Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 16 )
Pensions ( 60 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
Up to £50k ( 13 )
£50k - 100k ( 11 )
Client reviews
First impression from a user who is not yet a client
April, 2022
Overall
Please provide a brief comment about your experience with Nick
Good initial financial meeting.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Early Retirement
How has Nick Matthews helped you?
Information and above concerning my pension and actual requirements when retiring.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing everything went exactly as required without any problems.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Investment. Advice and help planning for retirement.
How has Nick Matthews helped you?
Great sound advice, communication with relevant companies and form filling.
Have you seen the outcome you were hoping for?
I have.
What could they have done better?
Nothing.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
10 years ago I needed to sort out my finances and I was introduced to Nick Mathews who fitted the bill in all my financial need.
How has Nick Matthews helped you?
Nick offers really good advise & is always available to help keep me updated.
Have you seen the outcome you were hoping for?
Yes without doubt
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Because I do not have a clue about money
How has Nick Matthews helped you?
Nick helped in many ways, his down to earth explanation of things I dont understand and his everlasting patience with me has been immeasurable. I have also passed his name on to friends and they have all been very impressed with his advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NO
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Piece of mind and the need for specialist knowledge
How has Nick Matthews helped you?
Provided the above
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Investment advice
How has Nick Matthews helped you?
By thoroughly investigating my needs and requirements for my future and giving sensible and sound advice
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
I contacted Nick for financial and pension advice
How has Nick Matthews helped you?
Nick is a true professional, very knowledgeable and approachable, he is totally understands our needs and breaks financial jargon into an understandable language, a genuine really nice guy and easy to talk to
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing I can think off, he provides an excellent service
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
I needed to understand how the pension system worked
How has Nick Matthews helped you?
He advised and explained everything I need to know and more
Have you seen the outcome you were hoping for?
More than happy
What could they have done better?
Top draw financial / pension advisor
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Nick
Very useful and comprehensive review
First impression from a user who is not yet a client
June, 2021
Overall
Please provide a brief comment about your experience with Nick
Very polite and helpful in answering my initial query.
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Nick
He came across as very knowledgable and genuine.
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Nick
Very informative,easy to chat to.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Nick Matthews helped you?
I had quite a lot of 'eggs in one basket' and Nick advised me how to spread the risk, using different platforms.
Have you seen the outcome you were hoping for?
I took a slight hit due to COVID but things are now recovering.
What could they have done better?
If I knew the answer to this questions I would be a Financial Adviser!!
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Money my bank was growing & someone recommended Nick
How has Nick Matthews helped you?
Talked me through different options for pensions and saving
Have you seen the outcome you were hoping for?
Yes , I have seen a positive outcome
What could they have done better?
Nothing from me - all good & happy with Nicks service
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Nick has been my financial advisor for many years and has always offered a top rate service with excellent advice .
How has Nick Matthews helped you?
Lately , with my Retirement package .
Have you seen the outcome you were hoping for?
So far , Yes .
What could they have done better?
A cup of Tea or Coffee .
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Starting a family 25 years ago needed advice with long term planning
How has Nick Matthews helped you?
Reliable independent advice over past 20years
Have you seen the outcome you were hoping for?
Yes on many occasions
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
General financial advice and guidance.
How has Nick Matthews helped you?
Arranged for different pensions to be brought under one roof, and provided professional advice and guidance over the last 10 years.
Have you seen the outcome you were hoping for?
Very much so, and nothing ever seems to be a problem to him.
What could they have done better?
Nothing that comes to mind.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
I wanted to find a convenient way of making my spare cash and income grow over time but needed advice on the best way to do this.
How has Nick Matthews helped you?
He spoke with me at length and we talked through the options. We discussed my attitude to risk and agreed on an option that suited my goals and attitude to risk.
Have you seen the outcome you were hoping for?
Yes. I am happy with how things have gone and how they are going now.
What could they have done better?
I cannot think of anything. I am pleased with the service provided.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
SIPP management and drawdown management
How has Nick Matthews helped you?
