Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 10 )
Pensions ( 53 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 51 )
Auto Enrolment ( 1 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 55 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 50 )
Financial Mentoring ( 17 )
Financial Coaching ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 5 )
( 1 )
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
the need to start thinking about our future and the future for our children
How has Claire Calder helped you?
We do not have the time to adequately manage our finances together and claire is able to give us concise and clear advice that helps us with our long term financial planning as well as fitting in around our short term commitments.
Have you seen the outcome you were hoping for?
It is early days but yes, most of what we were hoping to see is coming to fruition
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We moved to the area and was looking for a local adviser and AWM was recommended
How has Claire Calder helped you?
With the sections we ticked above
Have you seen the outcome you were hoping for?
Yes, so far, all positive
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2021 started more detailed planning for stopping full time work to cover pensions, investments, updating the family will and IHT planning.
How has Claire Calder helped you?
In all areas above. We started with simpler planning to use allowances for eg and over the years have moved into a broader range of planning and investments.
Have you seen the outcome you were hoping for?
Yes. The various investments and advice covering the whole family have more than met my expectations when we started working together.
What could they have done better?
Nothing to add to this category. Clare and her broader team have always been proactive with good advice. I also think they have built up over a period of time the various things we have in place rather than a big bang approach at the start. I value the long term approach.
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The death of my husband
How has Claire Calder helped you?
She has always been efficient in her explanations and helpfulness
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Claire Calder helped you?
Provided that advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
More regular contact