Will Clarke

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

I received an inheritance from my parents.

How has Will Clarke helped you?

He helped me put the money in investment funds so I could grow it.

Have you seen the outcome you were hoping for?

The money has only been invested a little over 3 months and yea it's looking good.

What could they have done better?

I haven't really got anything that Will could of done better.

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

retirement

How has Will Clarke helped you?

provided technical advice and admin support in converting pension savings into retirement income for my wife and I in alignment with our retirement goals

Have you seen the outcome you were hoping for?

yes

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

I was looking to consolidate my savings and hopefully earn more interest in the future.

How has Will Clarke helped you?

Will talked me through my savings, outgoings, any known future expenditure. We completed attitude to risk assessments, which Will clearly explained, and recommended a choice of investment plans. Again, Will clearly explained these, and I was able to make a considered decision. Friendly, professional advice and always available if I have any questions.

Have you seen the outcome you were hoping for?

It is early days for my investment but I have confidence I will.

What could they have done better?

Very happy with the service I have received from Will.

This review is a follow-up review from a client who left a review previously.

How has Will Clarke helped you since your last review?

Will continues to look after every aspect of our financial affairs.

This review is a follow-up review from a client who left a review previously.

How has Will Clarke helped you since your last review?

Will continues to offer expert financial advice to make sure I get the best results for my retirement.