Reviewed for

Insurance and Protection ( 7 )

Pensions ( 63 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 49 )

Auto Enrolment ( 1 )

Investments and Savings ( 78 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 23 )

Long Term Care ( 10 )

Pension Transfers - Specialist ( 15 )

Financial Planning ( 16 )

Financial Mentoring ( 7 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 16 )

£100k - £200k ( 20 )

Up to £50k ( 5 )

£50k - 100k ( 5 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I had a sum of money to invest and wanted it to work for me and with a bit of risk it’s done well in the Firt 12 months of investment .

How has Matthew Slessor helped you?

Matthew looked at my situation and advised me on investing the capital I had , he also looked at my pension to see if it was doing ok.

Have you seen the outcome you were hoping for?

Yes my investment has done pretty well in the first 12 months.

What could they have done better?

I can’t really fault Matthew , he is a very pleasant and professional guy to deal with and I’m very pleased with everything he has sorted for me so far .

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Wanted to get professional advice over the future of my pension

How has Matthew Slessor helped you?

Made recommendations that have proved successful. But also did not recommend anything that wasn’t needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Starting to prepare for retirement.

How has Matthew Slessor helped you?

Exceptionally knowledgable, very reassuring and he works towards what we both feel is the best outcome.

Have you seen the outcome you were hoping for?

I feel I have had the best possibly advice from Matt and going forward I think he’s put the best plan in action.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Through a friend

How has Matthew Slessor helped you?

Hopefully put me on the right road

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing at the moment

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Money received from relatives

How has Matthew Slessor helped you?

Yes very much

Have you seen the outcome you were hoping for?

It’s too early to say

What could they have done better?

Nothing really

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

looking for a more 'client' focused approach that was more 'holistic' in nature covering all aspects of investment and financial planning

How has Matthew Slessor helped you?

helped me with the initial process of migrating from FT employment to PT consultancy including pension pot consolidation and SIPP top up

Have you seen the outcome you were hoping for?

its only been a few months but definitely feel I am safe hands

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Matthew offers a good service that is personalised. He manages our portfolio well. It's goal is to provide income that caters for immediate and future healthcare needs as well as inheritance planning.

How has Matthew Slessor helped you?

Matthew explains things well, gives options that help inform choice. He has maximised returns on our investments well and is readily approachable.

Have you seen the outcome you were hoping for?

He certainly has.

What could they have done better?

Nothing - Excellent

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I had several pensions from previous employments and wasn't convinced that they were still performing as well as they should nor would they be suitable when I approached retirement age.

How has Matthew Slessor helped you?

At our initial meeting Matt did ask me "so why is it that you need a financial advisor?" as I am fairly well informed about my own finances and the options available to me. However, what Matt added was reliable and informative support to ensure that my decisions were sound and to offer alternatives for areas that I hadn't even considered.

Have you seen the outcome you were hoping for?

Yes, Matt reviewed the market and my own circumstances then advised on alternative options for me to meet my needs.

What could they have done better?

Nothing.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We were looking to restructure our savings and investments with a view to retire early.

How has Matthew Slessor helped you?

He has looked around for the best deals and set up more tax efficient savings for us.

Have you seen the outcome you were hoping for?

Early days but everything looks promising

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Update of life and critical illness cover

How has Matthew Slessor helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Matthew

I was a little apprehensive before this meeting, however Matthew made me feel as ease from the start. He took time to understand my life and where I want to be in the future. Matthew helped me understand my different options and gave me the support and unbiased reasoning behind each option. I would highly recommend him to anyone!

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Matthew

Matthew was extremely helpful and knowledgeable. Very easy to talk to.

Matthew's reply

Thank you for your kind comments, and I look forward to being of service in the future. Wishing you well, Matt

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Dumfriesshire

What were the circumstances that caused you to initially look for an adviser?

To bring some structure to my financial affairs. Longer term I don't want to leave problems for the family to sort out.

How has Matthew Slessor helped you?

Initially pension advice but a review of finances was carried out.

