Larry's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 12 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 28 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice relating to a life insurance policy that had reached maturity, but which was still held in trust.
How has Larry Clarke helped you?
I was guided through the bureaucracy that was involved in winding up the trust, which had to be done before the bonus could be paid.
Have you seen the outcome you were hoping for?
Yes, indeed - the cash arrived in my bank account after six months of concerted effort on their part.
What could they have done better?
Very little.
Larry:
Thank you for taking the time to share your feedback — I really appreciate it. I’m so pleased to hear that the outcome met your expectations and that the funds were successfully transferred following the resolution of the trust. Navigating the complexities around maturing life policies and trusts can often be frustrating and time-consuming, so I’m glad Anne was able to help guide you through the process. It’s always our aim to take as much of the administrative burden off your shoulders as possible, especially in cases like this where persistence is key. Thank you again for your kind words and for placing your trust in us throughout what I know was a lengthy process. I’m very glad we achieved the result you were hoping for.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For the extra financial security of our future.
How has Larry Clarke helped you?
He is always available to speak to if we have any queries
Have you seen the outcome you were hoping for?
Yes cannot
What could they have done better?
Cannot think of anything.
Larry:
Thank you for taking the time to leave such a kind review. I’m really pleased to hear that you’ve felt supported and reassured as you work towards greater financial security. Knowing that my availability and responsiveness have made a difference means a lot. Being there when you have questions is an important part of how I work, and it’s great to hear that you’ve found that helpful. I always aim to provide clear guidance so you can feel confident about your financial future. I’m glad the outcomes so far have met your expectations, and I look forward to continuing to support you in the years to come.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The advice we receive is sound and has improved our financial wellbeing considerably since signing up with Larry.
How has Larry Clarke helped you?
As above
Have you seen the outcome you were hoping for?
above predictions
What could they have done better?
nothing, entirely happy
Larry:
Thank you for taking the time to leave such a positive review. I’m really pleased to hear that you’ve been entirely happy with the advice and support provided. It’s great to know that the guidance you've received has not only improved your financial wellbeing but also exceeded your expectations. Helping clients achieve greater clarity and confidence in their financial future is at the heart of what I do, so it’s especially rewarding to hear that the outcomes have gone beyond what you'd hoped for. I look forward to continuing to support you and helping you make the most of the opportunities ahead.Review
by a verified client in Isle of Wight
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed profesional advice
How has Larry Clarke helped you?
In many ways
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I have no idea
Larry:
Thank you so much for taking the time to leave a review. I’m really pleased to hear that you’ve found the advice and support helpful and that you’re seeing the outcomes you were hoping for. It’s always encouraging to know that the work we do together is making a difference. You mentioned needing professional advice when you first reached out – it's great to know that the guidance provided has supported you in many ways. Whether it’s planning for the future, gaining clarity, or simply feeling more confident in your financial decisions, it’s a privilege to help clients achieve peace of mind. Thank you again for your kind words and trust. I look forward to continuing our work together and supporting you in the years ahead.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used Larry and his predecessors at Lawrence Clarke for over 30 years since I first sought mortgage advice. Since then he has helped with other financial matters.
How has Larry Clarke helped you?
Larry runs an ISA for me with another joint account with my wife. In particular we have also had advice on IHT planning
Have you seen the outcome you were hoping for?
Our investments have grown very nicely usually out performing the market indexes.
What could they have done better?
Our AIM investments have not done well lately and the IHT protection we sought has been decreased by Rachel Reeves. We do not blame Larry for this.
Larry:
Thank you for taking the time to leave such a thoughtful review and for your continued trust over the past 30 years. It’s a real privilege to support clients over the long term, especially as your financial goals and circumstances evolve. I appreciate your comments regarding recent AIM performance and changes to IHT rules — it’s true that external market conditions and political decisions can sometimes affect aspects of financial planning outside our control. That said, I’m pleased to hear that overall your investments have typically performed well and that the outcomes have met your expectations. Helping clients navigate the complexities of ISAs, joint accounts, and inheritance tax planning is something I take great pride in. I’m always here to revisit and adjust strategies as the landscape changes, ensuring your plans continue to align with your priorities. Thank you again for your continued confidence in the advice and service you receive — it really does mean a great deal.