David's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 1 )
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?
Needed to ensure pension planning was viable
How has David Clewlow helped you?
Given advice & structured savings plans to enable growth that covers pension needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
David:
Thank you for your review, it’s much appreciated. I’m pleased to hear that the pension planning and structured savings approach has given you confidence that your long-term needs are on track, and it’s great to know you’re seeing the outcomes you were hoping for. Thank you again for your feedback, and I look forward to continuing to support you in the years ahead.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?
After selling a business I needed advice
How has David Clewlow helped you?
Personable, educated, experienced, professional and tailored advice
Have you seen the outcome you were hoping for?
Yes…. Continued growth even after drawing down
What could they have done better?
Nothing
David:
Many thanks for your review. Following the sale of your business, it’s important that your financial plan provides confidence, so I’m pleased to hear you’re experiencing continued growth while drawing an income. Your comments about the advice being personable, professional and tailored are greatly appreciated. It’s also encouraging to know you feel confident in your progress and comfortable with the ongoing communication. Your recommendation means a great deal, and I look forward to continuing to support you.Review
by a verified client in Derbyshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to maximise my SIPP and ISA contributions and wanted it all ider one "umbrella".
How has David Clewlow helped you?
David took over from my original adviser and continued with the main template that was in place and refining it where necessary.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I am not sure as I don't know what I don't know!
David:
Thank you for your review. I’m glad the handover has felt smooth and that you’re happy with how your SIPP and ISA planning is progressing. It’s great to know the advice continues to support your goals, and I’ll keep refining things as needed to make sure everything stays on track. Always here if you have any questions.Review
by a verified client in Cheshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
What to do with our money
How has David Clewlow helped you?
Clear advice and helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thank you for leaving such positive feedback. I’m glad the advice has been clear and that you’ve achieved the outcome you were looking for. It’s great to know the advice given has been useful, and I truly appreciate your willingness to recommend me to others. I look forward to continuing our work together.Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After returning to the UK from living abroad, we needed advice on how to make best use of our assets, pensions and savings in order to maximise our income. The goal was to take early retirement.
How has David Clewlow helped you?
David was able to initially advice, and then pull together our investments into a wrap around product that gave us the returns we were looking for, whilst minimising our tax liability.
Have you seen the outcome you were hoping for?
Yes, the benefits and risks were clearly explained and we are happy with the current outcome.
What could they have done better?
Nothing
David:
Thank you for your kind review. I’m really pleased to hear you’re happy with the outcome of the advice and feel confident about your financial future. It’s great to know the strategy we put in place has helped align your pensions, savings, and investments to support your goal of early retirement, while also keeping tax efficiency in mind. Your comments about clear communication and understanding the risks and benefits are especially appreciated. I look forward to continuing to support you as your plans evolve.