Since 2012 we have been regularly asking our clients for feedback following our meetings with them. The quotes below provide just a small sample of the testimonials we have received.
To see our older testimonials for the years 2016-2020, please click here.
Please click here for detailed analysis of this feedback since November 2012.
MR PW - DECEMBER 2024
“Excellent service. No problems in recommending. Could not expect more. Always there for me.”
Mrs LN - october 2024
“The differential with Graham at Clearwater is the attention to detail and the additional support he gives in life changing circumstances like retirement. Financials are important and this was very clear but the support and guidance around preparing personally for the life change was particularly impressive.”
Mr GP - September 2024
“I have been a client of Clearwater for 3 years now and always find Graham and the team to be very client focussed, they listen to my needs and circumstances, conduct business with the utmost professionalism, efficiency and give very balanced and considered advice.
Very pleased with the client service which I always find very helpful and efficient. I think the fees and fee structure are very reasonable. Thank you team at Clearwater for all of your continued help and support”
Mrs JA - September 2024
“After so many years I still feel totally reassured that Graham and the team have my best interests at the centre of their management of my finances”
Mr L - September 2024
“As a client of 18 years we can confidently recommend the excellent service provided by Graham Ponting and his excellent team at Clearwater.”
Mr & MRs C - August 2024
“Clearwater provide an excellent professional service in a friendly and personal manner. Graham provides knowledgeable advice in a friendly way. Always reassuring”
Mrs L- August 2024
“Excellent service and we very much enjoy our face to face meetings. Absolutely no hesitation in highly recommending the services of Clearwater.”
Ms WS - August 2024
“Always extremely pleased with the advice I receive from Clearwater”
Mr MC - aUGUST 2024
“As usual an informative meeting. Addressed our concerns and gave valuable information as to reviewing our investment portfolios.”
Mr js - july 2024
“I really cannot think of anything that would need to be improved. Our meeting covered everything I was expecting and more and, as usual was very informative, not just with regard to my investments but to the global financial landscape in general. Very impressive.”
Mrs RO - June 2024
“I have known Graham for 28 years and have always sought his opinion and guidance. I feel confident he has my best interests covered and I am looking forward to a longer relationship to see us both into retirement. Keep up the good work. I find all the staff friendly and responsive and happy to help when I ask for it.”
Mr PP - june 2024
“Great speedy service from Kim and Adam, Graham brilliant in his exposition and extensive knowledge”
Mr & Mrs H - May 2024
“We find the service offered by Graham and his team to be very efficient. Above all what can be a complex area is presented clearly and in a way that we understand. We are happy that the service offered meets our needs.”
Mr mR - May 2024
“I was introduced to Clearwater several years ago by a friend/work colleague who used them and recommended them. I had a preliminary meeting with Graham, who listened carefully to my objectives for retirement, which at that time was several years away. He was friendly and professional and came across as trustworthy. At no time did I feel under any pressure to use Clearwater's services. I was given plenty of time to consider my options and given a clear understanding of any fees and charges.
After deciding to go with Clearwater, one of the first actions they took was to consolidate my various work pensions (some of which were not performing particulalrly well) into one pot. This allowed me to track at any time the performance of my pension and give me a sense of control which had been previously lacking. They also assessed my attitude to risk which helps in deciding what the right portfolio is for me. I have been with Clearwater for nine years and have been delighted with the friendly personalised service they offer. I can highly recommend them”
Mr IJ & Ms PS - April 2024
“We have been with Graham and his team at Clearwater for several years and have always found them to be very approachable and professional.
Graham's advise is always very helpful and very welcomed.
We feel very fortunate to have Graham as our financial adviser and indeed, as a friend and would not hesitate to recommend him and his team at Clearwater Wealth Management.”
Mr & Mrs G - April 2024
“We are very pleased with the support and advice we have received. Very professional and personable and that includes the excellent staff. We are very glad we decided on a small personal team rather than the the glossy brochure people where you are just a number and your individual circumstances are not as well considered. . We would totally recommend.”
Mr GH - April 2024
“At our most recent meeting Graham navigated me through some complex and difficult taxation issues relating to my pension benefits. After further work with Adam, Graham has come back to me with a plan to crystallise some of these benefits in the most tax efficient way. This will save me a significant chunk of money that I could never have released without professional advice of the highest order.”
Mr & Mrs T - April 2024
“Happy with the service and found the meeting very helpful and reassuring”
Ms MB - April 2024
“I believe at Clearwater you will always be confident of a clear understanding of your needs and obtain the best possible advice in a sensible and friendly way”
Mr & Mrs T - March 2024
“Excellent understanding of our personal requirements, supported with good sound knowledge of the marketplace results in excellent service”
Mr DL - March 2024
“We have been using Graham's services for over ten years now. Throughout he and his team have always provided clear guidance and explained our options in simple and easy-to-understand formats. Any actions requested are carried out professionally and we are kept informed of developments.