Have you seen the outcome you were hoping for?

The pension is with a good company and even with the market movements is still making progress.

What could they have done better?

Dealings with Matthew have gone smoothly and efficiently.

Matthew's reply

Thank you for sharing and taking the time to leave a review. It will really help clients who are looking for pensions advice with a good adviser. Not all pension plans over the last 12 months are in 'profit' and its pleasing to see the benefits of using a plan to provide smoothed returns. Here's to a successful 2023! Best regards, Matt

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I wished to transfer my assets out of a defined benefits works pension scheme

How has Matthew Slessor helped you?

Matt has acted on my behalf and has guided me through the process in a very professional, helpful and friendly manner. He has always made things clear and easy to understand.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Receiving some inheritance.

How has Matthew Slessor helped you?

Matthew advised on the best investments which would generate an income, taking into consideration my attitude to risk. Matthew also offered advise and helped claim my private pension early due to ill health. Matthew is extremely knowledgeable and explains things clearly, nothing is too much trouble and is always prompt to reply to any emails.

Have you seen the outcome you were hoping for?

Not at present.

What could they have done better?

Nothing.

Review from verified client

October, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Inheritance money

How has Matthew Slessor helped you?

Guided us on where the invest our money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I decided 6 years ago to consolidate my pensions and plan for early retirement which with the help of Matthew I was able to and am enjoying the benefits of the advice

How has Matthew Slessor helped you?

By helping me achieve my goals for retirement

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, the only issue was the ongoing advice charges which weren't anything to do with Matthew as his form set them I feel these could be lowered

Review from verified client

October, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Needed help and advice with investments, savings, retirement income and inheritance planning.

How has Matthew Slessor helped you?

Matthew has helped with excellent advice and planning for the future.

Have you seen the outcome you were hoping for?

Obviously it is very dependant on the markets but the advice has been good.

First impression from a user who is not yet a client

September, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Matthew

Matthew was very easy to chat to and gave me all the information I needed and answered any questions I had in detail.I have no hesitation in highly recommending him and will be returning to him for any advice I need in the future.

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I used to work for Innovia films at Wigton , Until they paid me off 2 years ago . I met Mathew at the factory there through Wendy , there pensions lady & Mathew s helped me a lot through my investments & retirement plans . Lovely friendly man & would recommend him .

How has Matthew Slessor helped you?

Mathew showed me the good investments & how they work & perform ,

Have you seen the outcome you were hoping for?

Yes a lot of my funds & investments are doing well

What could they have done better?

Well things like this can always do better one hopes . But 5***** for Mathew he's been a good help to me & in the future hopefully . Yours Sincerely Barry Armstrong

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my finances and plan for the future.

How has Matthew Slessor helped you?

Matthew gave good advice based on my needs and risk level which was just what I wanted.

Have you seen the outcome you were hoping for?

Yes, absolutely. Schemes I've entered into have performed well.

What could they have done better?

Nothing, I'd thoroughly recommend Matthew to anyone seeking financial advice or guidance.

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest and didn’t want to use the banks.

How has Matthew Slessor helped you?

Has helped me look to retire early and also invest my money in different portfolios.

Have you seen the outcome you were hoping for?

Yes, looking at a long term plan.

What could they have done better?

Nothing really, more than happy with the advice and service I have received.

Repeat review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Manchester

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Matthew has continued to deliver personal and professional service.

Review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Pension advise due to retirement planning

How has Matthew Slessor helped you?

Provided the review and information I required to make my own decision on planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

My existing financial adviser could no longer offer independent financial advice.

How has Matthew Slessor helped you?

Matthew helped to match pension funds that were aligned to my level of risk along with offering good returns.

Have you seen the outcome you were hoping for?

So far so good in challenging times.

What could they have done better?

Nothing

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

pension advice and saving policy

How has Matthew Slessor helped you?

Mathew set up my Pension draw down and invested my wife inheritance

Have you seen the outcome you were hoping for?

Yes better than expexted

What could they have done better?

nothing

Review from verified client

March, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Northumberland

What were the circumstances that caused you to initially look for an adviser?

