Megan's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 3 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
Repeat review
by a verified client in Devon
17 days ago
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Value
This review is a follow-up review from a client who left a review previously.
How has Megan Sutton helped you since your last review?
It’s always a pleasure to catch up with Megan, she’s professional and approachable. I appreciate all the suggestions and advice that she gives. Thank you
Repeat review
by a verified client in Pembrokeshire
3 months ago
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Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Megan Sutton helped you since your last review?
Megan has supported our family with pension and investment planning. She has invested time to get to know us and her advice has been tailored to each of us individually with professionalism and well placed humour. We have appreciated her quick considered responses to queries and requests for help or understanding and timely suggestions. It has given us confidence in our financial circumstances and future planning
Repeat review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Megan Sutton helped you since your last review?
Megan continues to look after my pension with fantastic communication , quick replies, and clear answers. I recommend 100%
Review
by a verified client in Yorkshire
3 months ago
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What were the circumstances that caused you to initially look for an adviser?
I was finding it difficult to get a local Financial Advisor to come back to me with professional advice, so I turned to a family member who had previously worked with Megan, who had nothing but positive praise for her and her work.
How has Megan Sutton helped you?
Absolutely brilliant service received from Megan at Clarity Wealth Management. She recently helped me bring all my Pensions together and I can’t thank her enough for making the whole process both easy to understand and enjoyable at the same time! Thank you again Megan, your professionalism and customer handling skills are superb!
Have you seen the outcome you were hoping for?
Everything is going really well for me and the choices I have made. Megan is always available to speak to and is understanding of making changes and/or amendments. I couldn’t ask for a better relationship with my IFA.
What could they have done better?
Nothing! Megan is spot on in all areas. A delightful professional with great client service skills.
Review
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend to look after my portfolio
How has Megan Sutton helped you?
I have been in Financial Services myself for 37 yrs and wanted expert advice on my pension.I tend to be a more cautious investor. Megan’s advice and suggestions have proved over the past year to be successful in what economically has been a challenging period.
Have you seen the outcome you were hoping for?
So far I am very pleased with the increased growth , so have decided to spread my risk element a little more.
What could they have done better?
Nothing relevant at this stage