Matthew's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 123 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 104 )
Investments and Savings ( 135 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 45 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 111 )
Financial Mentoring ( 12 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 33 )
£200k - £500k ( 38 )
£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 Somerset
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used one for many years helping me plan to grow my pension and savings.
How has Matthew Rich helped you?
Bouncing ideas and understanding the pros and cons.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Quite happy with the service.
Review
by a verified client in Somerset
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of work and intent to retire.
How has Matthew Rich helped you?
Provided sound advice in a professional and personable way
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing investments for inheritance and retirement
How has Matthew Rich helped you?
Clear advice and explanation of options wrt grandchildren and drawdown.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Review
by a verified client in Worcestershire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre retirement planning
How has Matthew Rich helped you?
By making sure we have sound advice that suits our needs and that we invest according to our desired level of risk
Have you seen the outcome you were hoping for?
Yes, steady progress
What could they have done better?
N/A
Review
by a verified client in Devon
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions from different employers
How has Matthew Rich helped you?
Understanding how and when I can afford to retire
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No