Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 13 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 12 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Client reviews

Review from verified client

October, 2014

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Value

Based in Rhondda Cynon Taff

How has Debbie Matthews helped you?

Excellent communication ,keeps you well informed what's happening and when ,very professional .

Review from verified client

October, 2014

Overall

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Value

Based in Rhondda Cynon Taff

How has Debbie Matthews helped you?

Debbie takes the time to understand our needs and advises us on the best possible answers to our questions ,never gives up on getting you the best she can.

Review from verified client

October, 2014

Overall

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Value

Based in Rhondda Cynon Taff

How has Debbie Matthews helped you?

Debbie took the time to understand owner needs ,got in touch with our pension providers sorted out what we were entitled to .And still fighting our corner over a penalty clause ,she doesn't give in .Taken all the pressure off ourselves .keeps constant update on what's happening (must be paying her to much)

Review from verified client

October, 2014

Overall

Advice

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Value

Based in Rhondda Cynon Taff

How has Debbie Matthews helped you?

Debbie keeps you up to date with what's happening and easy to understand .Doesn't give up and keeps on chasing to get you best deal

What could they have done better?

Nothing

Review from verified client

May, 2014

Overall

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Based in Cardiff

How has Debbie Matthews helped you?

I have known Debbie for several years and can not recommend her highly enough. The service and advice I have received, particularly with my pension has been exceptional. Debbie ensures my pension and investments constantly produce commendable results in accordance with an agreed level of risk. My previous experience with IFA's has been a disaster but Debbie has, and always will "go that extra mile" to help me which enables me to have that peace of mind and assurance that I am being looked after. I have no hesitation in again recommending Debbie to any of my friends who need financial advice.

Review from verified client

May, 2014

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Value

Based in London

How has Debbie Matthews helped you?

Debbie is very communicative, thorough and provides excellent service. She has delay with two portfolios with care, sensitivity and diligence always providing superb advice

What could they have done better?

It would be great to see the business grow and communicate it's strengths to a wider audience

Review from verified client

May, 2014

Overall

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Value

Based in Monmouthshire

How has Debbie Matthews helped you?

Debbie is always proactive on my behalf and has given me good and clear investment advice.

What could they have done better?

Nothing comes to mind

Review from verified client

May, 2014

Overall

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Value

Based in Bedfordshire

How has Debbie Matthews helped you?

Always gives polite, helpful & informative information in a way that a non-financial person would understand. She gives me confidence in the service she is giving, unlike many other financial advisors who have baffled me with information.

What could they have done better?

Happy with all areas of service.

Review from verified client

May, 2014

Overall

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Value

Based in Herefordshire

How has Debbie Matthews helped you?

Debbie has guided me through a difficult time in my life, listening and dealing with my queries promptly. She is professional and very approachable.

Review from verified client

May, 2014

Overall

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Based in Dorset

How has Debbie Matthews helped you?

Open honest clear advise and if she cannot help passes me to someone or an other company that can

Review from verified client

May, 2014

Overall

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Value

Based in Monmouthshire

How has Debbie Matthews helped you?

Debbie has always provided me with excellent advise and has a great team supporting her 'behind the scenes'. I receive regular updates on the performance of my portfolio as well as really interesting and topical bulletins; communication is always clear and thankfully, without jargon! Debbie is open and honest, professional and approachable, always giving good advice; I have never felt pressured into making a decision. Above all else, I trust Debbie and her team implicitly.

What could they have done better?

Quite honestly, at this point in time - nothing - just more of the same!

Review from verified client

May, 2014

Overall

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Value

Based in Monmouthshire

How has Debbie Matthews helped you?

Excellent advice provided by Debbie and her team. I am kept well informed, receiving regular updates on my portfolio as well as some very interesting and topical news bulletins; communication is clear and understandable, so no jargon! I have always found Debbie to be professional and knowledgeable, she listens to my needs and never puts me under pressure to make a decision. She and the team are friendly, open, honest and always approachable.

What could they have done better?

At the present time, I can't honestly think of anything ..... just more of the same please!

Review from verified client

May, 2014

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Value

Based in Hertfordshire

How has Debbie Matthews helped you?

Relates well to us as individuals. Responds efficiently to our queries.Understands our concerns.Maintains regular contact.Gives us sound advice.

Review from verified client

May, 2014

Overall

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Value

Based in Cardiff

How has Debbie Matthews helped you?

I cannot recommend Debbie Matthews highly enough. The advice I received was clear, honest and her work produced quick results with zero stress being caused on my part. She goes not only the extra mile, but the extra hundred miles. From both a practical and personal point of view, she sorted out so many things that had been causing me problems for years. Having had incredibly bad financial advice and advisers in the past, I was wary of gong to someone new; but I am 100% satisfied and recommend her to all my friends.

What could they have done better?

Nothing. It was a truly exemplary service.

Review from verified client

May, 2014

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Based in Vale of Glamorgan

How has Debbie Matthews helped you?

We've only just met Debbie having been introduced to her by a trusted friend. She listens to what you say and so far has been proactive, organising at short notice a rather specific investment in which we were interested. Top marks so far.

Review from verified client

May, 2014

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Based in Gloucestershire

How has Debbie Matthews helped you?

Debbie gives me very good all round advice which suits my requirements