Financial experience

How has Matthew Slessor helped you?

All round advice etc

Have you seen the outcome you were hoping for?

Partly

What could they have done better?

Pass

Repeat review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Continued assistance and respected advice

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

advise on how to best manage my money

How has Matthew Slessor helped you?

advice on investment and inheritance planning

Have you seen the outcome you were hoping for?

yes - increase of £53,000 on valuable investment advice

What could they have done better?

nothing

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

was looking too move my DB pension too a drawdown pension which would give me more flexibility in retirement.

How has Matthew Slessor helped you?

as i am not financially savey with markets/ drawdown /investments etc. Matt was very helpfull in explaining all the benefits & pitfalls of any financial decisions i made going into retirement.He has made it a lot more straightforward too understand which products/investments will be best too suit my needs now & in the future. Big thankyou too matt for all the expert help & expertise in these matters

Have you seen the outcome you were hoping for?

yes with matts expert help

What could they have done better?

Nothing in my view

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Continues to give me peace of mind for my future retirement

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Yes, he is always available for advice

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Same as above. Matthew gives us confidence to continue investing and increasing our investments.

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Not had any need to request help as investments are working well.

Review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Being a widow with no idea of what to do, I needed to prepare for retirement and organise my finances to ensure the best possible future for myself financially.

How has Matthew Slessor helped you?

He gave advice which was tailored to me individual circumstances which has ensured that my limited funds work hard for me and this meant that I could retire a year early without any worries regarding money. I can rest assured that my finances are looked after by a safe pair of hands. Matthew explained everything in a clear way and suggested various options and I never felt pressured to go in any particular direction but his impartial guidance made my decisions quite easy.

Have you seen the outcome you were hoping for?

Yes, with the help and guidance of Matthew Slessor I was able to retire a year earlier than planned and to know that my finances are in the best place for me.

What could they have done better?

Absolutely nothing could have been done better!

Repeat review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

He organised a meeting with Paul Clements and myself to discuss my investment portfolio and future investments

Review from verified client

November, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I was considering transferring my pension out of a company scheme and needed more information and guidance regarding this.

How has Matthew Slessor helped you?

Matthew took me through the whole process from start to finish, giving me the advice and guidance I needed and explaining every step of the process in a clear, professional and friendly manner. I was very impressed with the service he provided.

Have you seen the outcome you were hoping for?

Yes, I am very satisfied with the transfer and resulting investment.

What could they have done better?

Nothing at all.

Review from verified client

October, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

After my Dad passed away we were unsure of where to invest some money in and Matthew advised us very well.

How has Matthew Slessor helped you?

Matthew gave us advice on where to invest our inheritance in with regards to which shares to invest in.

Have you seen the outcome you were hoping for?

Yes our money has done very well in the sgares we chose.

What could they have done better?

Nothing

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

When we had money to invest several years ago we were taken on by Armstrong Watson to help us.

How has Matthew Slessor helped you?

When Matthew took over things became much easier to understand. He was able to talk to us at our level of understanding and did not put us under pressure if we didn't immediately pick something up. He has now advised us to move on to inheritance planning which we are taking forward now. He has always been on the end of a phone if we needed advice.

Have you seen the outcome you were hoping for?

All we could have possibly hoped for and more.

What could they have done better?

Nothing

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

The time had come to draw my pension.

How has Matthew Slessor helped you?

Matthew helped me to understand my pensions and the options I had going forward.

Have you seen the outcome you were hoping for?

Yes indeed. I felt comfortable with Matthews recommendations.

What could they have done better?

Nothing, every I as dotted and very t was crossed.

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Investment planning for retirement

How has Matthew Slessor helped you?

Matt explained the various options available in his very confident and professional approach

Have you seen the outcome you were hoping for?

We have been more than pleased with the results of the suggested investments. The support and advice we receive are on going and are helpful

What could they have done better?

Nothing

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumberland

What were the circumstances that caused you to initially look for an adviser?

