Reviewed for
Insurance and Protection ( 2 )
Pensions ( 55 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 1 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 14 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 19 )
£100k - £200k ( 7 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Maxine
Friendly and knowledgeable with sorting out our pension schemes
Maxine:
Thank you Ian, looking forward to working with you both.Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pensions with various companies that i needed looking at.
How has Maxine Clarke helped you?
I have consolidated some pensions and the others have been left to run as they are so I benefit fully from them. I now have a plan going forward of when I can look at retiring.
Have you seen the outcome you were hoping for?
Yes fully
What could they have done better?
nothing
Maxine:
Paul, thank you for taking the time to review your advice and experience with myself as your trusted adviser. I look forward to continuing our working relationship to help you towards the retirement you are seeking for both of youReview
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have known Maxine for over 10 years. I sought advice about a personal pension review and consolidation.
How has Maxine Clarke helped you?
Maxine undertook an entire personal pension review on all my individual pensions. Following tji review advice and guidance was given how best to maximise my personal pension status.
Have you seen the outcome you were hoping for?
Yes, and it was absolutely worth the time and money to complete that process. My pension is now earning me money and is also safe. It is reviewed yearly.
What could they have done better?
Nothing. The advice given is always well informed, considered and gives me options to discuss and agree the best way forward for my situation.
Maxine:
Nicky Thank you so much for taking time to review my service to you as an adviser and how it has helped you in seeking advice on financial matters to plan your future. It gives me great satisfaction to know that we can work together and to know what is important to you both and being a part of your journey towards easing into and planning for retirement.Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Deciding to opt out of a company pension scheme that looked like it was heading into financial difficulties.
How has Maxine Clarke helped you?
Transferring out to an E-sipp Personal Pension after going through pro's and con's with unbiased recommendations. All risks were explained well with regards to the investments and growth or possible losses. Risk profile assessments and reviews of personal finances were undertaken to ensure suitability of services and all costs fully explained.
Have you seen the outcome you were hoping for?
Having reached a drawdown stage with my personal pension it was definitely the right decision to opt out my old company pension. The ability to take out lump sums and choice of monthly drawdown are great and I was advised of their effect and sustainability of the fund before taking any monies out. My investment has grown more than I expected, considering the tough worldwide financial times of the past few years.
What could they have done better?
I'm satisfied with the regular reviews, financial assessments and growth of the fund. All replies to help or queries have always been very prompt. Overall a good experience with no real negatives.
Maxine:
Steven Thank you for taking time to review my advice and overall service and I am pleased that all our planning and working together towards retirement has paid off and given you the freedom to fulfil all your plans and spend more quality time as a family and enjoy what you have both worked for.Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to see how my pensions were looking
How has Maxine Clarke helped you?
Maxine had great advice and took the time to explain things thoroughly and made me feel so comfortable with her professionalism aswell as making me feel like a trusted friend
Have you seen the outcome you were hoping for?
Definitely! I am so pleased with the outcome
What could they have done better?
NothingMaxine went above and beyond ! Excellent service !!
Maxine:
Jane Thank you so much for taking the time to review my service provided to you along with my advice. I look forward to continuing working together for the early retirement you are currently enjoying and will continue to thrive inReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement was imminent and financial planning and advice was needed.
How has Maxine Clarke helped you?
Maxine provided financial planning and advice on pension transfers investment and the best ways to draw down pensions and in which order.
Have you seen the outcome you were hoping for?
The first year was not ideal but that was mainly due to global economic conditions since then the performance has been as we had hoped.
What could they have done better?
Not sure Maxine could have done much more. Always available to answer questions and give professional advice. Maxine is very approachable professional and treats us as friends.
Maxine:
Mike Thank you so much for your kind review on my service and advice. It is a privilege for me to help clients in planning and enjoying their retirement and to be able to do this with ease and with no cause for concern and to try and manage this as tax efficiently as possible to ultimately sit back and enjoy the life they planned. Thank you for working together with meReview
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension requirements
How has Maxine Clarke helped you?
With pension and stocks and shares isa
Have you seen the outcome you were hoping for?
