Will's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 41 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Financial Planning ( 22 )
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
Will helped guide me through my options with regard to retirement. He kept it simple and easy to understand.
Will:
Thank you so much for your review! I’m glad I could help make the retirement planning process clear and straightforward. It’s always my goal to ensure you feel confident and comfortable with your options. Please don’t hesitate to reach out anytime if you have more questions or need further guidance.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Will
Very knowledgeable and he explained everything I asked questions about
Will:
Thank you so much for your 5 star rating and review! I’m really glad I could help and answer all your questions. It was a pleasure working with you, and I’m always here if you need anything in the future.Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice regarding Remedy McCloud Period.
How has Will Clow helped you?
Will clearly explained my options, making it easier for me to make a decision.
Have you seen the outcome you were hoping for?
Not yet.
What could they have done better?
Nothing. I am pleased with the advice that Will gave.
Will:
Thank you so much for your feedback. I'm really pleased to hear you felt well supported and that the advice was clear and helpful. McCloud can be a complex area, so I’m glad I was able to make the options easier to understand. If you have any further questions, please don’t hesitate to reach out, I'm always happy to help.Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking help and advice when considering penison and retirement
How has Will Clow helped you?
Will wait helpful by explaining options and helped me understand forms and listened to my circumstances to help best give advice
Have you seen the outcome you were hoping for?
Not as yet I only visited today but i have a sense of relief now I have been given clear and simple advice and information
What could they have done better?
Everything was covered. And I got a lovy warn welcome from the receptionist who made me a nice cup of tea . Nice touch .
Will:
Thank you for taking the time to share such thoughtful feedback. It was a pleasure meeting you, and I’m really glad to hear you felt welcomed and supported from the first cup of tea to our conversation. I'm pleased I could help bring some clarity and relief as you start navigating your retirement options. If any questions come up as you reflect on our meeting, please don’t hesitate to get in touch. Thanks again.First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Will
Will was fantastic! My husband and I met with him to discuss early retirement planning. He not only provided us with very clear advice for the present he also discussed forward planning , answered all of our questions and not once did he say you are mad( which to be honest he probably had every right to!) We struck lucky! We had not used a Financial service before and chose Platinum because of the positive reviews. We are so glad we did.
Will:
Thank you so much for your feedback! It was an absolute pleasure meeting with you both and exploring your retirement plans. I'm really glad you found the advice clear and helpful. I’m thrilled you chose Platinum and even more so that your first experience with financial advice was a positive one. Looking forward to continuing to support you both as your plans take shape.