Ben's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 49 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 33 )

Investments and Savings ( 36 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 16 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 25 )

Financial Mentoring ( 7 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 15 )

£100k - £200k ( 14 )

Up to £50k ( 7 )

Review

by a verified client in West Yorkshire

3 days ago

Overall

Advice

Service

Value

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

Pension plans and good advice and planning when to retire and financial management once retired.

How has Ben Clapham helped you?

Given me excellent advice and guidance on my pension investments, planning and withdrawals.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

No complaints whatsoever.

Review

by a verified client in London

5 days ago

Overall

Advice

Service

Value

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

In heriting money and having little financial knowledge re growing my capital.

How has Ben Clapham helped you?

He has listened to my circumstances and answered queries immediately , also advising on other matters.

Have you seen the outcome you were hoping for?

I am not completely sure, because my grasp of the financial side is not very strong,

What could they have done better?

Again, I am not sure- my lack of knowledge in the field is poor, but I do trust Ben to serve my interests.

Review

by a verified client in Buckinghamshire

5 days ago

Overall

Advice

Service

Value

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

Pension planning

How has Ben Clapham helped you?

Pension review of existing pension

Have you seen the outcome you were hoping for?

In general, yes

Review

by a verified client in Staffordshire

12 days ago

Overall

Advice

Service

Value

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

I was talked into transferring my pension abroad which was a mistake. Ben managed to get my funds back into the UK

How has Ben Clapham helped you?

He helped me regain control of my pension fund

Have you seen the outcome you were hoping for?

Yed

Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

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

inheritance

How has Ben Clapham helped you?

given pension advice

Have you seen the outcome you were hoping for?

dont know yet

What could they have done better?

nothing