Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 33 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 15 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
Up to £50k ( 4 )
Review
by a verified client in London
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions
How has Ben Clapham helped you?
Pension advice re finds
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a private pension and had a lump sum available which I've also built up. Dax Bayley preceded Ben but I have no conpliants about the changeover - bth guys have been excellent.
How has Ben Clapham helped you?
Rapid answers to questions when required, chasing up admin tasks, performance of annual review
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing particularly springs to mind
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
NA
How has Ben Clapham helped you?
Financial advisor
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ben Clapham helped you?
Came to see us at home, happy that we are both involved.
Have you seen the outcome you were hoping for?
Yes. happy with the outcome.
What could they have done better?
Nothing.
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my semi retirement as at 61 years old I left full time employment and worked part time for the following 4 years. I then retired at 65.
How has Ben Clapham helped you?
In many ways on long term investments, taking a monthly allowance from my pension and getting any tax refunds eligible for. To summarise long term financial planning.
Have you seen the outcome you were hoping for?
Yes Ben has given excellent advice and mentoring, I wouldn’t have achieved without him.
What could they have done better?
Nothing everything has been fine Ben has always provided an excellent service.