How has Spencer Clifton helped you?
Spencer has done all that in quick efficient time with not much work needed from me
Have you seen the outcome you were hoping for?
Yes very pleased with where my pension is now
What could they have done better?
Happy with all work done in a very short time too