Reviewed both my current and future investment and drawdown needs Extremely well following a previous less than good service level from our previous advisor.
Have you seen the outcome you were hoping for?
Yes, Much improved communication, guidance and overall service levels at a reasonable price.
What could they have done better?
Nothing to date. Very pleased.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Declining pension investments and high management costs with previous providerk
How has Nick Matthews helped you?
Transferred pensions to better investments and lower management costs
Have you seen the outcome you were hoping for?
Not yet but hope to in the future
What could they have done better?
Nothing
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Nick
Our initial meeting with Nick was very informing as to where we were we needed to be. He arranged anther meeting but due to personal reasons we had to postpone. Nick was understanding and arranged another meeting at our convenience where he had compiled all the relevant information and had answered all our questions . Everything that was required by my wife and I was clearly addressed which helped in our situation. Nick is a very thoughtful and professional and we would recommend him to anyone.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Long term Financial planning
How has Nick Matthews helped you?
Gave a first class honest service on financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Pension transfers
How has Nick Matthews helped you?
Nick sorted all our pensions and transferred them into investment portfolios.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Completely happy with service so far.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Tyne and Wear
What were the circumstances that caused you to initially look for an adviser?
Required a private pension
How has Nick Matthews helped you?
Resolved the issue of a private pension and found the best scheme for me
Have you seen the outcome you were hoping for?
yes - Growth of pension
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Nick
Very informative meeting , made my path forward easier.
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Nick
Nick pointed me in the right direction. I am very satisfied with the knowledgeable advice given. If cicumstances change, I will get back to Nick.
First impression from a user who is not yet a client
April, 2020
Overall
Please provide a brief comment about your experience with Nick
Nick gave direct, clear and concise answers to all my questions. Very helpful already. Thanks.
First impression from a user who is not yet a client
November, 2018
Overall
Please provide a brief comment about your experience with Nick
Met last week. An excellent meeting in all respects
First impression from a user who is not yet a client
November, 2018
Overall
Please provide a brief comment about your experience with Nick
Nick was able to provide the advice we needed at this time. If things change in the future we would confidently go to him again.
First impression from a user who is not yet a client
November, 2018
Overall
Please provide a brief comment about your experience with Nick
Very helpful
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I have been receiving financial advice from Nick for over 15 years. I can wholeheartedly recommend Nick in terms of his balanced advice and professionalism, his vast knowledge and experience which has been invaluable to me and family members and friends over the years. Nick is always a phonecall away, he is approachable and responds promptly.
How has Nick Matthews helped you?
Nick was recommended to me by a friend and he has helped other members of my family in investment planning. Mick has good contacts and has recommended an excellent accountant to help me too.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
October, 2018
Overall
Value
Advice
Service
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
My parents have used Nick for years. He has been great for them over the time. I needed some savings advice so they said to contact Nick.
How has Nick Matthews helped you?
From the moment I met Nick he put me at ease and explained my options clearly.
Have you seen the outcome you were hoping for?
Yes, his advice was and continues to be first class.
What could they have done better?
Nothing at all. I thoroughly recommend him.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I contacted Nick for financial advice after having to finish work early due to ill health.
How has Nick Matthews helped you?
Totally professional, approachable and understanding. Takes time to explain things in easy to understand language and not financial jargon. Just a genuinely really nice guy, very knowledgeable and helpful.
Have you seen the outcome you were hoping for?
Absolutely! Totally clear understanding on financial future plans.
What could they have done better?
Nothing that I can think of .
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and was looking for advice with regards to future investments etc.
How has Nick Matthews helped you?
He asked me how I wanted to invest my savings i.e. the amount of risk/how much to leave as cash/diversify my share pot.
Have you seen the outcome you were hoping for?
I have just retired last month, things are looking good.
What could they have done better?
nothing I can think of at present.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Pensions, where do you start, very daunting to say the least and I was given this guys name.
How has Nick Matthews helped you?
Listened to what I had to say and my fears, put my mind at rest, confident and Knowledgeable in his specialism.
