Claire's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 21 )
Pensions ( 27 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
Review
by a verified client in Shropshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed. Mortgage
How has Claire Dentith helped you?
She has helped me with all aspects of my finances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. She’s fab
Review
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing my pension
How has Claire Dentith helped you?
Did a phyco analysis test then on my results I decided to put my pension in controlled stocks and shares.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing I can think of.
Review
by a verified client in Shropshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with private pensions
How has Claire Dentith helped you?
Helped with decision and life choices.
Have you seen the outcome you were hoping for?
Yes
Claire:
Thank you for taking the time to share such thoughtful feedback about your experience. I’m pleased to hear that you feel confident you’re on track with your financial goals and that our regular conversations throughout the year continue to support your planning around pensions and retirement income. It’s especially encouraging to know that you find our correspondence clear and helpful, and that you feel comfortable reaching out with questions as they arise. I’m also genuinely grateful that you would recommended my services to others. Your trust means a great deal, and it’s rewarding to know you’d consider introducing me to friends or family who may benefit from financial advice. Thank you again for your kind words and ongoing trust. I look forward to continuing to support you in the months and years ahead.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a certificate from a facial advisor to allow me to take my pension as a lump sum.
How has Claire Dentith helped you?
She looked through my finances and liaised with my pension provider.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was good so no improvements needed.
Claire:
Thank you so much for taking the time to leave your review. I'm really pleased to hear that you were happy with the service and felt that everything met your expectations. It’s always rewarding to be able to support clients with important financial decisions, especially when it comes to pension access and ensuring everything is handled correctly. I'm glad I could assist by reviewing your financial position and communicating directly with your pension provider to help you move forward with confidence when accessing your pensions as you wanted too. Thank you again for your kind words.First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Claire
Excellent advice regarding pensions