It is safe to say that we are very happy with the advice and support we have received”
Ms JFC - November 2023
“Thank you Clearwater”
Mr MR - May 2023
“Graham is very dilligent in understanding your personal situation and giving advice appropriately. Both Adam and Kim are very helpful and are very quick to respond to any enquiries or requests. I feel very confident that I am getting the right financial advice and can rest easy knowing that I am in good hands. Service is excellent , thank you”
Mr CB - april 2023
“Clearwater uses platforms to provide a wide investment spectrum that is under constant review by them. The team is very helpful and the meetings with Graham Ponting are always interesting and a valuable chance to review ones financial strategy with an expert well versed in the problems of retirement”
mr pp - march 2023
“Excellent service, great admin back up, high quality advice and good listening skills”
Mr & mrs t - March 2023
“Friendly, reliable service and advice - can't fault it and would highly recommend Graham and his team. Feedback through the meetings is useful and reassuring to us. Keep up the good work!”
Mr DL - March 2023
“We have been clients for 10 years now. The level of service has been consistently high and we are happy with the way our pension fund is being managed. The level of information provided - both through specific face-to-face meetings and via more general emails - keeps us up to date and reassured at the same time.
We have no hesitation in recommending Clearwater Wealth Management.”
Mr & Mrs T - December 2022
“The service, depth of knowledge and the one-to-one meetings are excellent and well executed”
MR CH - december 2022
“We remain happy with the service that Graham and his team offer to us. Quite complicated matters are explained clearly and we have a full understanding of our financial position.”
Mr NB - december 2022
“I have always found Clearwater to offer a friendly and well-informed financial service. Being a Clearwater client provides me with sound and professional financial advice, purveyed in a friendly manner, allowing me to rest assured that my investments are being well managed.”
Mr DS - December 2022
“We have complete confidence in Graham and in the reassurance that he gives us from time to time in emails and annually in a face to face meeting. That in itself is beyond price (almost!). Thanks to all”
Ms SC - November 2022
“Graham and his team have the balance of knowledge, professionalism and friendly approach just right. I've been a client of theirs for a number of years and would not hesitate to recommend them. Always feel reassured when discussing my finances with Graham.”
Mr DL - June 2022
“Knowledgeable, good communication and trustworthy”
Ms J FC - June 2022
“Efficient as always!”
Mr & Mrs T - February 2022
“The service is always timely responding to our questions and queries in a very timely manner. understanding the clients future needs and providing the right advice is always very important and we feel Graham really understands our circumstances very well. We are very happy with the service.
Clearwater are always very detailed in their analysis of your financial situation and investments. More importantly understanding your plans and aspirations for the future is so important by offering advice on how to plan your future. A very professional IFA that we would highly recommend”
Mr P P - february 2022
“Graham has a vast reservoir of knowledge which he expresses in clear laymanish language. He has a first rate back up team so that Clearwater provides unbeatable service”
Mr D L - February 2022
“We have been with Graham for 10 years now and continue to be very happy with the service he and his team provide us. We are always pleased with the review meetings and come away reassured that our finances are being managed well and are in good hands.”
Ms K W - February 2022
“Investments fully tailored to individuals needs. A safe, friendly and accessible pair of hands to look after all your finances”
Mr & Mrs H - November 2021
“We are very happy with the service given and the clarity of advice”
Mrs C T - Novermber 2021
“Having been introduced to Clearwater Wealth management a couple of years ago, I have no reservations to recommend them myself. From the initial introduction, to the regular review meetings & update emails, the service is always friendly, professional & the advise is always clear. I am entirely confident & happy with the experience Clearwater Wealth management regularly offer!”
mr & mrs J - october 2021
“Incredibly happy with the service Graham and his team provide. Thank you”
Mr & Mrs S - October 2021
“We are more than happy to rely on the friendly, informative, responsive and generally excellently reassuring service we receive from Graham and his team, thank you all. We don't hesitate to recommend Graham to others who may be interested, although many of our friends are already on your books!”
MS TS - September 2021
“I wouldn't hesitate to recommend the service at Clearwater. Over the years the team has been nothing short of friendly, attentive and capable.”
Mr PW - July 2021
“Never had doubt that I am receiving a fantastic service. Worth every penny. Very Very Professional.”
mr gh - June 2021
“Graham uses his extensive knowledge and comprehensive network to very good effect. He is able to cover the full spectrum of my financial planning needs. Adam is a first class administrator and provides excellent day to day support”
Brian Collins - Founder and former Senior Partner B P Collins LLP
March 2021
“I am very happy with the advice and personal service Graham Ponting and his colleagues provide, and I have no hesitation in recommending them to others.”
Mr JR - March 2021
“Clearwater is an exceptionally professional company that places the importance, satisfaction and financial safety of its clients at the centre of its business. Clearwater staff are its success. Graham Ponting and his staff are professional, expert and impeccable in the provision of their services to their clients.”
Mr & Mrs L- january 2021
“We have been with Clearwater now for nearly 9 years. Graham and the Clearwater Team have always provided clear, concise guidance on our finances helping us to move into retirement in a stress-free way”