My father wanted to set up a trust for inheritance purposes for myself and my family.

How has Matthew Slessor helped you?

He set up the trust and advised my father as to how to invest, taking into account, my father's attitude towards risk. He is very approachable and explains investment to the inexperienced, without being patronising.

Have you seen the outcome you were hoping for?

Absolutely, it has performed beyond expectations.

What could they have done better?

Nothing.

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I needed to invest money from my late husbands savings and pension

How has Matthew Slessor helped you?

Matthew explained and suggested the best course of action to take. He was caring and sensitive and didn't put pressure on me and gave me time to process things.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Repeat review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

carried on making us money even when thing were hard

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Matthew Slessor helped you?

Helped us with investments and pension planning

Have you seen the outcome you were hoping for?

Still early days , not had a complete year yet , but so far looks good

What could they have done better?

Nothing

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Matthew Slessor helped you?

Explained a complex procedure in simple and comprehensible terms.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Less duplication of advice as between him and his suggested advisor

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Needed expert advice.

How has Matthew Slessor helped you?

He pointed out all my pension and investment options and explained them very clearly to me including the risks.

Have you seen the outcome you were hoping for?

Yes, very happy with my advice.

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Inherited some money Realised I could get a better return by switching to other investors

How has Matthew Slessor helped you?

Gave some great advice, moved investors for a better return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Wanted our pensions consolidated and best deal found. Advised for future.

How has Matthew Slessor helped you?

Moved all pensions and found us a fantastic deal. Sorted some cover to protect our investment.

Have you seen the outcome you were hoping for?

Yes we have been extremely happy and surprised with the outcome

What could they have done better?

We were happy with everything

Repeat review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Helped to update pensions & investments.

Repeat review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Still the same as last review

Repeat review from verified client

May, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Manchester

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Despite these Covid difficult times, Matthew has been on hand to deliver an excellent personal service, ensuring that any issues that have arisen have been dealt with promptly.

Repeat review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Carried on making sure our investments are in the right place. Always available to give advice

Review from verified client

March, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Looking for guidance on what to do with my pension.

How has Matthew Slessor helped you?

Gave me good advice on direction to take for long term future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Required investment advice and help

How has Matthew Slessor helped you?

Continued help and advice with portfolio and quickly arranging withdrawal of profits when required. Particularly helpful with changes required after my wife recently passed away, sensitivly and efficiently and rapidly done.

Have you seen the outcome you were hoping for?

Yes definately

What could they have done better?

Nothing

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Annual review

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Keeps me up to date with investments and advice. Feel in very safe hands.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Very helpful, friendly and informative.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Matthew continues to provide easy to understand financial advice and gives us confidence in our investments.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

kept me informed of progress on investments

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Required some money released from a Trust. Due to Covid Matthew was working from home and the communications were great and the process completed in a timely manner in spite of restrictions.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Dumfriesshire

What were the circumstances that caused you to initially look for an adviser?

I needed to identify someone trustworthy to provide advice/guidance to my parents regarding their finances

How has Matthew Slessor helped you?

Matthew arranged a home visit, this in itself in my opinion was very important for my parents. He was able to gather informTion he required and provided easily understood information,advice and examples.

Have you seen the outcome you were hoping for?

Due to the current Pandemic my parents goals were not fully achieved but this was not a reflection on Matthew's professionalism. We have reached a very suitable interim arrangement that can be reviewed once the financial market is less volatile.

What could they have done better?

At this time I don't feel able to offer any suggestions on what Matthew could have done better.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I wanted to retire early

How has Matthew Slessor helped you?

Helped me explore all my options for taking early retirement, reviewed my finances, recommended the best way to proceed,explained everything in simple terms

Have you seen the outcome you were hoping for?

Yes , very much so

What could they have done better?

Can’t think of anything he did not cover

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement. Investment advice

How has Matthew Slessor helped you?

Mathew helped us to review our current pensions and provided advice on alternative investment options to our existing cash ISAs. Mathew to understand our investment priorities and recommended a product that we believe meets our needs.

