Ben's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 15 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 23 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 13 )
£100k - £200k ( 13 )
Up to £50k ( 6 )
Review
by a verified client in Tyne and Wear
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For my old age
How has Ben Clapham helped you?
Yes he has helped me a lot he is a good advisor
Have you seen the outcome you were hoping for?
Yes he let's me no a lot if I need him
What could they have done better?
Let me no at lst 2s a year about my pension
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement from Stakeholder pension company
How has Ben Clapham helped you?
Advice on drawdown pensions, tax breaks for pensions, stocks & shares isa, inheritance tax,
Have you seen the outcome you were hoping for?
In part, Beneficial advice given that we were not aware of
What could they have done better?
Not sure??
Review
by a verified client in Blaenau Gwent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am nearing retirement age
How has Ben Clapham helped you?
I have had 1 session with Ben and he was most informative and puts you at ease when explaining the details of the meeting
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted advice on pensions and how to best protect and invest for our future.
How has Ben Clapham helped you?
He has helped with planning for our future
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and future financial planning.
How has Ben Clapham helped you?
Ben has assisted in releasing funds for home projects and continued future planning.
Have you seen the outcome you were hoping for?
Yes. I am pleased with the current situation.
What could they have done better?
The release of funds was not as swift as expected. Ben was instrumental in pushing this to completion.