Will's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 40 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 9 )
£100k - £200k ( 19 )
Up to £50k ( 1 )
£50k - 100k ( 8 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Will
I found my experience with Will extremely useful and worthwhile. Will had prepared information beforehand, could answer any queries with confidence and clarity, and had a very professional approach. I would thoroughly recommend the service offered by Will.
Will:
Thank you so much for your review! I'm really pleased to hear that you found our meeting useful and worthwhile. I always aim to provide clear, well-prepared advice, so it’s great to know that you had a positive experience. I really appreciate your recommendation and am always happy to help if you need anything in the future!First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Will
Our meeting with Will Clow was one of the most beneficial things I have done this year. He made what looked to me, a maze of figures, into a simple statement of fact. He explained in very understandable language what my best course of action would be. Which lifted a weight from my shoulders. I advised some of my work colleagues to take this consultation as I now feel confident I will be able to make the right decision. Plus you are made very welcome as soon as you arrive. Helen made us very much at ease and knew we would be given the time needed.
Will:
Thank you so much for your review! It was a pleasure meeting with you, and I’m really glad I could help bring clarity to what initially felt like a maze of figures. My goal is always to make things as clear and straightforward as possible, so it’s great to hear that you now feel confident in your decision making. I also appreciate you recommending the consultation to your colleagues - it means a lot! Helen always strives to create a welcoming and comfortable environment, so I’m pleased you felt at ease during your visit. If you ever need anything in the future, don’t hesitate to reach out!First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Will
Recently I contacted Platinum Financial Planning to seek advice and guidance concerning a financial issue I had regarding my pension. I contacted them through their website and very quickly I was contacted and arrangements were made for me to speak to Will Clow. Will was fantastic. He provided me with the advice, guidance and reassurance I required. All this was achieved in super quick time and all my options were explained professionally, clearly and honesty. I can throughly recommend Platinum Financial Planning and specifically Will to anyone seeking clear and concise Financial advice. Ciaran Taggart
Will:
Thank you Ciaran for your review and recommendation. It was a pleasure assisting you with your pension concerns. I'm glad I could provide the advice, guidance, and reassurance you needed and that the process was smooth and efficient for you. If you ever need further financial advice, don’t hesitate to reach out. Wishing you all the best for the future!Review
by a verified client in Down
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received ill health retirement package in 2023.
How has Will Clow helped you?
He advised on the best way to invest my money considering most beneficial return for me.
Have you seen the outcome you were hoping for?
It has been nearly 12 months and i am happy with the return to date.
What could they have done better?
i cannot think of anything at the minute.
Will:
Thank you so much for taking the time to share your feedback Amanda. I’m delighted to hear that you’re happy with the advice and the returns so far. I’m always here to help and ensure you’re fully supported as your financial journey continues, and I look forward to continuing to work with you.Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with our long term future plans, sorting our finances and providing us with a suitable income.
How has Will Clow helped you?
Will has always been very friendly and approachable. He is reassuring when we have any worries and explains ways to improve our situation, what is best for our circumstances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Service is great as it is.
Will:
Thanks for the feedback! I’m so glad to hear that you’re happy with the service and the advice provided David. It’s great to know that we’ve been able to address your concerns and improve your financial situation to meet your long-term goals. If there’s anything else you’d like to review or discuss in the future, I’m here to help.