Yes very pleased with mid term performance
What could they have done better?
Happy with current levels of service
Maxine:
Linda Thank you so much for taking the time to review my advice service and thank you for being my client a privilege that I do not take for granted and will continue to work together to ensure you have a long and fulfilled retirementReview
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Read a Which article regarding personal finance which lead me to research potential advisors.
How has Maxine Clarke helped you?
During initial interview gave a clear explanation of how financial markets (incl banks) work. I was surprised when contacting my bank on discovering how much I was being charged to handle my investments. Made another appointment and acted on her advice and transferred my investments
Have you seen the outcome you were hoping for?
Very positive. Steady growth on both investments which exceeded my expectations
What could they have done better?
Not applicable. Cannot fault the service provided. Reviews conducted on a regular basis either at home or in the office.
Maxine:
Hi Ian Thank you so much for taking the time to review my services and our ongoing advice. It is so important to me to work together and that regular contact is kept to help you fulfil your expectations and dreams for you and your family.Review
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
A need to organise my pensions and plan for the future.
How has Maxine Clarke helped you?
She has consolidated my pensions and provided illustrations of the future.
Have you seen the outcome you were hoping for?
Generally yes.
Maxine:
Robert, Thank you for taking the time to review and that you are happy with my service overall. It is a privilege to work together in helping you meet your expectations in retirementReview
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Closure of my final salary pension
How has Maxine Clarke helped you?
Fantastically
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Maxine:
Hi Ian, Thank you so much for your kind review which is very important to me to know that you are happy with my advice and working together to meet your expectations and aspirations in retirementReview
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Maxine Clarke helped you?
Maxine has always been extremely professional, very friendly and has helped me understand my options.i now have a much better understanding of pension portfolios and financial planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Maxine:
Thank you for your valued review John. It is a pleasure to help guide you financially now and in the future and I look forward to working togetherReview
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Maxine Clarke helped you?
Always calls back and helped me to achieve my retirement goals
Have you seen the outcome you were hoping for?
Absolutely good advice
What could they have done better?
Nothing as far as I am concerned
Maxine:
Thank you so much Linda for taking the time to complete a review, it is important to know that you are happy with the service and feel that we continue to add value to your plans for the future.Review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was in receipt of a private pension after a divorce settlement.
How has Maxine Clarke helped you?
Maxine recommended the most suitable pension provider for my circumstances and explained the reasoning behind her recommendation.
Have you seen the outcome you were hoping for?
Yes.
Maxine:
Thank you Melanie for your review of my services. It is a pleasure to work together in helping you achieve what you are looking for from your finances now and continuing into the future.Review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
transfer of my pensions to one platform and investments
How has Maxine Clarke helped you?
Maxine has been instrumental in managing our financial planning, from pension tranfers to tax-efficient strategies within our business. We wholehaeartdley recommend her, as we have to friends, colleagues, and family. Her advice is genuine and goes above and beyond her duty to ensure we are getting the best advice at the right time, nothing is too much trouble.
Have you seen the outcome you were hoping for?
growth
What could they have done better?
nothing
Maxine:
Thank you Julie, for taking the time to review my service, it is much appreciated. I look forward to continue to advise you and help you achieve your dreams of a comfortable retirement going forward.First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Maxine
Her knowledge and expertise really make you feel comfortable with making decisions
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing money onto the stock market.
How has Maxine Clarke helped you?
Recommended portfolios with reasonable costs.
Have you seen the outcome you were hoping for?
No, due to unforeseen events affecting the entire stock market.
What could they have done better?
Not sure.
Review
by a verified client in North Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed pension advice
How has Maxine Clarke helped you?
Maxine provides thorough and understandable advice. She is always available to help or answer questions or queries I have regarding my pension and financial planning
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Protection
How has Maxine Clarke helped you?
Positive outcomes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Little issues were with poor service from providers not Maxine
Review
by a verified client in Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to invest my pensions
How has Maxine Clarke helped you?
Maxine was absolutely amazing, explaining in detail matching my needs and going above and beyond ! Thank you so much
Have you seen the outcome you were hoping for?
