Will's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
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
13 days 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.Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired in April 2024 and needed advice on what to do with my lump sum.
How has Will Clow helped you?
Will Clow is very professional and always ensures that I am kept up to date and understand what is happening with my investment portfolio.
Have you seen the outcome you were hoping for?
In May 2025 I had my first annual meeting with Will. As ever he was very helpful and informed and I am confident that I have made the right decision in putting my lump sum into an investment portfolio. I will meet Will annually but I also know I can contact him at any time if I have concerns.
Will:
Thank you so much for your kind words. It’s been a real pleasure working with you over the past year, and I’m glad I could support you during such an important transition into retirement. I'm really pleased to hear that you’ve felt well informed and confident throughout the process. It was great to catch up at our annual review in May and see how your portfolio is progressing. As always, don’t hesitate to reach out if you have any questions or would like to discuss anything before our next meeting. I’m here to help whenever you need.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Will
I don't normally leave reviews but I felt on this occasion Will merited our feedback. My wife and I met with Will this afternoon regarding Pensions & Investments. Will is a very knowledgable pleasant down to earth guy, he explained everything in layman's terms, no jargon, no fancy words and we really appreciated it. We came away relieved and much happier people. Thanks Will, excellent experience.
Will:
Thank you for taking the time to leave such a thoughtful review! I really appreciate it. I’m so pleased to hear that our meeting helped bring clarity and peace of mind to both you and your wife. If you ever have any more questions or need further support, I'm just a call away. Thanks again - it was a real pleasure meeting you both.First impression
by a VouchedFor user
3 months 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
3 months 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!