Matthew Jenkinson

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

Matthew was recommended to me by my accountant on starting my business 7 years ago.

How has Matthew Jenkinson helped you?

Matthew has provided help and advice on my Directors pension and life insurance. The advice has always been clear and delivered in an easy to understand way.

Have you seen the outcome you were hoping for?

My investments forecasts are looking positive for retirement.

What could they have done better?

Nothing really, Matthew has provided a great service.

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

External recommendation

How has Matthew Jenkinson helped you?

Matthew has successfully guided me through the complex business of saving for retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Started the process earlier

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

I have known Matthew & his Father personally for a number of years, as they both offered excellent financial advice to our company.

How has Matthew Jenkinson helped you?

Since my retirement 4 years ago Matthew has continued to offer me very sound financial advice, regarding pensions, investments, ISA’s, taxes and longer term planning.

Have you seen the outcome you were hoping for?

As we all know, nothing is guaranteed where investments are concerned, but I am delighted with the advice given and how my finances are growing.

What could they have done better?

Nothing.

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

I recently sold some shares in a company meaning I had some money to invest.

How has Matthew Jenkinson helped you?

Mathew has shown me what can be achieved with my money with good financial advice and how to make the most of tax relief on pension contributions. Yes

Have you seen the outcome you were hoping for?

Yes in part , I’m already benefitting from tax relief on my pension, my other investments are in the early stages though.

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

I was looking to reorganise my finances and pensions.

How has Matthew Jenkinson helped you?

I was looking for quality advice and Matt was the perfect person who understood what I needed for the next stages in my life.

Have you seen the outcome you were hoping for?

So far so good!