Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 7 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 15 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

Up to £50k ( 3 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Kent

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

Equity release.

How has Hardip Klear helped you?

With advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Hardip

We both felt very comfortable with Hardip because we do not have a clue about our policies she made it quite clear for us to understand

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Hardip

Hardip was very knowledgeable and very honest and easy to talk with.

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Hardip

Hardip is very knowledgeable in the areas of investments and Pensions. I found her very thorough and look forward to an ongoing relationship.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Hardip

Hardip was very helpful

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Hardip

Very helpful and very clearly explained. Very friendly and very professional.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

Very prompt response to enquiries, friendly and extremely helpful advice, particularly relating to tax and retirement planning

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

My adviser has been very informative particularly in providing advice on pensions. Her information on has been a well researched and I have been given a balanced opinion on the right choices to make.

What could they have done better?

My adviser has been excellent in all areas and I cannot single out a specific area that could be done better

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

She is really good at understanding your situation and what you need.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Kent

How has Hardip Klear helped you?

Hardip explained everything in plain language so I understood what was going on.I told her my situation and she took everything on board and advised accordingly.She is patient and listens to what it is your hoping to achieve in the long run.

What could they have done better?

Nothing I found her helpful in every way

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Kent

How has Hardip Klear helped you?

very professional, took her time to explain all our questions in details.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

Hardip was very helpful and clear and explained all options, I would highly recommend her to any one looking to invest . Bob Taber , Company director, Kent

What could they have done better?

N/A

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

Works hard to fit round my schedule and makes things as quick and easy as possible.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Hardip Klear helped you?

I have confidence that Hardip has a complete understanding of my financial situation and investment requirements. She explains clearly the options available to me, in non technical language and ensures that I am fully aware of the implications of different courses of action. She always reacts quickly to any queries which may arise between visits and is always very pleasant to deal with.

What could they have done better?

Nothing, I am very satisfied indeed with my adviser.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

she gives genuine advice and I can sense that any advice is given for my best interest

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Kent

How has Hardip Klear helped you?

Hardip takes time to make sure that i fully understand all that is happening with my investments. She follows the market carefully and makes very well informed decisions.I have real faith in Hardip as I know she has a high moral work ethic and really cares about her clients.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Hardip Klear helped you?

I have always found Hardip very easy to deal with and feel confident that she will do her very best to help me invest my money wisely. She is very prompt in replying to emails, explains things clearly and makes sure I understand everything before decisions are made.

What could they have done better?

At this point in time I can think of nothing she could do better.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Hardip Klear helped you?

Ms Hardip Klear reviewed our financial situation with a view to improving the performance of several items. Her advice was clear and encouraging, particularly in the performance of several policies. Some of the advice with regard to Inheritance Tax planning was particularly helpful. In conclusion we found Ms Klear has an easy approachable manner, which left us feeling more confident about our investments.has she ws always ready to discuss or explain any developments, particularly with regard to the future. She has an easy approachable manner, which left us feeling more confidnt about our investments.

What could they have done better?

It is still early days in our new negotiations, after our initial transactions back in 2011, and therefore find ourselves unable to comment further on this, or complete several of the questions below.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Essex

How has Hardip Klear helped you?

Hardip is an experienced financial advisor who was able to share her wealth of knowledge and expertise in helping me make the right decisions regarding my financial investments.

What could they have done better?

I am not sure what Hardip could have done better as she provided all the information I needed.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Hardip Klear helped you?

Hardip explains everything thoroughly. She is good with comparisons and has a genuine interest in your individual circumstances.

What could they have done better?

What could your adviser do better?

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Kent

How has Hardip Klear helped you?

She answers all our queries quickly, is helpful and, we feel, does a good job.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in London

How has Hardip Klear helped you?

Hardip is a very knowledgeable and thorough advisor who helped me in my early career to set up my pension, sickness insurance and protecting my financial future. She meets me around my busy work schedule and is very accommodating.

What could they have done better?

There is nothing i can think of that Hardip could do better