Clare McCarthy

Please provide a brief comment about your experience with Clare

Brilliant. Very personable, knowledgable and helpful.

Please provide a brief comment about your experience with Clare

very clear language and way of talking, this meant it relate to my situation with what could be options, especially options that i would benefit from compared to where i am currently which i had no real idea about. Very easy to speak to, meeting was not rushed, or closed abruptly and i felt information i was giving was registering straight away.

Please provide a brief comment about your experience with Clare

Very helpful and knowledgeable. Warm and friendly approach that gave me lots to think about.

Please provide a brief comment about your experience with Clare

Brief telephone call led to Clare sending some information by mail. This came through in good time. Have now arranged a face-t-face discovery meeting to learn more about her and the company, and what she would suggest for us.

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

Death of husband and inheriting investments

How has Clare McCarthy helped you?

provided advice and guidance on the most appropriate investment options

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing to highlight