Matthew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 20 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Lincolnshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We first met Matthew through our Company Pension Scheme when Matthew took over our account
How has Matthew Naylor helped you?
He has always explained things clearly without any overoptimistic promises.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Matthew:
Thank you Jill, for taking the time to share your experience. It’s been a pleasure working with you over the last few years and I’m pleased to hear that you’ve found our discussions clear and helpful. I truly value your feedback, particularly your comments about the clarity of our conversations and the importance of avoiding over optimistic promises. It’s always my aim to provide realistic, transparent guidance so you can make informed decisions with confidence. I look forward to continuing to support you in achieving your financial goals over time. Warm regards, Matthew NaylorReview
by a verified client in Leicestershire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Always had an advisor and when he set up his own business I chose to continue using Matthew’s financial advise.
How has Matthew Naylor helped you?
Peace of mind as no question is too much trouble to answer and you receive personal service.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Matthew:
Dear Patricia, Thank you for taking the time to leave such a thoughtful review. I'm truly pleased to hear that you feel well supported and that our ongoing work together has given you peace of mind. It means a great deal that you chose to continue working with me after I set up White Stone. Providing a personal and approachable service has always been central to how I support clients, so I’m really glad this has come through in your experience. Your trust and continued confidence are genuinely appreciated, and I remain committed to being on hand for any questions or decisions you face. It’s always a pleasure to work with you, and I look forward to continuing to support your financial journey. Warm regards, Matthew NaylorReview
by a verified client in South Yorkshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had to deal with the pension when my husband passed away.
How has Matthew Naylor helped you?
I am so pleased how Matthew deals with my account that I introduced a friend. I am 80 and my friend 79. Matthew explains things in a way that our generation can understand
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Matthew:
Dear Anne, Thank you for taking the time to leave this thoughtful review. I’m pleased to hear that our conversations have felt clear and accessible. Financial planning should always feel straightforward, regardless of age or experience, so it means a great deal to know that my explanations have made a difference for you. It’s also incredibly rewarding to know that you've felt confident enough in our work together to recommend me to a friend—there’s no greater compliment. Supporting clients in later life, particularly with matters like pensions and estate planning, is something I take great pride in. Thank you again for your continued trust. Please don’t hesitate to get in touch if there’s ever anything further I can help with. Warm regards, Matthew NaylorReview
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited a sum of money which combined with my own savings needed investing.
How has Matthew Naylor helped you?
Matthew has guided me through the investment process. He has provided clear and concise advice in an understandable format. He has conducted various risk assessments with me to ensure that the investments meet my requirements.
Have you seen the outcome you were hoping for?
I have been very satisfied with the growth of my investments.
What could they have done better?
I am completely satisfied with advice and guidance that I have received. I have already recommended Matthew to several other people.
Matthew:
Dear Ian, Thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that you’ve been completely satisfied with the advice and guidance you’ve received. It’s particularly encouraging to know that you’ve felt confident enough to recommend my services to others—word of mouth is incredibly meaningful in this line of work. It’s been a privilege to support you through the investment process, especially during a time of transition following your inheritance. I’m glad the approach we’ve taken—combining tailored risk assessments with clear and accessible advice—has helped you feel informed and reassured along the way. I’m also delighted to hear that you’ve been satisfied with the growth of your investments. Helping clients achieve their financial goals through thoughtful planning is at the heart of what I do, and it’s great to know that the strategy is working well for you. Thank you again for your kind words and continued trust. Warm regards, Matthew NaylorReview
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a more personal approach to my retirement planning.
How has Matthew Naylor helped you?
Matthew has given me the information needed to make informed decisions about my retirement plans, I now understand more than before how important this is.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Matthew goes the extra mile, I can’t think of anything he could improve on.
Matthew:
Thank you, Andrew, for your kind words and for taking the time to share your experience. I’m really pleased to hear that you’ve found our conversations helpful and that you now feel more informed and confident about your retirement plans. It’s great to know that you were looking for a more personal approach, as that’s something I always strive to deliver—ensuring advice is tailored not just to the numbers, but to your specific goals and circumstances. Your comment about not being able to think of anything I could improve on genuinely means a lot. I’m committed to providing clarity and peace of mind throughout the retirement planning process, and it’s rewarding to know the guidance has made a meaningful difference. Thank you again for your trust and feedback. It’s a pleasure working with you.