Larry's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 29 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 6 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to change my previous financial Manager who was too detached. I needed a personal touch and connection.
How has Larry Clarke helped you?
Extremely helpful, Larry seems to have all the time in the world to get to understand my needs and to advise me accordingly. I felt safer with him than any other financial manager I’ve worked with over the last 40+ years.
Have you seen the outcome you were hoping for?
Not yet in terms of gain but we have held fire over the uncertainty of the war. To have been able to do that in itself was fantastic.
What could they have done better?
I can’t think of anything.
Larry:
Thank you for taking the time to leave such a thoughtful review. I really appreciate your kind words and the trust you’ve placed in me. I’m especially pleased to hear that you’ve found the personal approach you were looking for. Taking the time to understand each client’s individual circumstances, concerns and objectives is fundamental to the way I work, so it’s rewarding to know that this has given you greater confidence and reassurance. Your comments about feeling safer with my advice than with previous advisers over the past 40 years mean a great deal. While investment returns are important, there are times when exercising patience and avoiding unnecessary decisions is the right course of action. During periods of uncertainty, having a clear strategy and the confidence to stay focused on your long-term objectives can be just as valuable as the returns themselves. Thank you again for your thoughtful feedback. I look forward to continuing to support you and helping you navigate whatever opportunities and challenges lie ahead.Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Larry came highly recommended as he had been my parents’ advisor for several years.
How has Larry Clarke helped you?
Larry is always ready with recommendations and advice when I need it. He is prompt in responding to queries and goes the extra mile in offering consistent and constructive support.
Have you seen the outcome you were hoping for?
In general yes in these uncertain times.
What could they have done better?
Nothing.
Larry:
Thank you for taking the time to leave such a thoughtful review. I really appreciate your kind words and your continued trust. I’m delighted to hear that the recommendation from your parents led you to me, and it’s a privilege to have the opportunity to support your financial planning as well. Building long-term relationships across generations is something I value greatly. It’s especially rewarding to know that you’ve found my advice and recommendations helpful, and that my responsiveness and ongoing support have made a positive difference. I always aim to provide clear, constructive guidance and to be available when clients need assistance, particularly when navigating important financial decisions. I also appreciate your recognition that we’re investing in uncertain times. While no adviser can control markets or wider economic conditions, my focus is on helping clients make informed decisions, remain focused on their long-term objectives and adapt plans where appropriate as circumstances change. Thank you again for your thoughtful feedback. I look forward to continuing to support you and helping you work towards your financial goals in the years ahead.Review
by a verified client in Lancashire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently left my employer of 25 years and was looking for the best way to move my existing company pension.
How has Larry Clarke helped you?
Larry gave great advice around the products on offer as well as the pros and cons of taking a bolder investment strategy versus a safer, but potential lower returns strategy.
Have you seen the outcome you were hoping for?
In the first year I have seen the sort of growth I would have hoped for based on the information that I have been given so far.
What could they have done better?
Nothing to improve from my perspective.
Larry:
Thank you for your thoughtful feedback, it is very much appreciated. I am pleased to hear that you felt well supported during what can be a significant transition, particularly after leaving long-term employment and reviewing your pension arrangements. It is encouraging to know that the guidance provided around the available options, and the discussion of different investment strategies, helped you feel informed and confident in your decisions. Striking the right balance between risk and potential return is an important part of building a plan that aligns with your goals and attitude to investment. I am also glad to hear that the performance in your first year has been in line with your expectations based on our discussions. Maintaining a clear, well-structured strategy and reviewing it regularly is key to ensuring it continues to meet your needs over time. I look forward to continuing to support you as your circumstances and objectives evolve.Review
by a verified client in Hampshire
9 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
10 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.