Reviewed for

Insurance and Protection ( 7 )

Pensions ( 16 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 2 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Client reviews

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Bristol

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

How has Hugh Matthews helped you since your last review?

Hugh has constantly updated me on my transfer and we stay in touch and chat about the current economic situation regularly

Repeat review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Bristol

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

How has Hugh Matthews helped you since your last review?

Yes

Hugh's reply

Thanks for the kind review JP. I hope all is well with you.

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Hugh

Brief help but thankful for replying.

Hugh's reply

Hi D. Sorry I wasn't able to assist you further on this occasion. Thanks for reaching out and for providing feedback. Best regards, Hugh

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

Planning for retirement

How has Hugh Matthews helped you?

provided quote based on initial risk profile but also other options which had better rated but didn't ignore risk profile

Have you seen the outcome you were hoping for?

just finishing recommended actions so no results as yet

Hugh's reply

Hi E., Many thanks for your kind honest review! Best wishes, Hugh

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

I have been considering the services of a financial advisor for a number of years and have engaged with a few, but never felt comfortable enough to transfer all of my investments. I decided to move forward with Hugh because I am approaching retirement in the next 5-10 years and felt that I needed more specialist advice. I felt comfortable with Hugh. He is approachable and wasn't at all pushy. When I needed time to consider my options he gave me that time. He has been responsive to any queries I have.

How has Hugh Matthews helped you?

Hugh has supported the transfer of my pensions to consolidate them and manage them more proactively. We have also invested stocks and shares ISAs with him.

Have you seen the outcome you were hoping for?

It's too early to say, but I am more confident that my investments are being managed and therefore we are in a better position to plan for retirement.

What could they have done better?

Nothing to date

Hugh's reply

Hi G., Thanks for the honest review - I will see if I can up my game a bit for you! Best wishes, Hugh

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bristol

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

Decided to set up a SIPP

How has Hugh Matthews helped you?

Hugh was instrumental in helping to understand and organise the transfer

Have you seen the outcome you were hoping for?

Just waiting for the pension to be transferred into the SIPP

What could they have done better?

Nothing that I am aware of

Hugh's reply

Hi R., Many thanks for taking the time to do this thoughtful honest review! Best wishes, Hugh

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Bristol

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

I had several pensions that I wanted to consolidate

How has Hugh Matthews helped you?

Personal honest advice

Have you seen the outcome you were hoping for?

It’s a long term investment I’m pleased with my current outcome

Hugh's reply

Hi J, Many thanks for the kind, honest review! Best wishes, Hugh

Repeat review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Bristol

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

How has Hugh Matthews helped you since your last review?

Increased my company pension payments.

Hugh's reply

Many thanks J!

Repeat review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Bristol

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

How has Hugh Matthews helped you since your last review?

I have had A problem with my pension in which Hugh is working hard at rectifying any issues with

Hugh's reply

Many thanks N!

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Somerset

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

helping my dad understand his pensions clearer

How has Hugh Matthews helped you?

he came and gave us advise on dads pensions and looked into better ways to invest

Have you seen the outcome you were hoping for?

Hugh gave us good detailed advise and was so helpful in so many areas

Hugh's reply

Hi, I hope all is well. Thanks for the nice review! Best wishes, Hugh

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Bristol

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

I was aware that as I reached 50 I needed to be more financially aware about my future, particularly my pension.

How has Hugh Matthews helped you?

My understanding of my pensions was very poor, and Hugh encouraged me to track down previous pensions and has helped these be consolidated into a more competitive fund.

Have you seen the outcome you were hoping for?

Yes, I now feel more confident about my retirement planning.

What could they have done better?

Hugh has provided a friendly service, in an area which I have little knowledge and has explained it in simple terms. Thanks.

Hugh's reply

Hi Martin, many thanks for taking the time to give me a review!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Bristol

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

I realised I didn't have the time or inclination to my financial affairs the attention they deserved, and that it was becoming a burden. I was looking for someone local and down to Earth to advise.

How has Hugh Matthews helped you?

Hugh has advised us on a new pension, a pension transfer and consolidation, ISA investment, Life and Critical illness cover and has provided general guidance on our financial affairs, as well as helping us to gain perspective on our money.

Have you seen the outcome you were hoping for?

Yes. I feel my financial affairs are in safe hands, and my money is now working for me.

What could they have done better?

Nothing!

Hugh's reply

Thanks so much for taking the time to leave a review and feed back to me Nick!

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Somerset

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

I wanted a complete review of my pension provisions and life cover

How has Hugh Matthews helped you?

Hugh was extremely diligent in reviewing my various pensions and life cover, and made good recommendations for changes.

Have you seen the outcome you were hoping for?

Yes, I now have a very flexible pension provision that suits my rquirements - and life cover to match

Hugh's reply

Hi Jon, Thanks so much for taking the time to give me a review. I am very glad you are pleased with the service! Very best, Hugh

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Bristol

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

Finance health check

How has Hugh Matthews helped you?