Have you seen the outcome you were hoping for?

In terms of helping us to find the right product for us, the answer would be best. How well it delivers, only time will tell.

What could they have done better?

The 'cashflow forecast' we were initially provided with (via a calculator tool) took a bit of time to understand.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I was retiring at 55 and wanted to explore all of my retirement options , including transferring out of my DB pension scheme.

How has Matthew Slessor helped you?

Matt discussed my options with me including all the pros and cons and after a thorough review of all aspects of my finances gave a recommendation that would be best for me moving forward. He explained everything in simple terms and answered any questions that I had. Thanks to Matt I have been able to retire aged 55 safe in the knowledge that I will still be financially comfortable in the years to come.

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

August, 2020

Overall

Service

Advice

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Mathew has maintained our income in these very trying time and we have full confidence in his financial advice and we are really pleased we choose Armstrong and Watson as our investment advisers

Matthew's reply

Thanks very much for your feedback, look forward to meeting up next time.

Repeat review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Matthew has helped us a great deal .. giving us the best advice due to a massive change in our circumstance

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Have always used a financial adviser but Matt is simply the best.

How has Matthew Slessor helped you?

Advised and pointed us in the right direction changing investments if they are not performing well.

Have you seen the outcome you were hoping for?

Yes

Matthew's reply

Thanks for taking the time to comment, I really appreciate it.

Review from verified client

July, 2020

Overall

Service

Advice

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Family health issues. And early retirement.

How has Matthew Slessor helped you?

Matt was exceptional with advice and help in achieving early retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Very impressed with service.

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Manchester

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Matthew has continued to give first class personal service.

Matthew's reply

Thanks Helen, its more than a pleasure. I appreciate your comments.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cumberland

What were the circumstances that caused you to initially look for an adviser?

Being in the over 50 age group, I wanted to see what my overall financial position looked like, to ascertain what would be the right steps to take.

How has Matthew Slessor helped you?

Matthew was able to provide this information and I felt very comfortable with his suggestions and advice

Have you seen the outcome you were hoping for?

Not yet

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I had known Matthew for about 20 years and needed help with planning the distribution of monies regarding my estate and inheritance planning

How has Matthew Slessor helped you?

He opted for several plans ranging from 2 years to 7 years which his knowledge and expertise was invauable

Have you seen the outcome you were hoping for?

Yes by spreading the investments I am actually making money in this difficult market, although it will not be for my benefit, only those who will inherit.

What could they have done better?

Nothing that I can think of, I am completely satisfied with the outcome.

Matthew's reply

Thank you very much Trudy, I really do appreciate it Best wishes, Matt

Repeat review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cumbria

This review is a follow-up review from a client who left a review previously.

How has Matthew Slessor helped you since your last review?

Not to our knowledge but probably has

Matthew's reply

Thanks Nigel, Yes, keeping to ourselves, and hardly spending any money. Hope you are well too. I have been keeping in touch with the fund managers and best advice is to sit tight.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Deciding what was best way for pension

How has Matthew Slessor helped you?

Helped me plan best way forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I wanted to release some pension

How has Matthew Slessor helped you?

Gave me great advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I don't think he can do better

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I am my mother’s court appointed deputy after she suffered catastrophic brain injuries in a road accident. It was vital that I got the right advice and support in dealing with the financial situation and aftermath.

How has Matthew Slessor helped you?

Matthew has shown a great deal of professionalism, but what I like the most is his personal attitude and empathy in my situation. He has carefully guided and supported me in a world I knew nothing about. His invaluable advice has been gratefully received.

Have you seen the outcome you were hoping for?

Expectations exceeded!

What could they have done better?

For me personally I am very happy with all aspects of service that I have had from Matthew and the Company in general.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Dumfriesshire

What were the circumstances that caused you to initially look for an adviser?

To make sure my pension was performing as it should

How has Matthew Slessor helped you?

Matthew gave good advice

Have you seen the outcome you were hoping for?

Early days

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We received a legacy and needed advice on what to do with it.