Most definitely! And more !
What could they have done better?
Nothing at all !
Maxine:
Thank you Jane for your review, really appreciated and find it very gratifying that I was able to help you achieve and realise your plans for the future.Review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in family circumstances
How has Maxine Clarke helped you?
Provided fast, discreet and understanding service
Have you seen the outcome you were hoping for?
Yes
Maxine:
Thank you Dominique for your review its really appreciated and anytime you need anything further I am always available and so pleased that you obtained the best outcome for you and your familyFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Maxine
As always Maxine gives sound advice despite it not necessarily being what you want to hear
Maxine:
Thank you Stephen. I am here if you need to discuss any matter further to try and help you with your plans for the future.First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Maxine
Maxine was a very good listener and came Up with some very good valid points
Review
by a verified client in Moray
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for a financial plan review of pensions and investments
How has Maxine Clarke helped you?
Maxine is a lovely caring person, she listens very well, has an uncanny knack of asking you questions that you had never thought of asking. She asks loads of questions, listens, goes off and researches; and comes back with a strategic plan, taking account of our values, ethics and objectives. And when life does not go to plan, as it does for us sometimes, Maxine is just a phone call away, for her to ask us her inevitable sound objective questions, helping us (coaching us) to make wiser financial decisions.
Have you seen the outcome you were hoping for?
Maxine has advised two generations of our family, and will soon be advising the third. For my parents she excelled, the outcome was amazing. And for us, we are very happy.
What could they have done better?
Continue being you.
Maxine:
Thank you so much for your kind review, good service really means everything to be able to deliver that to clients and its a privilege to be able to advise you in your journey and to have your trust in me as your adviserReview
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I moved a work pension
How has Maxine Clarke helped you?
She is always available to talk to and gives great advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Maxine:
Thank you JulieReview
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been with my old pension company and felt i was getting value for ,I was recomened maxine by a friend
How has Maxine Clarke helped you?
Maxine has advised me on my pension and the best pot to be in , I see hear ever year for a review of my pension
Have you seen the outcome you were hoping for?
Yes have a good return but in the last few weeks have lost some but that would have happened where ever i had my money
What could they have done better?
Dont think she could have done anything different
Maxine:
Thank you David for your ReviewReview
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Maxine Clarke helped you?
She has guided me through the pension minefield with patience
Have you seen the outcome you were hoping for?
Very Much so
What could they have done better?
Nothing more than happy
Maxine:
Thank you Linda for your feedbackReview
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension & investment advice
How has Maxine Clarke helped you?
Looked at alternative pension requirements, tax planning and investing
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
only if she had a crystal ball to look at the markets
Maxine:
Thank you for your very honest review JulieReview
by a verified client in West Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with my future financial planning.
How has Maxine Clarke helped you?
Maxine always gives great advice and guidance through all aspects of my pension and savings plan. I would be very happy to recommend her to anyone looking for a straight forward approach to financial planning and saving for their future.
Have you seen the outcome you were hoping for?
Yes I have been very happy with the outcome, I have a way to go to get to retirement but Maxine keeps me on track.
Maxine:
Thank youRepeat review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
I can panic and over react when global events affect investments but do feel reassured that Maxine is being proactive in making decisions to help keep my investments as safe as possible in these testing times. She does make me feel no question is too stupid and helps me deal with my anxieties. She is lovely to deal with, is professional and passionate about her work with an honest straightforward approach. I highly recommend her services.
Maxine:
Thank you so much for your comments, it is an honour and a privilege to be able to continue with our advice together Marion and give you the peace of mind that is important to you.Repeat review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Maxine is always available to answer any questions or concerns we may have about our investments and always answers emails or messages promptly. She makes sure our portfolio is diverse and with a risk level we are comfortable with. We would highly recommend Maxine to anyone wanting a Financial Adviser. We have been clients for 28 years now and that is testament as to how good she is!
Maxine:
Thank you both it has been a pleasure and a privilege to help you for all these years and more on your finances.Repeat review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
By reviewing investments to see how they are performing
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pensions that didn't seem to be working for me and need advice and guidance.