Have you seen the outcome you were hoping for?
Currently waiting for investments to blossom, however hopefully in time, the proof will be in the pudding, despite the Brexit fears.
What could they have done better?
Nothing here, he listened, advised, explained that it is not a rosy carpet and things do go up and down over time, but hopefully, my time for a return will be the right time. The guy is sincere and helpful.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Needed advice on Occupational pensions.
How has Nick Matthews helped you?
Nick Fully understood my requirements. Went through my various options.
Have you seen the outcome you were hoping for?
Yes Nick was very helpful and given me the outcome I wanted.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To invest savings long term.
How has Nick Matthews helped you?
great friendly professional avice.
Have you seen the outcome you were hoping for?
Recommended a great investment which we can see growing year on year, without any worries.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I had some pension through a divorce that I needed to put into a pension fund.
How has Nick Matthews helped you?
Nick advises me how this investment is doing and also reassures me regarding funds for retirement.
Have you seen the outcome you were hoping for?
Yes very much so.
What could they have done better?
Nothing Nick explains things very clearly to me and I rate his advice.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I wanted someone I could trust to assist me in future proofing my finances and pensions. Nick was recommended and we hit it off as soon as I met him. We have been with Nick at least 15 years now and he has been fantastic.
How has Nick Matthews helped you?
Nick is a very knowledgeable guy, helpful and always at the end of the phone if I need help with my pensions etc. Always willing to explain any issues I raise.
Have you seen the outcome you were hoping for?
To date, yes.
What could they have done better?
Nick - just keep doing what you do best and why we are so grateful to you for. Nick is always curtious and nothing is too much trouble.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
It has been a number of years since i had a financial evaluation, Nick was recommended to me by friends, initially he assisted my terminally ill mother (Nov 17), but whilst undertaking my own financial evaluation I sadly lost my parents within a short period of time and this then took a financial priority. I will be returning to see Nick once estates are finalised, to seek further advice on savings/investments/pensions etc.
How has Nick Matthews helped you?
By Nick assisting my mother it ensured a substantial and maximum payout was secured on her work pension to enable her family to be financially secure. My mother also requested that after her passing my father sort advice from Nick to invest her money for the future of us all. Sadly my father passed away shortly after and Nick has helped sorting out terminating pensions/life insurances/Premium bonds/stocks & shares/advice on account closures and answered questions regarding probate. Not to mention what to prioritise.
Have you seen the outcome you were hoping for?
Yes - My circumstances are rare and this will be an on going outcome on a number of financial levels for me going forward. But very happy with the wonderful professional service received so far. Thank you Nick.
What could they have done better?
I could not of asked for any more, as a client with somewhat sensitive personal circumstances under discussion, Nick's compassion shone through and that was very important to me, at such a difficult time.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
I needed advice on how best to invest some spare money.
How has Nick Matthews helped you?
He went through my financial circumstances and what I would like from any possible investment. He then recommended an investment package based on my needs and set it up for me.
Have you seen the outcome you were hoping for?
Yes. The value of my initial investment has grown. I am very happy with the advice I received and the advice I have continued to receive.
What could they have done better?
I am very happy with the service I have received and can't think of anything that could have been done differently.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
pension planning.
How has Nick Matthews helped you?
advised on the different options available.
Have you seen the outcome you were hoping for?
yes.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We believe it is the best way to secure and progress our financial future.
How has Nick Matthews helped you?
We have been a client for MG Shaw for many years and Nick carried on the company's excellent work and support. We regard him as a friend as well as a valued advisor.
Have you seen the outcome you were hoping for?
All our investments have made progress, so we have naturally been pleased with the outcomes.
What could they have done better?
In our position, we don't believe anthing could have been done better. We are not financial experts, so were happy to put our trust in Nick and he has never let us down. Long may it continue!
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
General advise.
How has Nick Matthews helped you?
