Reviewed for

Insurance and Protection ( 1 )

Pensions ( 7 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 4 )

Auto Enrolment ( 1 )

Investments and Savings ( 11 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 5 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

Up to £50k ( 1 )

Client reviews

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Matt

I was not contacted by Matt Baker but by another man who has arranged a video call with me. Should I not do this?

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Matt

Hi, I actually saw Matt's colleague, Caron Kehoe. I was very impressed with her knowledge, patience and attention to detail.

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Matt

Matt evaluated my position accurately and effectively which immediately gave me confidence in him. He suggested some potential future proposals which might benefit me and I shall have further discussions with him about this.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Essex

How has Matt Baker helped you?

Outstanding service from an engaging and genuine man. Matt clearly had our interests at heart

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Essex

How has Matt Baker helped you?

Matt has met with my husband and I and discussed in full our options and helped us to understand the risk levels involved in our choice of pensions and savings. He has also met with us to ensure that we understand the annual reviews. He has been patient with our lack of financial nous and we are comfortable with his advice.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Avon

How has Matt Baker helped you?

First of all I like Matt because he is very easy to talk to and has the patience of a Saint, he understands my goals, attitude to risks, and regularly reviews my portfolio. At the end of the day I want my hard earned money to work for me, and feel that it\\'s in safe hands.

What could they have done better?

To offer a Gin and Tonic

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Matt Baker helped you?

Matt listens well and offers constructive advice, based on an analysis of the client's age, needs and financial position. Matt prepares well for meetings and has at his fingertips the progress of our investments.

What could they have done better?

I am satisfied with the current level of service and advice.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has Matt Baker helped you?

I found Matt easy to talk to and he has the patience of a Saint, he understands my needs and my attitude to risks. I want my hard earned money to work for me so he regularly reviews my portfolio. At the end of the day I like him and TRUST him.

What could they have done better?

Provide a Jack Daniel.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has Matt Baker helped you?

We have dealt with Enable for some time. When we retired Matt dealt with our pensions etc finding the best investments for us. As we are not money experts we have left this department to him and have been very satisfied with the results especially during the difficult financial times. Matt is always happy to answer our questions and explain the points we do not understand.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Matt Baker helped you?

Matt is very knowledgeable on all financial matters and on issues that may affect investments and savings. He produces a monthly newsletter on the economic outlook which is always informative. At regular planning meetings, Matt is always full prepared with his advice and always seeks the client's view as well. He devotes a lot of time to these meetings, in which the client never feels rushed, but leaves with confidence that right decisions have been made. Besides the newsletter and regular meetings, Matt will always alert individual clients if he feels there is something they ought to be aware of. Matt is very professional, confident, has a warm, friendly personality and a good sense of humour.

What could they have done better?

I can honestly not think of anything. He has served my wife and I extremely well.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Sussex

How has Matt Baker helped you?

everything we have asked him , plus some very sound advice he has contributed on his own bat .

What could they have done better?

nothing

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has Matt Baker helped you?

Clear advice, understands my plans.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Dorset

How has Matt Baker helped you?

Matt explained my options to me very clearly, and when I decided what I wanted exceeded my expectations in achieving my wishes within the time frame I required.

What could they have done better?

At this time I can not make any reccommendations for improving the service I received.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Matt Baker helped you?

We have been using the services of Matt for the past six years. Have always found him approachable and helpful, explains fully implications of any changes and advises well.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Matt Baker helped you?

Matt is very conscientious and will always explain things several times until you truly understand. He makes you feel very much at ease, never the pushy sales man , a genuine nice guy! He has given me so much confidence in my investments and always takes the pressure off if I have any concerns, which I think is important. My solicitor recommended Matt to me and I am so glad he did.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Dorset

How has Matt Baker helped you?

listens to specific and general questions, then answers in lay terms, whilst exploring all options, including topics not thought of by me. He is the only person who has explained the notion of "crystallising" pensions with full explanation of details and implications, despite reading many financial articles.

What could they have done better?

I am happy with our discussions to date.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has Matt Baker helped you?

He took a great deal of time to understands my circumstances, he was informative and explained everything clearly. I didn't feel pressured to make a decision or commit to anything. I can honestly say that I now have a professional adviser who i can trust and would recommend to friends and family.

What could they have done better?

I couldn't fault him.