Clair's reviews
Reviewed for
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 26 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 7 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
Review
by a verified client in Merseyside
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement Clair gave a presentation to staff getting ready to retire and impressed me with her knowledge, style and demeaner
How has Clair Lythe helped you?
Guided us (a couple) to long term retirement financial planning and investment.
Have you seen the outcome you were hoping for?
Starting to see strong growth now, as the market was poor during the pandemic.
What could they have done better?
Not a lot, as markets will vary with time.
Review
by a verified client in Lancashire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Deciding what to do with savings & having them managed as securely as possible.
How has Clair Lythe helped you?
Advice about current & future savings. Also advice about potential disposal of savings & desirability of LPAs. Discussion about possible future care needs.
Have you seen the outcome you were hoping for?
Yes. Savings have maintained value against inflation which was the primary goal. Savings are as secure as possible & future direction of them clear.
What could they have done better?
Nothing.
Review
by a verified client in Cheshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After retirement in1994, I needed advice on investing lump sum in stocks and shares as sell as advice on various savings accounts.
How has Clair Lythe helped you?
Clair has been most helpful both to myself and my wife for a number of years. She has a great knowledge of finances in general and explains everything very clearly in the most professional way.
Have you seen the outcome you were hoping for?
Very successfully.
What could they have done better?
Nothing.
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Clair Lythe helped you?
Constant advise re Financial Planning
Have you seen the outcome you were hoping for?
Positive Investment growth
What could they have done better?
Nothing
Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired I had a lump sum from my work pension and needed help to invest it
How has Clair Lythe helped you?
She has advised me on the type of investment that is best for me
Have you seen the outcome you were hoping for?
Yes