Spencer's reviews

Reviewed for

Insurance and Protection ( 44 )

Mortgages ( 61 )

Pensions ( 62 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 11 )

Auto Enrolment ( 1 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 3 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 4 )

£100k - £200k ( 5 )

( 1 )

Up to £50k ( 34 )

£50k - 100k ( 14 )

Review

by a verified client in West Midlands

6 months ago

Overall

Advice

Service

Value

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

Needed a mortgage for a house move and a review of personal insurance cover

How has Spencer Clifton helped you?

Provided a number of mortgage options and helped with questions from the lender and making sure we received an offer that worked for us

Have you seen the outcome you were hoping for?

Yes, have a mortgage offer that we are happy with and revised insurance that assures long term value for money and secuty

What could they have done better?

Nothing, communication and explanation of offers was first class and clarified any questions Response was quick

Spencer:

Thanks Gary, glad i was able to help you purchase your new home!!
Review

by a verified client in West Midlands

6 months ago

Overall

Advice

Service

Value

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

Looking to purchase a property as a sole borrower and required Mortgage and insurance/protection advice.

How has Spencer Clifton helped you?

Spencer provided me with appropriate Mortgage advice and supporting protection that may be required in line with this. I ended up applying for my mortgage application through his services.

Have you seen the outcome you were hoping for?

Mortgage application was successfully submitted and accepted by the lender and the process went smoothly with clear communication from Spencer throughout.

What could they have done better?

In my experience I was very pleased with the whole advice and information provided throughout whilst using Spencer’s services. I would certainly recommend his services to friends and family and I would use Spencer again in the future.

Spencer:

Thanks Jo for your kind review and glad i could help
Review

by a verified client in West Midlands

a year ago

Overall

Advice

Service

Value

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

I had a couple of pensions which I was told it may be better to merge them , I was recommended to Spencer and he was clear and very helpful so would highly recommend.

How has Spencer Clifton helped you?

Pensions and a new mortgage , Would definitely recommend

Have you seen the outcome you were hoping for?

Yes cannot fault his expertise

What could they have done better?

N/A

Review

by a verified client in Worcestershire

a year ago

Overall

Advice

Service

Value

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

I am a first time buyer with no experience of organizing a mortgage.

How has Spencer Clifton helped you?

Spencer showed me that some of the properties I was looking at were not at all suitable for me as a first time buyer.

Have you seen the outcome you were hoping for?

Yes I have got a mortgage.

What could they have done better?

Nothing

Spencer:

Thanks for the kind review and i'm hoping tomcatch up with you later in the week
Review

by a verified client in West Midlands

2 years ago

Overall

Advice

Service

Value

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

Initially I was looking for information regarding my mortgage situation selling my house then investing the money from that sale

How has Spencer Clifton helped you?

He gave me a clear run down of my possible options when selling my house and then advised how and were to re invest the money once the sale had gone through

Have you seen the outcome you were hoping for?

Yes, everything I could have wanted I have had from the experience with Spencer!

What could they have done better?

Nothing, everything was clear and simplified and he answered every question I asked of him.