Nick Matthews is very professional. He always gives advice and explains very well.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
October, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Many years ago I had an Equitable Life Pension Plan and when they ran into trouble I decided that I needed to transfer funds to another pension scheme but was unsure how to go about it and where to transfer funds to.
How has Nick Matthews helped you?
Nick helped me to transfer my equitable life fund initially and more recently has reviewed both my wife's and my own pensions providing forecasts and examining our financial requirements when we retire. Outline plans were drawn up showing drawdown options, possible annuities and a mix and match option for when we retire.
Have you seen the outcome you were hoping for?
Both my wife and myself were pleasantly surprised at the forecasts and with the advice given.
What could they have done better?
In my experience there was nothing that I felt could have been done better, all advice was clear and we were not talked into anything in fact Nick advised us to leave 2 of our pension plans as they were. Time to correlate information was a bit long but this was because the pension companies were slow in responding.
Review from verified client
February, 2018
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
We were looking for pension and investment opportunities.
How has Nick Matthews helped you?
He gave us excellent advise and changed our outlook on investments.
Have you seen the outcome you were hoping for?
Yes and on more than one occasion.
What could they have done better?
I cannot find fault with the service or advise
Review from verified client
February, 2018
Overall
Service
Value
Advice
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
I needed advice on my pension.
How has Nick Matthews helped you?
He arranged a more suitable plan for my needs and provided advice in a clear way that I could understand. I was very impressed.
Have you seen the outcome you were hoping for?
Very much so he was excellent.
What could they have done better?
Nothing he was really good
Review from verified client
February, 2018
Overall
Value
Advice
Service
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Pension advice.
How has Nick Matthews helped you?
He organised a low risk plan for my pension pot.
Have you seen the outcome you were hoping for?
Up to now its going ok.
What could they have done better?
I found Nick very open and easy to communicate with
First impression from a user who is not yet a client
May, 2017
Overall
Please provide a brief comment about your experience with Nick
Nice guy who knew what he was talking about. He spent time going through my pension and financial information, and gave me some good advice moving forward....
First impression from a user who is not yet a client
April, 2017
Overall
Please provide a brief comment about your experience with Nick
I have proceeded to use nick for a pension sharing order service
Review from verified client
January, 2017
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
In the process of cashing in a pension, pension company requested proof I had taken advice from a financial adviser.
How has Nick Matthews helped you?
Checked my pension plan details and looked over the form, and was at a loss as to why the pension company had told me to seek advise from a financial advise. So he kindly phoned the company and was informed there was no need for him to complete that section of the form. If I need advice in the future I would certainly contact Nick.
Have you seen the outcome you were hoping for?
Not yet only just returned forms.
What could they have done better?
Nothing everything was explained very well
Review from verified client
November, 2016
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Initially looking for advice in relation to Care Home fees for my Mum and options regarding her property. Then also tax advice in relation to a rented property.
How has Nick Matthews helped you?
Quickly arranged a meeting to discuss. Provided straightforward advice in relation to care home fees, provided advice in respect of rented properties (including having some printed material ready when we met for me to take away), both of which gave me a better understanding of my situation.
Have you seen the outcome you were hoping for?
Too early to say - still waiting to hear from the tax man!.
What could they have done better?
nothing - happy with the service provided.
Review from verified client
November, 2016
Overall
Advice
Service
Value
Based in Cumbria
What were the circumstances that caused you to initially look for an adviser?
Consolidation of a load of small non profitable pension pots.
How has Nick Matthews helped you?
Consolidated them into a consice and profitable wrap account.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
No. The advice given was very accurate.
First impression from a user who is not yet a client
November, 2016
Overall
Please provide a brief comment about your experience with Nick
I initially emailed Nick but have spoken to him and he has come across both polite and professional. I will be meeting with him to discuss further next week
Review from verified client
November, 2016
Overall
Advice
Service
Value
Based in Cleveland
What were the circumstances that caused you to initially look for an adviser?
I needed to have a pension in place.
How has Nick Matthews helped you?
His advise was very helpful no flannel everything he said he would do was done.
Have you seen the outcome you were hoping for?
