Colin Clark-Maynard

Colin Clark-Maynard

Octopus Money

Colin's reviews

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 5 )

Pensions ( 22 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 22 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 1 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 23 )

Financial Mentoring ( 10 )

Financial Coaching ( 28 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 3 )

Up to £50k ( 10 )

First impression

by a VouchedFor user

18 days ago

Overall

Please provide a brief comment about your experience with Colin

Very friendly, high level of attention to detail relaying back information relevant to me and reflective of our conversation. Extremely knowledgeable, which helped to tailor the adequate response needed for my case.

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 a financial coach?

I wanted to level up my financial planning as I move into the next stage of life. This means being on top of my financial goals, household costs, pension, and being more tax efficient.

How has Colin Clark-Maynard helped you?

Colin asked the right questions to help me think about my financial future. I have come away with some clear action points for improving the health and stability of my finances. Colin went about having this conversation in a friendly, non-judgmental, confidence-inspiring way.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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 a financial coach?

Wanting to save for first house, not sure about how to manage savings

How has Colin Clark-Maynard helped you?

Set me up with a plan to save over the next year for house, including setting aside savings for an emergency.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Nottinghamshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for a financial coach?

I was looking for support to manage my finances, and my work offered Colin's services as part of our benefits.

How has Colin Clark-Maynard helped you?

I am now more confident managing my money, and knowing what services and support are available.

Have you seen the outcome you were hoping for?

I have

Review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for a financial coach?

Financial coaching was offered as a benefit through my employer and I wanted to see what more I could be doing

How has Colin Clark-Maynard helped you?

Colin has helped set me up with a financial plan for the coming years

Have you seen the outcome you were hoping for?

Yes. I feel my ability to plan my financial future has drastically improved and I have appropriate plans in place.