Clair's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 12 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 32 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 10 )
£100k - £200k ( 12 )
£50k - 100k ( 2 )
Review
by a verified client in Lancashire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lump sum investment following retirement
How has Clair Lythe helped you?
provided annual reviews
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement age.
How has Clair Lythe helped you?
By providing clear and unambigious advice which has helped us understand complex issues.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
I cannot immediately think of anything.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
assistance with financial planning
How has Clair Lythe helped you?
Clair has explained possible implications and situations regarding investments and helped me to make decisions to secure a balanced investment future. Clair is always contactable if I need advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and cash available from inheritance and lump sums from employers.
How has Clair Lythe helped you?
She has advised us about most efficient ways in which to invest our money.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We acted on earlier advice about registering our house as tenants in common which has proved to be a problem after a death.
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired in 1996 I started with the company for whom Clair now works.
How has Clair Lythe helped you?
Advised on financial planning .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not without my willingness to accept more risk.