Yes there was a 20 % rise in my pension investment.
What could they have done better?
Nothing
Review from verified client
November, 2016
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Pension plans were a bit complicated. Needed advice on the way forward.
How has Nick Matthews helped you?
Give a broad outline on the options available to me.
Have you seen the outcome you were hoping for?
Very much so.
Review from verified client
November, 2016
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on I best investments,.
How has Nick Matthews helped you?
Invested money on our behalf, informing and advising us of his actions.
Have you seen the outcome you were hoping for?
Yes, very satisfied.
Review from verified client
November, 2016
Overall
Advice
Service
Value
Based in North Humberside
What were the circumstances that caused you to initially look for an adviser?
Preparation for our retirement and pension plan.
How has Nick Matthews helped you?
His general advice and giudance means we are set up to retire with a good income.
Have you seen the outcome you were hoping for?
Yes as per the point above.
What could they have done better?
I really cannot think of anything as we are very happy with Nicks approach and results
First impression from a user who is not yet a client
September, 2016
Overall
Please provide a brief comment about your experience with Nick
I am at ease in Nicks company and have complete confident in him
First impression from a user who is not yet a client
August, 2016
Overall
Please provide a brief comment about your experience with Nick
What a nice fella took time to go through 29 years worth of pension paraffinalia good advice will seek him out again in future
First impression from a user who is not yet a client
June, 2016
Overall
Please provide a brief comment about your experience with Nick
Excellent knowledge and expertise on Pension Planning.
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in Cleveland
What were the circumstances that caused you to initially look for an adviser?
A review of my current pensions as I approached retirement was important to ensure I took the best options for me.
How has Nick Matthews helped you?
Impartial professional advise was given with clear direction on the different scenarios available.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything which could have been done better perhaps because I do have an understanding of finance as I am an accountant.
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in Cleveland
What were the circumstances that caused you to initially look for an adviser?
Renewing my mortgage and looking for advice on a personnel pension.
How has Nick Matthews helped you?
Nick has help me renew 2/3 mortgages, given advice on a occupational pension as well as a private pension and managing my investments and savings.
Have you seen the outcome you were hoping for?
Absolutely, the advice Nick as given both my wife and I has seen out investments and pensions increase year on year. Nick as also advised me not to move an occupational pension I have due to the pension type, to me this shows he is there for the client and not for himself, which is very commendable.
What could they have done better?
I can't think of anything Nick could do better for me. He is there when I call and need advise and is not pushy in trying to influence your decisions, personally I don't like it when people are always on the phone to me, as long as they are there when I need them, and that's exactly what I get from Nick. I would and have recommended Nick to friends and family without hesitating.
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
The banks are untrustworthy in helpful spend a lot of time trying to sell you things you don't need so I went to nick who was recommended.
How has Nick Matthews helped you?
He was professional and explained all aspects of the pension.
Have you seen the outcome you were hoping for?
It is a long term investment.
What could they have done better?
He was top draw and covered everything we needed to know
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in Cumbria
What were the circumstances that caused you to initially look for an adviser?
I was self employed and Nick took over my investment and pension portfolio from another advisor.
How has Nick Matthews helped you?
Nick sorted out what was a fiscal mess consolidating all the odds and ends that existed into one cohesive and concise portfolio that is performing very well. Nick has understood my goals and objectives allowing me to retire sooner than I expected.
Have you seen the outcome you were hoping for?
Yes very much so.
What could they have done better?
Nothing. Nick has provided an exemplary service.
First impression from a user who is not yet a client
December, 2015
Overall
Please provide a brief comment about your experience with Nick
I spoke to nick on the phone but the advice I required was not in his remit. We decided an interview would not be helpful. No further contact.
First impression from a user who is not yet a client
June, 2015
Overall
Please provide a brief comment about your experience with Nick
Nick was very helpful in our phone conversation, my wife and I will be meeting with Nick in the near future when we return from overseas
First impression from a user who is not yet a client
January, 2015
Overall
Please provide a brief comment about your experience with Nick
Very easy to talk to and clearly answered my questions with no hard sell. The correct level of advice to suit my needs at this moment in time.
