Claire's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 13 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 26 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 14 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Northumberland
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I have used this company for many years
How has Claire Wilson helped you?
Pension and planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Tyne and Wear
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on investing for the future.
How has Claire Wilson helped you?
Claire has assisted our family with investments and future planning.
Have you seen the outcome you were hoping for?
Yes her advice has been invaluable.
What could they have done better?
No.
Review
by a verified client in North Yorkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a colleague 13 years ago seeking assistance with pension planning and small inheritance i had at the time
How has Claire Wilson helped you?
Claire took over my portfolio approx five years ago and i have been confident in the advice she has given me on our reviews. She has also been available for ad hoc advice when needed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t identify anything
Review
by a verified client in Tyne and Wear
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my finances for the future.
How has Claire Wilson helped you?
Claire has listened, evaluated and put in place a plan to work for me.
Have you seen the outcome you were hoping for?
Yes, going in the right direction.
What could they have done better?
Nothing.
Review
by a verified client in Northumberland
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial stability
How has Claire Wilson helped you?
She takes the time to answer my concerns in a way that I can understand. She is very relaxed and easy to talk to
Have you seen the outcome you were hoping for?
I am happy with the outcome from Claire looking after my account
What could they have done better?
Nothing to my knowledge, Claire keeps me updated on things I need to know