How has Matthew Slessor helped you?

We met Matthew a number of times and were clear that he understood our situation, our attitude to money and risk, and our aspirations for the future. He developed a strategy for us which would address those factors.

Have you seen the outcome you were hoping for?

It is far too early to tell. Our five-star rating reflects our experience with Matthew so far and our expectations for the future; who knows whether those expectations will be met. For the time being we are content that Matthew has the required expertise, has taken the trouble to understand our requirements and has advised us in accordance with those requirements, not simply with generic investment advice.

What could they have done better?

Not much. We are investment novices and needed advice in words of one syllable, and in short sentences. Sometimes the investment jargon needed explaining a few times, and sometimes Matthew assumed more knowledge than perhaps was justified, but he was patient in explaining things to us when we asked questions. In general, everything worked very well.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We needed advise for pension transfer.

How has Matthew Slessor helped you?

He offered very good advice and explained in detail all options available.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing we could not fault the service in any way we would highly recommend Matthew.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We had a lump sum to invest and wanted advice on what to do with it

How has Matthew Slessor helped you?

Matthew gave us excellent advice on the best places to invest our money

Have you seen the outcome you were hoping for?

Yes we have

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Matthew

Had already made appointment with another advisor within the same company.

Matthew's reply

I recommended that the client continue with the meeting with my fellow colleague, rather than duplicate meetings un-necessarily. I heartily endorse my colleagues, as our company has strong values and we all strive to provide an excellent service.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Family bereavement

How has Matthew Slessor helped you?

Matthew was already looking after my fathers financial situation

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We were planning to retire, and wanted advice on an income from our investments

How has Matthew Slessor helped you?

Matthew was very helpful, explaining the different options thoroughly with us. He devised a plan that suited us completely. We have always been happy with the way Matthew has advised us, and feel we can call on him anytime if we have any questions about our investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Retirement and investment advice, ISAs planning, inheritance tax advice, share managment.

How has Matthew Slessor helped you?

Managed our investments, planned and implemented a tax efficient investment portfolio and is always available to take questions and find answers. Thoroughly Professional.

Have you seen the outcome you were hoping for?

Yes, very pleased so far.

What could they have done better?

Hard to think of anything in terms of our situation.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Review of Pensions

How has Matthew Slessor helped you?

Matthew initially looked at my existing pensions and also a pension in drawdown. These were reviewed and some changes were made. Now we have a yearly review and adjustments are made where it felt beneficial to do so.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Initially we had money invested and more recently bereavement and pension funds to rationalise. Now important decisions to make regarding retirement.

How has Matthew Slessor helped you?

Matthew has great empathy with my changing circumstances. His financial knowledge, understanding of my needs and straight forward advice have helped immensely with my decision making. I have great confidence that my portfolio ofinvestments is right for me.

Have you seen the outcome you were hoping for?

Yes. My funds have all done well over the past few years and regular reviews keep me informed and up to date with market changes etc and also any changes in my risk profile and access to my funds if needed.

What could they have done better?

Nothing. I feel everything has been covered.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Left a large sum of money

How has Matthew Slessor helped you?

Very helpful and knowledgeable Patient in his explanations Has very good customer empathy Friendly

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

I feel Matthew did everything right and am not sure what he could have done better as I have been more than happy with the service and advice I was given

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I wasn't confident of getting the best deal from my pension fund provider.

How has Matthew Slessor helped you?

By assessing my needs and evaluating my risk factor his options and recommendations were clear and understandable.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really, I'm very satisfied with the results thus far.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Advice following retirement

How has Matthew Slessor helped you?

Matthew helped my husband and I to make a sound investment of our pension funds

Have you seen the outcome you were hoping for?

Yes we have made good return of the money we invested

What could they have done better?

I cannot think of anything he could have done better

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Needed advice on pensions.

How has Matthew Slessor helped you?

Gave sound advice on a range of investments along with the risks that would be involved.

Have you seen the outcome you were hoping for?

Excellent.

What could they have done better?

None

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Pensions.