How has Maxine Clarke helped you?
She has given me excellent advice and is always at the end of the phone should i need to speak to her.
Have you seen the outcome you were hoping for?
Yes i have my pension pot has grown considerably thanks to Maxine's help and advice.
What could they have done better?
Nothing, Maxine is a first class financial advisor who is very approachable and friendly.
Maxine:
Thank you Richard.Repeat review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Maxine has continued to help and support me with my financial matters.
Repeat review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Once again Maxine advised us to cash in a bond which was not performing as well as it had. We switched to a better performing General Investment Account and everything was completed quickly and efficiently. We have absolute trust in Maxine as she has been our adviser for over 20 years and her vast knowledge of the funds available, inheritance tax and pensions have enabled us both to retire early.
Maxine:
Thank you both it is a pleasure to advise you and I value our long term relationship it truly is a privilegeRepeat review
by a verified client in West Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
I trust Maxine with my financial situation, I always feel comfortable with the advice given.
Maxine:
Thank you JamesRepeat review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Transfer of Pension
Repeat review
by a verified client in Lincolnshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Maxine has helped me with investments and Inheritance planning for a number of years. She knows my situation very well and always uses investment and saving accounts to fit my needs.
Repeat review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
I feel extremely fortunate in having had the benefit of Maxine’s financial advice for around the last 15 years. I have continued to benefit both financially and with peace of mind even through these very difficult turbulent times. Maxine has a passion, knowledge and genuine dedication to achieving the very best for her clients.
Maxine:
Marion thank you for your review. Equally it is a privilege to be able to advise you in your retirement as my client and good friendRepeat review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Moved my portfolio to a new fund and periodic review to assess pension performance and suitability.
Maxine:
Thank you for your positive review JackReview
by a verified client in Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Efficient, friendly and the most comprehensive advice; nothing is too much trouble for Maxine she is professional, but gives you very personal service and always provides updates with excellent communication at all times.
How has Maxine Clarke helped you?
We have been clients of Maxine Clarkes through good and challenging market times. Her advice and support are invaluable always demonstrating honesty, integrity and transparency. We genuinely trust and appreciate her professional expertise advising us on all pension, investment and regulatory matters. She is both very welcoming and efficient. We have had no hesitation in recommending Maxine to our clients and friends.
Have you seen the outcome you were hoping for?
yes
Maxine:
Thank you Julie and Andrew, it is a privilege to help you towards achieving your aspirations for the futureRepeat review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Maxine has been invaluable as always, i sometimes find it hard to understand pensions and investments. Maxine explains everything in layman’s terms and i find this very reassuring that Maxine wants to make sure i get it, fantastic.
Maxine:
Thank you Richard it is a pleasure to have you as a clientReview
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had 2 pensions and wanted to find out if would be better to transfer into 1.
How has Maxine Clarke helped you?
Advised me to transfer to a different account with better interest .
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
I am very happy with advise given.
Review
by a verified client in Lincolnshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a honest & reliable advisor, who would be available when the need arose.
How has Maxine Clarke helped you?
Maxine explained the way forward with my pension fund that would be most beneficial to me. Maxine is very approachable, professional & friendly. Always replies to text/emails the same day. Her confidence & knowledge allows me to feel secure about my financial matters.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
In my opinion Maxine’s years of experience shows in her service to her clients, I don’t feel she could have done any better.
Maxine:
Jacqui thank you, that is so kind and very much appreciatedRepeat review
by a verified client in Lincolnshire
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Maxine is incredibly informative and puts into words that you can understand. She explains things to incredible detail and makes sure you understand before moving on. She makes you feel comfortable and never will she rush you. I would highly recommend her.
Maxine:
Thank youRepeat review
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
At my recent review we discussed my investments, my situation, the current financial situation and we agreed to make some minor beneficial changes. I feel confident that Maxine will contact me in between reviews if she recommends further adjustments. She is always happy to discuss things if I have any questions or concerns.
Maxine:
Thank you MarionRepeat review
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Maxine Clarke helped you since your last review?