Moving my pension and other investment

Have you seen the outcome you were hoping for?

Not yet as the changes and investment is in progress

What could they have done better?

Not much at this moment

Hugh's reply

Hi David, Many thanks for taking the time to give feedback on things so far. I appreciate it is early days for you both. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

Disappointed with current pension providers.

How has Hugh Matthews helped you?

Hugh provides a friendly and approachable service tailored to the needs of each individual. His pension and investment recommendations are much better than my previous providers. Only wish I had contacted him years ago! Highly recommended.

Have you seen the outcome you were hoping for?

Definitely.

Hugh's reply

Thanks for the great review Jon - very much appreciated! Speak soon! Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

Wanting to invest in an ISA

How has Hugh Matthews helped you?

By providing clear guidance to help us make an informed decision about the best options for our circumstances and objectives

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Hugh's reply

Thanks for the great review Ngaio - very much appreciated! Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

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

Needed some friendly advice about my pension potAnd what was best for me

How has Hugh Matthews helped you?

Hugh helped me with pension, Life insurance and a will

Have you seen the outcome you were hoping for?

Not just yet as still ongoing

What could they have done better?

Nothing unless Hugh has a crystal ball

Hugh's reply

Thanks for the great review Nick - very much appreciated! Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

I had a number of different small pensions which I wanted to consolidate in one new pension

How has Hugh Matthews helped you?

Hugh was very thorough, in order to get a good understanding of my situation, and came up with a great solution for my pension needs. Recommended.

Have you seen the outcome you were hoping for?

It’s a bit early to judge our ones but the transfer was smooth and the pension functioning as it should

What could they have done better?

I would like to have known that I can’t easily pay in lump sums when I want

Hugh's reply

Thanks for the great review Susie - very much appreciated! Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

To plan for retirement

How has Hugh Matthews helped you?

Keeps an eye on how my Pension is performing

Have you seen the outcome you were hoping for?

Yes

Hugh's reply

Thanks for the great review Deb - very much appreciated! Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Divorce and restructuring of finances

How has Hugh Matthews helped you?

Outlined my options clearly and without too much pressure

Have you seen the outcome you were hoping for?

Reasonably so, still in earlier stages

What could they have done better?

A check with with perhaps a link or message re how to stay updated with financial picture

Hugh's reply

Thanks for the great review Lisa - very much appreciated! We will go over this and a lot more at your review Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

I wanted to get a better pension fund.

How has Hugh Matthews helped you?

Hugh was very professional and listened to all of my requirements before recommending what pension was best suited to my current financial situation. He explained everything well so that I understood what he was recommending. I was very impressed and have decided to have yearly reviews with Hugh. I would recommend Hugh to all of my contacts who are looking for pension advice.

Have you seen the outcome you were hoping for?

Yes

Hugh's reply

Thanks for the great review Steve - very much appreciated! Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Looking for investment advice for retirement planning and the security of my then unborn child.

How has Hugh Matthews helped you?

Hugh was very helpful and clear in his recommendations, both finding me increased mortgage protection and a great investment fund. He has been on hand to answer any questions all the way through the process and been great at explaining everything to me as we go.

Have you seen the outcome you were hoping for?

Yes, the outcome has been fantastic.

What could they have done better?

Nothing that I can think of.

Hugh's reply

Thanks for the great review Kirk - very much appreciated! Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

I was a single person and needed a decent pension rather than relying on my state pension

How has Hugh Matthews helped you?

He told me that my existing pension plan wasn't growing sufficiently and he recommended a better one and it has proved to be the case

Have you seen the outcome you were hoping for?

Yes my pension has definitely grown and I am very grateful to him

What could they have done better?

Nothing that I can think of. He answers all ny questions very patiently

Hugh's reply

Thanks for the great review Shelagh - very much appreciated! Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Bristol

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

We had to move our SIPP to an alternative provider and our exisiting Financial Advisor based in Scotland had left the Practice we had dealt with.

How has Hugh Matthews helped you?

Hugh came up with a range of alternative SIPP providers around England.

Have you seen the outcome you were hoping for?

Hugh aided us as a Couple to explore the alternative providers and then whittle down to the correct provider for us long term to meet our Investment aims and objectivers based on our personal and career goals in pension planning.

What could they have done better?

The service could not have been made better, as the due dilligence involved was excellent, I say this as a Daughter of a Father (but passed away) who had a career in investment advice, so I know first hand what good looks like.

Hugh's reply

Thanks for the great review Sara - very much appreciated! Speak soon. Best, Hugh

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

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

I wanted someone I could trust to manage my pension.

How has Hugh Matthews helped you?

Hugh not only gave me sound advice but he proactively managed my fund, rather than wait until the full year review.

Have you seen the outcome you were hoping for?

The fund growth was very good, considering what a strange year it has been.

What could they have done better?

I can’t think of anything he could have done better.

Hugh's reply

Thanks for the great review Chris - very much appreciated! Speak soon. Best, Hugh