How has Matthew Slessor helped you?

Advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

My wife and needed someone to look after our private pensions and investments.

How has Matthew Slessor helped you?

He invested very well and made a excellent return on our monies.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We both took the opportunity to leave full time employment when our employer offered voluntary redundancy when we were in our early 50's. Not yet being at an age when we can take our occupational or state pensions, we required advice about how best to invest our VR payments and to consolidate existing savings to provide an income to supplement new part time jobs. More funds will be added once we take our employment pensions.

How has Matthew Slessor helped you?

Matt spent time with us understand our existing situation (savings, income, expenditure etc.) and our aspirations (planned level of expenditure versus income from p/t/ employment and investments). We had a number of meetings before making our investment via Matt. He also asked us to undertake a `risk profile` questionnaire to understand our comfort with various levels of risk to our proposed investment. Matt explained various investment options including how they functioned (exposure to stock market, split between bonds, stocks etc.) before recommending a relatively low risk fund which provides modest growth. Fees and charges were clearly explained.

Have you seen the outcome you were hoping for?

It is now over 2 years since we made our investment and we have been very happy with the product and growth We receive quarterly updates from the fund and have twice yearly meetings with Matt. We are comfortable with our investment being managed, rather than having to do all the leg work ourselves. The six monthly meetings give us the opportunity to review the investments and to discuss any changes in circumstances. They also provide a trigger for us to periodically review our financial future.

What could they have done better?

Perhaps we approached the investment in a different way from some people - we were also interested in understanding how we can spend the money in the short to medium term (a holiday fund!) as well as maximise the growth. I think it took Matt a couple of meetings to understand that we want to spend as well as save.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

To invest money in something more beneficial to us.

How has Matthew Slessor helped you?

Gave good advice on where best to invest our money.

Have you seen the outcome you were hoping for?

Not yet too soon.

What could they have done better?

Nothing

Review from verified client

July, 2018

Overall

Advice

Value

Service

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Planning ahead for retirement.

How has Matthew Slessor helped you?

Yes, clear helpful planning aand advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Also helpful with a child's planning and saving

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I came into an inheritance and I wanted to invest.

How has Matthew Slessor helped you?

I found Matthew very knowledgeable and trustworthy that I was able to invest all my savings.

Have you seen the outcome you were hoping for?

Yes I am very happy with my investment returns.

What could they have done better?

I was very happy with all my dealings with Matthew.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Having used a number of other IFA the service and my expectations of their service had not been realised.

How has Matthew Slessor helped you?

Matthew offered a professional service that went a long way towards meeting my expectations. That being a professional who is going to advise the lay person where to invest, and how to make the most of their investment portfolio. In Matthew we have found someone who clearly puts his client interests front and centre and plays a role in managing there portfolio in total. It taken us some time to find an IFA who we feel comfortable with to manage and advise us regarding are life saving, and who us not simply interested in sitting back and taking the annual commissions.

Have you seen the outcome you were hoping for?

The outcome I was hoping for was:- 1) A professional relationship that was worth paying for - Yes 2) We have a reasonable idea of what we want as clients and each time the service is excellent. 3) Matthew has a great ability to both communicate with clients and advise on financial services across the spectrum.

What could they have done better?

Perhaps If we had a 3 monthly short report and recommendation for fund switches.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

We needed advise on managing our money from a specialist in this field .

How has Matthew Slessor helped you?

Matthew is keen to provide a very thorough investigation into the Financial Market that suits his clients on many levels and regularly reviews and advises them to gain optimum benefit from their investments . He is approachable and always willing to offer help .

Have you seen the outcome you were hoping for?

Variable.

What could they have done better?

Cannot answer this .

Review from verified client

July, 2018

Overall

Service

Advice

Value

Based in Wigtownshire

What were the circumstances that caused you to initially look for an adviser?

investment.

How has Matthew Slessor helped you?

assessed risk and need.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Matthew is my parents Financial Advisor and because of their advancing years I often attended review meetings with them. Because of his kindness to them and the way he imparted information I decided that he was someone I could trust when I had a small amount of capital to invest and also when I was looking to transfer my small pension.

