Reviewed for

Mortgages ( 3 )

Pensions ( 8 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 1 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 2 )

£50k - 100k ( 4 )

Up to £50k ( 5 )

Client reviews

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Lincolnshire

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

Change in marital status and the need for help and advice regarding pension provision.

How has Clive Thompson helped you?

Clive has provided sound financial advice which allows me to have a good life from available income. I know my financial future is secure. Clive was highly recommended to me and I in turn cannot recommend him more highly. I trust Clive and believe my financial security is in safe hands.

Have you seen the outcome you were hoping for?

Yes .... actually better!.

What could they have done better?

Nothing. Anything Clive could have done he did.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Lincolnshire

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

I had a Personal Pension that was due to mature and needed advice on the best company to place it with to receive a monthly income.

How has Clive Thompson helped you?

He sorted the whole thing out for me, I wanted the 25% tax free and the rest invested as an annuity. He compared the market and found the best company to go with. He explained everything to me as we went along, in language I could understand and was extremely patient and made sure I understood everything.

Have you seen the outcome you were hoping for?

Yes, I have the tax free cash and the annuity is all set up.

What could they have done better?

Nothing he was brilliant.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive is very understanding. He makes sure he listens and gets to know you and your concerns before offering advice. His advice is always very thorough and if thee are options he explains these very carefully to make sure an informed choice is made. His honesty and integrity shine through in all he does. I would not hesitate to recommend him to client friends and family, and have done so.

What could they have done better?

I find it difficult to think of anything he does that could be improved upon although I suppose being human he can't be perfect all the time!

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive was very polite, efficient in explaining everything you would need to know about the right way to plan your future expenditure.

What could they have done better?

Clive is top with his advice on the best options available for his clients

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive was recommended to me by a friend who also works in the financial services industry. I wanted advice on a decision I needed to make regarding my NHS Pension and to talk through the details. Clive took time to do this and allowed me to make sense of the two choices that were being offered by my employer in order that I could make an informed decision. I felt confident that he knew his subject and he communicated any advice he gave concisely. I would certainly return to him again if I need any further financial advice.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Clive

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive was a huge help to us when we bought our first house. He searched the market to find the best mortgage for us that would suit our needs. As we were first time buyers, we knew little about mortgages, interest rates etc. Clive explained this well to us and we were confident to go with his recommendations. Clive put a lot of time into this for us, so was definitely value for money. His fee was little compared to the amount of money that he saved us on our monthly mortgate payments. Clive understood our situation well and was very accommodating. Clive offered an excellent serivce and we have recommended him to our friends since. He made the process easy and we would definitely use him again. Thanks Clive for all your help!

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

I rate my adviser excellent in all areas, however regarding Value for Money I did not "shop around" as I was not interested in talking to anyone else!

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive takes a good deal of time to ensure he has explained, and I have understood, the various aspects of my pension planning. He works ethically and conscientiously, and I believe the solutions he has prepared for my planning to be produced responsibly and with my best interests at the core of the advice process.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

I felt right from the first meeting that Clive understood what my personal circumstances were and what level of risk I was most comfortable with, and I never felt pressurised into taking on anything that I did not fully understand. He went to great lengths to research and suggest for my consideration a comprehensive portfolio of investments and presented his advice in both verbal and printed format in - for the most part - easy to follow language. The parts I didn't always grasp first time, he was patient enough to go over more than once!

What could they have done better?

I found some of the graphs a bit baffling.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

He listens. Knows his subject. Trustworthy

What could they have done better?

Have known Clive for three/four years. Have found nothing to criticise

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Cleveland

How has Clive Thompson helped you?

Clive is very approachable given the fact that most of our business is carried out by e-mail or telephone due to the distance between us. He always gives me options when I request prospective information and while advising he will always point out the negatives as well as the positives of my possible actions. He is fully trustworthy and understands my limited financial knowledge and regulates our discussions at a level I can understand. I have now been with Clive for approximately 5 years, having been badly let down by a previous advisor who left the financial advice business, and have would have no worries in recommending him and the services he provides to family,friends and others.

What could they have done better?

If anything, and this is a minor fact, I feel I would benefit from a courtesy call / review on a quarterly basis to bring me up to date on my investments and financial situation. Obviously if I lived closer to Clive it would be a face to face review, but with myself this is not possible although we have met on a few occasions when I have been passing that part of the country.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive is exceptional at explaining complicated finances in a language that non inancial experts can understand. I need someone I can Trust and who's information I respect and I get this from Clive.

What could they have done better?

Nothing I can think of

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Makes you feel as if you are the only person he deals with, by explaining in detail the things you have doubts about in a friendly manner.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Listens and explains clearly. He doesn't rush and wants to ensure that we understand what the options are.

What could they have done better?

Nothing comes immediately to mind.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive supplies a friendly, supportive and sound financial service. He understands his clients concerns and is readily available for those that require advice. As an ex serviceman looking for financial advice I put my trust in him and time has shown I was right to do so.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

He did help us and explained to us how to finance out retirement! Felt very comfortable with him.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Clive Thompson helped you?

Clive Thompson is very approachable, easy to talk to, a good listener, offers extremely good advice and explains the details and all the jargon. Also very patient if I did not understand something first time round!

What could they have done better?

Nothing springs to mind. I asked questions, he answered clearly, he understood what was required and advised accordingly.