First impression from a user who is not yet a client
January, 2015
Overall
Please provide a brief comment about your experience with Nick
I sent an email enquiry to Nick, he contacted me immediately, he was very polite and helpful on the phone too - I did not take any further advice from him, because my situation is fairly straightforward.
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Nick
where I was blind I now can see. Nick was really helpful
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in West Yorkshire
How has Nick Matthews helped you?
Nick has been my adviser for nearly a decade and throughout this time Nick has never been pushy with trying to sell or impose financial products, but is always available should I need any advice, run suggestions and ideas by him. He is easily accessible and always willing to take a phone call or efficient in calling me back when not immediately available. To date, I have not been let down by him with regards to my portfolio, and will trust in his services for the future.
What could they have done better?
Continue doing what he does.
First impression from a user who is not yet a client
October, 2014
Overall
Please provide a brief comment about your experience with Nick
Nick was polite,friendly,non pushy . Knowledge second to none. Explained things so we were able to understand.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick has given me and my husband very sound advice, he is very knowledgeable and has gone the extra mile and he is there for you any time you require any help.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Very approachable, listens to all my questions and is able to answer and demonstrate the reasoning behind the answer, not just a yes or no, or confuse the issue with jargon. He is always looking for ways to improve my investment, and i am always confident that the ground work has been done before he presents any new idea's or services. I find it to be a very professional service all round and would recommend to others.
What could they have done better?
I am not sure what could be done better, If I felt I was being undersold I would have taken my business elsewhere.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Using simple diagrams and simple arithmetic, Nick is able to explain fairly complex areas of financial planning in such away that the best solution becomes obvious to his clients. In our case we did not compare Nicks charges with other consultants, so value for money is derated to two stars on a technicality due to the wording of the rating system.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in West Yorkshire
How has Nick Matthews helped you?
Nick is committed to assessing my situation to risk,and as given me excellent advice through out very volatile periods.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Describes/explains options available in an easy to understand manner
What could they have done better?
N/A
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick had a good understanding of my requirements during the recent purchase of a property, was extremely helpful and was always on hand to give advice during the purchase process.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in North Yorkshire
How has Nick Matthews helped you?
Keeps me well informed with regular updates & relevant information pertaining to my circumstances & explains in laymen terms how my investments are performing & what alternatives are available.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Excellent advice given & 1st class service received
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick was able to take time to assess my situation and understand what my objectives were. he was able to point out the positives and the negatives and we discussed possible changes. I think that Nick gave the correct weighting to change decisions and I feel that he was thorough.
What could they have done better?
I think that just keeping up the standard will be good for me.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick is very open and honest with his advice. He tailors his advice to your specific requirements without being pushy or in your face. He has suggested some excellent policies and has been prompt in his responses to questions posed. He is incredibly patient when you are unsure, explaining in easy terms so that understanding is made more simple.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Provides clear and understandable advice in a professional manner.
What could they have done better?
Nothing
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in North Yorkshire
How has Nick Matthews helped you?
Friendly constructive advice which suits personal requirements
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
We saw Nick after my children were born as we wanted to make sure if anything happened to either of us, our children would have money for their future. Nick spent alot of time making sure he understood what we wanted and explained everything to us so we understood what we were getting and what would happen with the policy he was suggesting. We got a policy we can afford easily each month and know that our children are protected. We were so pleased when our 3rd child was born we went back for more! He's so easy to talk too and really knew his stuff - cheers Nick
What could they have done better?
For us it was all great
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
All queries raised by myself are dealt with efficiently and gives me great confidence in my adviser. Issues raised are always treated with great care and attention. My adviser is always contactable and will always return calls. He is always willing to guide and gives advice and gives me Great confidence in all aspects of his duties. He is always punctual and curtious and I would have no hesitation on recommending him to future clients
What could they have done better?
