David's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 1 )
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?
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
5 months 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.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement, and advice on business accounts with regards to retirement.
How has David Clewlow helped you?
Absolutely, David explained in layman terms our options.
Have you seen the outcome you were hoping for?
Yes, very pleased with the outcome of our ongoing meetings.
What could they have done better?
I can't think of anything that could be improved on.
David:
Thank you very much for your kind and thoughtful feedback. I'm really pleased to hear that you're happy with the support and outcomes from our meetings. It's always my aim to explain things clearly and make the process feel straightforward and collaborative, so I'm glad that has come across. Please don’t hesitate to reach out anytime—I'm always here to help. Warm regards, David ClewlowReview
by a verified client in Cheshire
6 months 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
8 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 Clewlow