Clive Thompson

What were the circumstances that caused you to initially look for an adviser?

Change in marital status and the need for help and advice regarding pension provision.

How has Clive Thompson helped you?

Clive has provided sound financial advice which allows me to have a good life from available income. I know my financial future is secure. Clive was highly recommended to me and I in turn cannot recommend him more highly. I trust Clive and believe my financial security is in safe hands.

Have you seen the outcome you were hoping for?

Yes .... actually better!.

What could they have done better?

Nothing. Anything Clive could have done he did.

What were the circumstances that caused you to initially look for an adviser?

I had a Personal Pension that was due to mature and needed advice on the best company to place it with to receive a monthly income.

How has Clive Thompson helped you?

He sorted the whole thing out for me, I wanted the 25% tax free and the rest invested as an annuity. He compared the market and found the best company to go with. He explained everything to me as we went along, in language I could understand and was extremely patient and made sure I understood everything.

Have you seen the outcome you were hoping for?

Yes, I have the tax free cash and the annuity is all set up.

What could they have done better?

Nothing he was brilliant.

How has Clive Thompson helped you?

Clive is very understanding. He makes sure he listens and gets to know you and your concerns before offering advice. His advice is always very thorough and if thee are options he explains these very carefully to make sure an informed choice is made. His honesty and integrity shine through in all he does. I would not hesitate to recommend him to client friends and family, and have done so.

What could they have done better?

I find it difficult to think of anything he does that could be improved upon although I suppose being human he can't be perfect all the time!

How has Clive Thompson helped you?

Clive was very polite, efficient in explaining everything you would need to know about the right way to plan your future expenditure.

What could they have done better?

Clive is top with his advice on the best options available for his clients

How has Clive Thompson helped you?

Clive was recommended to me by a friend who also works in the financial services industry. I wanted advice on a decision I needed to make regarding my NHS Pension and to talk through the details. Clive took time to do this and allowed me to make sense of the two choices that were being offered by my employer in order that I could make an informed decision. I felt confident that he knew his subject and he communicated any advice he gave concisely. I would certainly return to him again if I need any further financial advice.