I would say to carry on as he is. Nick is very approachable and gives me a great degree of confidence
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in North Yorkshire
How has Nick Matthews helped you?
Is pro active with suggestions regarding pensions and investments, understands our attitude towards risk and advises accordingly. Keeps in touch with updates etc. All things considered, does what I expect from a financial advisor.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick was introduced by a friend and has been very helpful over the past few years and is always available and willing to help and keep me informed.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick always give me an honest view, investments can go up as well as down. I have found Nick's forecasting very reliable and trust him. Nick is very thorough and is like a dog with a bone at times. He gives me advice that have proved itself over and over again. I would recommend Nick to my daughters when they require a mortgage or any pension advice in the future.
What could they have done better?
Can't think of anything, Nick always arranges to meet me outside of office hours to suit myself and my family.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Derbyshire
How has Nick Matthews helped you?
Always professional, Nick gives sound, unbiased advice and help
What could they have done better?
Difficult to say. I have always been completely satisfied.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick took the time to understand a complex and untidy financial situation I had when I took over the affairs of my father under a power of attorney and explained the policies my father had which I had little understanding of, he talked me through the options and having the benefit of his knowledge I was able to provide my father with a far superior financial situation than he previously had. Nick is very down to earth and friendly and doesn't use complex terms and will provide written details of what has changed and how everything is performing on a regular basis.
What could they have done better?
I cannot think of anything that could be improved
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick is a friendly approachable adviser who regularly reviews our portfolio. He listened to our requests and rearranged our finances accordingly.
What could they have done better?
I find his explanation of financial statements difficult to follow. This is probably due more to my ignorance than his use of financial terms. I would appreciate the use of layman's language.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Durham
How has Nick Matthews helped you?
Advises clearly a financial strategy for the future
What could they have done better?
Nothing
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in North Humberside
How has Nick Matthews helped you?
Having spoken to many advisors who seem to give you the 'hard sell' , it was refreshing to meet Nick with his down to earth approach, he always gives me plenty of time to think about decisions and is genuinely helpful, he listens and suggests, he stays in touch and gets to know you ,which is evident when he gives advice. He is always at the end of the phone and nothing seems too much trouble (even when I ask ,what I think are stupid questions lol) . Bottom line ..... I trust this guy.
What could they have done better?
For me, nothing, he gives an all round good service
Review from verified client
March, 2013
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Nick has been @ the heart of my financial affairs since I met him through my position as a company director, he was brought in to advise on pesion arrangements for all staff & I cosidered he made a very good job of it & put all my affairs in his hands. Difficult to say what in particular he excels in as he has a good grasp of all financial matters relating to my requirements. I have reccomended M G Shaw to a number of people & as far as I am aware all are delighted with the sevice.
What could they have done better?
Not being a financial expert I cannot think of anything that could be done better.
Review from verified client
March, 2013
Overall
Advice
Service
Value
Based in Durham
How has Nick Matthews helped you?
Understood my situation & needs - 1st class service
Review from verified client
March, 2013
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Review from verified client
March, 2013
Overall
Advice
Service
Value
Based in North Humberside
How has Nick Matthews helped you?
I sought advice concerning the setting up of a trust fund, and received very clear advice and help and am very pleased with the preformance of the fund.
Review from verified client
March, 2013
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Very knowledgable on a wide range of financial matters. Extremely professional. Willing to give truly independent advice, even if it means there's little or nothing in it for him.
What could they have done better?
I really cannot find anything to find fault with. I have shares in a Spanish company and own property in Spain. He is knowledgeable in this area but obviously not an expert. I do have advisers in Spain and their advice coupled with Nick's has been really helpful. He has benefited from my experiences and that of others with Spanish assets. Others would be well advised to have a word with him before venturing into the Spanish property or business market.
Review from verified client
March, 2013
Overall
Advice
Service
Value
Based in Cleveland
How has Nick Matthews helped you?
Friendly and understanable advice, he knows his stuff and can spot any areas of problem and advise on a course of action but is not pushy in any way.