Clair's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 20 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 43 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 15 )
£100k - £200k ( 12 )
£50k - 100k ( 3 )
Review
by a verified client in Gwynedd
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice on retirement
How has Clair Lythe helped you?
Friendly and professional service
Have you seen the outcome you were hoping for?
Yes; returns have been good.
What could they have done better?
Nothing i can think of.
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Clair was recommended when my previous financial advisor retired
How has Clair Lythe helped you?
Helped choose the best investments for my Sipp and also reiewed my current investments to make sure they were still right for me
Have you seen the outcome you were hoping for?
Yes, I have changed my SIPP investments in line with my time horizon
What could they have done better?
Honestly can't think of anything
Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual advice
How has Clair Lythe helped you?
Mortgage advice
Have you seen the outcome you were hoping for?
Most certainly
What could they have done better?
Nothing
Review
by a verified client in Rhondda Cynon Taff
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Best advice for investments
How has Clair Lythe helped you?
She has been a massive help. She is very friendly, helpful and professional and has always given me good advce.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Rhondda Cynon Taff
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice as to the best investments for the capital and assets we own.
How has Clair Lythe helped you?
Clair has been extremely friendly, helpful, and an excellent communicator. She has provided excellent advice, and has proven to be extremely professional in her delivery of service to us as a family. As a result of Clair's advice, I have seen very positive outcomes in my investments.
Have you seen the outcome you were hoping for?
Yes, better than I initially expected.
What could they have done better?
No comment.