David's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 1 )
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?
Needed a trusted FA for long term investments.
How has David Clewlow helped you?
Guided us through tax efficient products for discretionary trust investements.
Have you seen the outcome you were hoping for?
We are only a couple of years in but happy with returns given turmoil of last year.
What could they have done better?
Can’t think of anything , good communication and available when needed.
David:
Thank you for taking the time to leave such a considered review. I’m really pleased to hear that you're happy with how things have progressed so far, particularly given the market conditions of the past year. It’s good to know that the guidance around tax-efficient structures for your discretionary trust investments has been helpful, and that you're feeling confident in the long-term plans we’ve put in place. Working closely together and maintaining open communication is key to making informed and measured decisions, so I’m glad that’s coming through in your experience. As always, if anything changes or if there’s anything you'd like to explore further, I’m here to help.Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Income from sale of shares and David was recommended by a friend and a work colleague.
How has David Clewlow helped you?
David reviewed our existing investments and provided us with options to consider to have a blended mix of different investments to provide us with a balanced portfolio to match our personal circumstances.
Have you seen the outcome you were hoping for?
We have seen a continued growth of our portfolio over a period of time when there have been a number of unusual or unforeseen events (COVID, Ukraine, etc) that have had an adverse effect on the economies of the world.
What could they have done better?
Not aware of anything
David:
Thank you for taking the time to share your feedback. I’m really pleased to hear that the portfolio we’ve built together has provided not only the growth you were hoping for, but also the reassurance that your investments are well balanced and aligned with your personal circumstances. It’s been a privilege to work with you over the years, especially through periods of economic uncertainty such as COVID and global geopolitical challenges. Knowing you feel confident and on track is exactly the outcome I aim for with every client relationship. As always, please don’t hesitate to get in touch whenever something comes to mind. I look forward to continuing our work together. Warm regards, David ClewlowReview
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has David Clewlow helped you?
Good investment advice providing good returns in line with my risk profile with balanced portfolio, and helpful advice about tax-efficient ways to invest.
Have you seen the outcome you were hoping for?
Yes. Good returns and confidence that the portfolio is well-managed
What could they have done better?
Excellent service provided
David:
Thank you for your kind review and for sharing your experience. I’m really pleased to hear that the investment advice and retirement planning support have helped you feel confident and secure about your financial future. It’s great to know the portfolio has delivered strong returns in line with your risk profile, and that the focus on tax-efficient strategies has added further value. Striking the right balance between growth and careful planning is key, so I’m glad the advice has met your expectations. I also appreciate your comments on the clarity of communication and the structure of our meetings. Understanding your goals and life developments helps ensure the advice remains relevant and aligned with your wider plans. Thank you again for your recommendation—it’s always a privilege to support clients in achieving long-term peace of mind.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing savings and pension for long term security
How has David Clewlow helped you?
Review of personal circumstances and aims with advice for future
Have you seen the outcome you were hoping for?
Yes I’m always reassured after each review meeting
What could they have done better?
Not aware of anything
David:
Thank you for taking the time to leave this review. I’m really pleased to hear that you continue to feel reassured and confident after each of our review meetings. Your trust in the advice provided—particularly in support of your long-term financial security through savings and pension planning—is very much appreciated. It’s always my aim to offer clear, tailored guidance based on your circumstances and goals, and I’m glad that approach has been helpful to you. I’m also grateful for your kind words about the clarity of our communication and your openness to recommending my services to others. It’s a privilege to support your financial planning, and I look forward to continuing to work with you in the years ahead.Review
by a verified client in Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required pension consolidation and future financial planning.
How has David Clewlow helped you?
Advice on investment for growth, and more recently on income in retirement.
Have you seen the outcome you were hoping for?
Yes
David:
Thank you for taking the time to leave this review. I’m pleased to hear that the support and advice provided have helped you move confidently from the growth phase of your planning into income generation in retirement. Pension consolidation and preparing for retirement are major financial milestones, so I’m glad the guidance has been clear and aligned with your long-term goals. It’s always my aim to ensure clients feel well-informed and supported at each stage of their financial journey. Your willingness to recommend my services to others means a great deal, and I truly appreciate the trust you’ve placed in me. I look forward to continuing our work together and supporting you through the years ahead.