Testimonials

Read some of the feedback received from clients.
As an owner of a busy restaurant, I found Paulina to be considerate, accommodating and transparent with her advice. She understood the challenges facing the hospitality sector, and I felt I could trust her. She determined the best retirement planning strategy for me, mitigated corporation tax and ar...
Anna Witczak | Director, Two Cherries Ltd, York
We have found her to be a competent and trustworthy Adviser, quick to respond to queries and very knowledgeable and helpful throughout our recent financial transactions. We would not hesitate in recommending her to anyone.
Gordon Halkyard | Retired Teacher, Pickering, North Yorkshire

Klara Wealth have always given sound and reliable advice. I feel comfortable discussing my finances with them and have peace of mind knowing they look after my best interests in retirement planning. I would not hesitate in recommending Klara Wealth to anyone.

Kathleen Weatherill | Retired, Whitby

Financial advice explained thoroughly and methodically. Sound advice helping to plan for the future and guiding us every step of the way. Highly recommended, especially in these uncertain times. Thanks, Paulina.

Lindsey Johns | Restaurant Owner, Wombleton

I would highly recommend Paulina's services. We received mortgage advice from her and later remortgaged at the end of our current term. We were tricky clients due to our unusual circumstances, but Paulina spent a lot of time researching the best options for us and really took the stress away. She...

Private Client | York

I have been immensely impressed by Paulina's holistic approach to financial planning and the advice given, particularly in relation to inheritance tax planning. By going the extra mile and meeting with and explaining to my beneficiaries. A great professional!

Martyn Herring | Retired Director and Accountant

I needed some long overdue consultation regarding pension schemes I had joined over the years. Paulina suggested pension consolidation and guided me through the whole process. I am very happy with the help she provided, always explaining the jargon with a friendly approach. I would recommend her ...

Mr S. Filipkowki | Production Planner, Swindon

I was made to feel very welcome when I was introduced to Paulina. Her disposition is excellent, and she made me feel at ease as she explained my financial position. Paulina always provides trustworthy advice, and I am heavily reliant upon her for her outstanding service. I feel she is a valuable ...

Mrs J
Before working with Klara Wealth, I was totally confused by my pensions. Klara Wealth effectively clarified my position with regard to my retirement options and offered sound advice which enabled me to understand my financial position and enter retirement with confidence. Now that I am retired, I co...
Private Client | Retired, Malton
The service and support I have been given by Paulina has been honest, trustworthy and completely professional. I would very much recommend Paulina, as she has gone above and beyond with her expertise.
Private Client | Early Years Practitioner, Malton