Maxine recommended moving investments to another fund to aid recovery after the recent global crisis. Everything was done in a timely professional manner as usual with regular updates from Maxine during the transfer. After 20 years of advice we were more than happy to act on her advice as it has put us in great shape for our retirement.
Maxine:
Thank you both, much appreciated and glad to be of service in your planningReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had too many pensions and didn’t know how they were being managed.
How has Maxine Clarke helped you?
Maxine was a great help as she was able to bring all my pensions into a single managed fund and you can tell she really cares about the service she provides.
Have you seen the outcome you were hoping for?
It’s a difficult time at the moment but at least i am confident that Maxine is keeping an eye on my future.
What could they have done better?
Nothing really, Maxine is polite, friendly and a genuine person she is also very easy to talk to which is like a breath of fresh air.
Maxine:
Thank you RichardFirst impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Maxine
Maxine was Absolutely awesome, she could not have been more helpful and pleasant. She did her utmost to find out my needs and then offer sound advice afterwards. I will certainly use Maxine in the future and would highly recommend her services to anyone. She is one amazing person.
Maxine:
Thank you Andrew it was a pleasure to meet you and assist you in your advice needs.Review
by a verified client in Lincolnshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advise
How has Maxine Clarke helped you?
Pension fund
Have you seen the outcome you were hoping for?
No
What could they have done better?
Probably nothing?
Review
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Closing of company pension scheme
How has Maxine Clarke helped you?
With advice
Have you seen the outcome you were hoping for?
Ye until this crisis happened
What could they have done better?
Never know
Maxine:
Thank you.Review
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
pension review
How has Maxine Clarke helped you?
pension transfer
Have you seen the outcome you were hoping for?
very happy with product provided
What could they have done better?
Maxine was efficient and kept me informed of progress and always returned calls
Maxine:
Thank youReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Maxine Clarke helped you?
Explained everything in laymen’s terms so I understood everything .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. I was very happy with the advice I was givdn
Maxine:
Thank you SueReview
by a verified client in North Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to a job change following redundancy and my age I took the decision to review my entire pension portfolio.
How has Maxine Clarke helped you?
Maxime advised and reviewed my entire working pensions and advised accordingly
Have you seen the outcome you were hoping for?
Absolutely my pension pot is now in a secure place and is reviewed on a yearly basis to ensure I’m getting the best out of it.
What could they have done better?
Nothing I’m always confident in the advice and suggestions that Maxime makes
Maxine:
Thank you NickyReview
by a verified client in Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of final salary pension
How has Maxine Clarke helped you?
Processed the transfer and assessed my financial needs in setting up the new SIP.
Have you seen the outcome you were hoping for?
yes happy with everything that’s been done.
What could they have done better?
Possibly look to transfer to a better performing company within the growth category in the future.
Review
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company Pension that had to be transferred out
How has Maxine Clarke helped you?
Maxine helped me transfer the company pension and consolidate my other works pensions. Also helped with pension drawdowns
Have you seen the outcome you were hoping for?
Yes
Maxine:
thank youReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To transfer out of company pension scheme & into private pension.
How has Maxine Clarke helped you?
Prepared a Occupational Pension Analysis & Transfer to self invested Pension Plan.
Have you seen the outcome you were hoping for?
Yes until Covid 19 arrived.
Maxine:
Thank youReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension was frozen not making anything
How has Maxine Clarke helped you?
Gave me advice and did everything for me
Have you seen the outcome you were hoping for?
I did until coronavirus
What could they have done better?
Nothing
Maxine:
Thank youReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing in pensions and for our childrens future
How has Maxine Clarke helped you?
Explained the options and suggested what products past performance and charges were
Have you seen the outcome you were hoping for?
Investments had performed well until recently. But that is the current market.
What could they have done better?
Maxine is always available via email or phone
Maxine:
Thank youReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
British steel pension breakdown
How has Maxine Clarke helped you?
Penton transfer. How to have a income that suits me in retirement
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
Keep up the good work.
Maxine:
Thank youReview
by a verified client in South Yorkshire
5 years ago
Overall
Advice