Matthew's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 114 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 94 )
Investments and Savings ( 126 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 42 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 100 )
Financial Mentoring ( 11 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 33 )
£100k - £200k ( 16 )
Up to £50k ( 7 )
£50k - 100k ( 8 )
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 Oxfordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
ongoing service
How has Matthew Rich helped you?
Professioanl and amiable
Have you seen the outcome you were hoping for?
good returns
What could they have done better?
nothing comes to mind
Review
by a verified client in Somerset
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had bought shares in the past, but was not convinced that I was investing wisely.
How has Matthew Rich helped you?
He has recommended products and transfers of funds to increase my returns.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I have always had a moderate attitude towards risk, so I do not believe that anything could have been done better.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Everyone needs an advisor.
How has Matthew Rich helped you?
Decisions on financial and pension planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having a number of rental properties plus some inheritance planning for tge future was needed.
How has Matthew Rich helped you?
Cash flow, risk assessment, access to investment platforms
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No to note
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An overload of paperwork from lots of providers who had a habit of changing their names...it all got too difficult
How has Matthew Rich helped you?
Certainly
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I don't know