Clay Warden Wealth Management

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Reviews

1. Ryan Pass ★★★★★

   I continue to have an excellent experience with Clay Wealth Management, especially working with my advisor, Jaikob. He is incredibly knowledgeable, professional, and patient throughout the entire process of helping me understand and optimize my pension options. Jaikob took the time to explain everything clearly, answer all my questions, and provide personalized advice that gave me real peace of mind about my financial future. Moreover, Claire’s great communication keeps me updated every step of the way! If you're looking for trustworthy guidance with your pension or overall financial planning, I highly recommend Clay Wealth Management—and definitely ask for Jaikob!

   almost 10 months ago
2. Ben Warden ★★★★★

   I contacted Clay Wealth Management to help me get set up with a pension for my business. Could not recommend them more. Jaikob set up a meeting and walked me through the whole process. His advise was excellent and the whole process was done in excellent time. Thank you !

   almost 10 months ago
3. Luke Jones ★★★★★

   Fantastic experience. I used Ben to create me a financial plan for my future. Ben not only went through every step in detail, without any pressure, he listened to my personal situation so he could fully understand and offer the correct advice. I would 100% recommend Ben and the team at Clay Wealth.

   1 year ago

1. Carol Moore ★★★★★

   Contacted Clay Warden Wealth Management as we were considering early retirement and looking for advice to see if this was possible. We were recommended by a friend that was already a client. Ben was excellent explained service he offered and information he required from us. The advice we received was excellent the information given was explained in plain English with a detailed folkow up report. We have now been with the company for a year and I am pleased to say that our pension pot had increased and we could not have asked for a better result. The staff are all helpful and I would definitely recommend this company.

   almost 4 years ago
2. Sarah-Jane Matthews ★★★★★

   Brilliant service, stayed with us throughout the whole process and helped us buy our first home.

   more 9 years ago

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