Financial Advice Testimonials

Published / Last Updated on 21/03/2024

We do have a saying at Roberts Clark (owners of "Look after our clients or somebody else will ....  "

It is not what we think about our services, it is what you think.  If you are thinking about contacting us, perhaps the following voluntary client feedback may help you.

Testimonials from clients:

"What a team.  Helpful, understanding and a quick service.  I recommend this company with all my heart and mind.  West Brom was the only problem." (Director's Ash and Jo are WBA shareholders that had recently beaten AP's team).  A.P.  Eindhoven.

“I just wanted to email you all and thank you for doing such a good job with my pension transfer. For so long I've felt disconnected from my pension - wondering how I would access it when I retired.  It feels so good to have full access to it now. Thank you for your professionalism and for keeping me up to date during the process - especially during the difficulties over the last year [Covid-19].“ Geoff, USA.

“I contacted Ashley at Roberts Clark IFS to receive advice on my father’s Defined Benefit Scheme.  The response times were excellent, and Ashley provided me with a large amount of information that I needed to understand before taking the process further.  The videos available on their website are very informative and help my understanding of the process.  Ashley then put me in contact with another IFA who specialised in providing advice for DB pension schemes.  My experience dealing with Roberts Clark IFS was exceptional and I really appreciate the time they spent to help me, even without a financial incentive to do so.” Matthew Whalley, Derby.

"Thank you very much for this information and I found your advice valuable, informative and crucial in the future discussions coming my way from the relevant parties.  I found to date in all the discussions I've had so far [with other firms], this one was the most important and specific to what I need to be prepared for."  M.B., Nth London.

"I'm delighted to write that Ashley Clark of Roberts Clark IFS Limited gave me outstanding guidance - practical (actions to take) and insights - about my UK pension issues and NI contributions.  He also offered incredibly helpful counsel regarding my non-UK (EU) country of residence and implications.  Throughout my 30-minute call with him, he was consistently clear, professional, reassuring - and friendly.  Prior to the call, I was anxious, having absolutely no idea what actions I should take or consider taking.  Thanks to Ashley, I'm able to move forward with clarity and I have plan of action.  It's a pleasure to recommend him and his firm without hesitation for anybody seeking independent financial advice." Robert White.

“Life changing.” Craig, Ipswich.

“Keep up the good work number one for me.” Sylvia.

“I particularly like the videos.  I feel it is like my own one to one with Ashley and if there is something I don’t understand the first time, I can always replay the video.  Thank you for taking the time to prepare it.” Sue.

“Your weekly updates are excellent and I rate them 1.  Keep them coming please.” Jackie, Staffordshire.

“I think your email updates are really useful.  Wouldn't like to be without them.  Thank you for taking the time to send them every week.” Judy.

““I can't fault the help and advice…” Christine, Wimbledon.

“Keep it up, no complaints, rating 1.” John.

“Trying to make major financial decisions is intimidating and I was quite anxious about it. When I met Ashley I was surprised at the length and thoroughness of the consultation process and impressed by the advice I received.  I suspect few financial advisers would tell you not to do something because it was not in your best interests, especially if it meant they lost a potential fee.  I felt that he was genuinely concerned for my financial welfare, not just company profits.  We discussed several options, most of which I was unaware of.  As soon as the work began, I received regular updates via email which meant that I was always aware of how matters were progressing.  An entirely satisfactory experience!” Rose, London.

“We would like to thank Ashley, Joanne and their excellent support team for all their hard work in sorting out our pensions and endowments.  They are extremely professional, dealing with matters on a timely basis and have kept us informed at every stage of proceedings.  They go that extra mile to ensure that all aspects of our financial affairs are all in order, giving us peace of mind.  Thank you all.” R.A.H.  and M.E.H.  Staffordshire.

We have been with Roberts Clark since 2008.  We have found that over the years that both Ashley and Joanne have always offered us a professional and courteous service.  Their advice under these difficult times has always been in our best interest, and they are quick to inform us if they feel that the markets are fluctuating for us to take action to safeguard our investments.  The office staff are always willing to help, and if they cannot help they get the information we need as soon as possible.  We live in Spain and as our financial experience is limited we have been more than happy to put our trust in Ashley, Joanne and their team, and would highly recommend them.” G.  and M., Spain.