How has Matthew Slessor helped you?

He invested monies in an ISA for me and also transferred my small pension pot to make it more accessible.

Have you seen the outcome you were hoping for?

Absolutely. In addition, he always returns calls or responds to emails which i appreciate.

What could they have done better?

I think he gave me the best advice possible given my financial situation.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

I needed to review my retirement panning.

How has Matthew Slessor helped you?

By helping me review my existing arrangement and consolidating them for me to reach my selected retirement age.

Have you seen the outcome you were hoping for?

Yes I was very happy with the solution and we catch up regularly to review it.

What could they have done better?

Nothing

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

pension advicevery.

How has Matthew Slessor helped you?

very good info.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Money to invest.

How has Matthew Slessor helped you?

He understood what was required and advised accordingly. The overall results were very positive.

Have you seen the outcome you were hoping for?

The results were above our expectations.

What could they have done better?

We were satisfied with the service overall.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Retiring &use eking advice to tfr out of company scheme.

How has Matthew Slessor helped you?

Analyzed our circumstances &gave professional &itimely advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not able to do more.went above & beyond

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Retired from full-time work and concerned about tax implications.

How has Matthew Slessor helped you?

Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations then produced a realistic plan to ensure my goals can be met.

Have you seen the outcome you were hoping for?

Yes, very much so,.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

I wished to discuss my pension options.

How has Matthew Slessor helped you?

Matt obtained all the relevant information and presented this information in a way that was easily understood.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I do not think that Matt could have improved on the service he provided.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Dumfriesshire

What were the circumstances that caused you to initially look for an adviser?

Annual review & pension planning.

How has Matthew Slessor helped you?

Advice on up & coming retirement pension Review of investments.

Have you seen the outcome you were hoping for?

not as yet.

What could they have done better?

Nothing at present.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Lancashire

How has Matthew Slessor helped you?

Matthew provided a very professional service that was clear and concise. He was extremely sympathetic and understanding to our situation and was most supportive in following through our requests.

What could they have done better?

We feel Matthew surpassed all our expectations and he could not have done better!

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Cumbria

How has Matthew Slessor helped you?

I have found Mathew explains everything very well Easy to understand and I have found his advice has been very benifical

What could they have done better?

Not sure

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Dumfriesshire

How has Matthew Slessor helped you?

Clear concise explanations which are broken down into plain English.Very quick responses to questions.Always approachable and gently keeps the process moving to completion.Confirms that documentation has arrived timeously.Takes the stress out of major financial decisions.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Matthew Slessor helped you?

I contacted Matthew as I was starting a family and wanted to ensure if anything happened to me or my partner we would be ok while our baby was growing up. Matthew paid close attention to what I wanted and during our consultation session and also how much we could afford, and we are very happy with the service and package Matthew provided and I have and would recommend Matthew to my friends and colleagues and most certainly seek Matthews assistance in the future

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Matthew Slessor helped you?

Listens to you, then takes what you want into consideration when planning a financial package. Well aware of the markets available and therefore able to advise accordingly.

What could they have done better?

Mention possible changes made by government that may impact on savings.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Cumbria

How has Matthew Slessor helped you?

He keeps in contact with us as required. We do not have to chase him. He is easy to talk to and immediately puts you at your ease. He is knowledgable about a huge number of investments, but will check out those that he needs to. He and his administrative support have responded quickly to any queries, and he has provided us with the requested products efficiently and effectively.

What could they have done better?

Not sure that Matthew could do anything better, we are more than happy with his service and hope to continue as his clients.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Cumbria

How has Matthew Slessor helped you?

I find dealing with MATT excellent. I have dealt with him on a number of financial matters since our initial meeting in 2002 when my husband died and he gave me invaluable advise on how to protect my investments. I always felt confident with the various financial packages, long and short term, he recommended and these have proved invaluable over the years. I consider I was very fortunate to have had him as my financial adviser.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Matthew