What Our Clients Say
Tim. I much appreciate the advice and assistance which you have given me over the years with my financial affairs, and your efficiency and friendliness in doing so.
Mr M – Queen’s Council, Barrister.
Difficult to find a recommendation for a financial advisor. I saw what Clover had done for my mother’s investments and that was good enough for me.
Mr R – Arbitrator, London
There is a lovely family feeling about Clover Wealth Management. Trust is a huge factor and I always feel everything you do has my best interests at heart! I am offered a very professional and personal service.
Mrs K – Retired Bank Manager, Exeter
I have known Clover for many years even when they first started and note they have achieved so much. I live on my own and have been helped in many ways. I cannot speak highly enough of them.
Mr B – Local Councillor, Devon
Clover Wealth has taken great care to understand my personal situation and to ensure that the structure of my financial package meets the future needs of my family and myself. (I use Clover because) of their integrity, holistic approach to wealth management, patience, and their friendliness of the staff.
Mr D – Retired International Airport consultant, Devon
Dear Tim, I have been meaning to write and thank you so much, for the professional and kind way (in which) you have acted for my late husband and I during the past years plus months – and I am most grateful.
Mrs F – Devon
The whole Life Planning experience for me was extremely interesting, very soul searching but very positive. It prompted me to think in a different way, putting life into a totally different perspective, in a way I had never done before.
It made me look at life with a deeper focus and prioritise the things that were really important to me, again something that I had never previously realised or identified.
It made me take an honest look at my life and consider what truly matters and what does not.
Actually committing thoughts to paper helped so much and formed the basis of really positive discussion. This enabled me to see far more clearly how any plans could be achieved, set a time scale to work towards and gave me a sense of security to turn them into reality.
Mr & Mrs G – Company Director, South Devon
It was, as always, nice to see you yesterday. Thank you for looking after my financial affairs so efficiently.
Dr H – Retired Teacher, Exmouth
As new clients we have found the experience positive.
Mr & Mrs H – Retiring Senior Manager District Council, South Devon
Tim has been an important person in my journey since I lost my husband (Consultant Psychiatrist) over two years ago. Tim, I am grateful for sharing your thoughts and ideas, for listening to me and for giving me the the time to adjust and finally to accept to look at your big screen with those figures and diagrams. It is nice to to know that I can trust you to look after that side of my life so I can focus on all the other stuff I enjoy doing! You have been so much help to me. I see you more like a good friend rather than an adviser!
Mrs J – Retired, Exeter
I live close by so visiting is easy, they have friendly & helpful staff and financial advisor, any problems I have or help needed have been dealt with quickly and efficiently. They even have the fruit teabags I like ready me!
Mr and Mrs W – Retired couple, Exeter
Any issues that arise within our family, we feel comfortable and trust that Clover Wealth Management are there to help us! Thank you! Keep up the good work!
Mr & Mrs P – Farmers, Crediton