“The whole team is very professional, yet friendly enough to make you feel at ease and importantly to us come across  honest and trustworthy in the advice that you give .  Very good at communicating and keeping us updated on the progress of our pensions and with your newsletters/emails etc also.  Would highly recommend.” Sarah and Rich, Staffordshire.

“Great service.  I was particularly impressed by the openness and simplicity of the charging system and the information I received at every point in the process.  Very successful outcome, both my wife and I are very satisfied with the service we received.  Thank you.” P.Y.  Oxford.

“I was one of your first clients when you were first starting out.  You have helped with my financial matters through the years with professionalism coupled with a personal attention which was second to none.” Rosalyn, Sutton Coldfield.

“I asked Joanne for advice three years before I retired as I was being given lots of advice but no real information from my pension schemes.  Joanne looked after my pensions during this time and gave extremely valuable advice about what to leave and what to move during this turbulent period.  As a result I was able to retire with an excellent pension, all arranged by Joanne, from the best provider.  The money I saved doing this more than paid for the service given.  Joanne, Ashley and their staff are friendly and approachable at any time.  I can’t recommend them highly enough to anyone needing independent financial advice.” S.A.  Burntwood

“I found Roberts Clark very professional, efficient and easy to deal with.  They said what they were able to do, provided the options and the costs and once I had made the selection they did what they said they would do in the agreed timeframe.  I must admit to being pleasantly surprised.” Carl, Bermuda.

“Many (so called) financial advisers are just out for themselves, these guys will tell it as it is and honestly do what is best for YOU.” Dave, Lichfield.

“Just to say "Thank you" to Ashley and Joanne for the advice they gave regarding our investments.  We lost money on investments recommended by previous financial advisers but we are very pleased with returns on investments advised by them since 2009.  There is a fee for the annual M.O.T to consider but so far this fee has been very worthwhile.” Michael and Maureen, Potters Bar.

“Ashley and Joanne have always been very responsive to all of our queries, and have always understood the specific nature of our situation vs.  others.  They know the details of what we need, and their knowledge of us as people is very impressive.” Alan and Julia, Richmond.

“Jo and Ashley gave all our finances; pensions, life cover, endowment policies and wills a complete overhaul last summer and it was an invaluable service.  Our pensions are now up-to-date in policies which no longer pay inflated fees out each month and I feel relieved that everything is now on track for the future.  They are both very open and approachable and you can ask them anything and wont feel stupid - which is how I usually feel when it comes to anything financial.  They are a pleasure to work with.” Joanne, Thames Ditton.

“I have always found Joanne and her support staff very efficient in dealing with our affairs.  I find her advice considered and of good quality with their monthly report and feedback on markets together with the alert facility they offer very useful.” J.S., Derbyshire.

“The services provided are excellent.  When asking for advice, replies have been quick.  Many thanks for your help.” Marian, Richmond.

“I have used Roberts Clark for advice on both pensions and mortgage options.  I have always found Roberts Clark to be very thorough, knowledgeable and more importantly, full of integrity.  Their advice has been accurate and also pragmatic with options provided to suit to our specific aims and situations.  They have always been pleasant and approachable to deal with and responded in line with the expectations set.  I have already recommended their services to friends and relatives and would have no reservations about using or recommending them again.” Simon, Hampshire.

“I trust Joanne and Ashley with my pensions and life savings.  They stopped hidden commissions set up by my previous adviser, they got me the best deals and I now have more than enough money for the rest of my life.  I do not think there can be a greater endorsement of trust and faith in two of the hardest working people I have ever met and I have lived all over the World and met many so called advisers.” Andrew, Molesey.

“Ashley and Joanne in my experience over a number of years provide an excellent and thorough service.  They take time to understand your personal situation and objectives, and come back with well researched and clear recommendations. I have always particularly appreciated the open and straightforward way in which both of them work.  The follow up service and regular bulletins provide an excellent facility for clients to keep abreast of market and legislative changes.  I would recommend them without hesitation.” E.H., Middlesex.

“The advice I have received makes and hopefully continues to keep my investments ahead of the crowd.  No matter who you talk to, all the staff are pleasant, courteous and knowledgeable.  Both Ashley and Joanne show a clear understanding of their clients’ needs and aspirations.  Therefore, I would recommend Roberts Clark to anyone who is after sound, independent, financial advice.” G.B.  Burntwood.

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