Matthew Slessor

Matthew Slessor

2plan wealth management Limited

Matthew's reviews

Reviewed for

Insurance and Protection ( 7 )

Pensions ( 63 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 49 )

Auto Enrolment ( 1 )

Investments and Savings ( 78 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 23 )

Long Term Care ( 10 )

Pension Transfers - Specialist ( 15 )

Financial Planning ( 16 )

Financial Mentoring ( 7 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 16 )

£100k - £200k ( 20 )

Up to £50k ( 5 )

£50k - 100k ( 5 )

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 Cumbria

a year ago

Overall

Advice

Service

Value

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

I had a sum of money to invest and wanted it to work for me and with a bit of risk it’s done well in the Firt 12 months of investment .

How has Matthew Slessor helped you?

Matthew looked at my situation and advised me on investing the capital I had , he also looked at my pension to see if it was doing ok.

Have you seen the outcome you were hoping for?

Yes my investment has done pretty well in the first 12 months.

What could they have done better?

I can’t really fault Matthew , he is a very pleasant and professional guy to deal with and I’m very pleased with everything he has sorted for me so far .

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

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

Wanted to get professional advice over the future of my pension

How has Matthew Slessor helped you?

Made recommendations that have proved successful. But also did not recommend anything that wasn’t needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cumbria

2 years ago

Overall

Advice

Service

Value

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

Starting to prepare for retirement.

How has Matthew Slessor helped you?

Exceptionally knowledgable, very reassuring and he works towards what we both feel is the best outcome.

Have you seen the outcome you were hoping for?

I feel I have had the best possibly advice from Matt and going forward I think he’s put the best plan in action.

Review

by a verified client in Cumbria

2 years ago

Overall

Advice

Service

Value

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

Through a friend

How has Matthew Slessor helped you?

Hopefully put me on the right road

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing at the moment

Review

by a verified client in Cumbria

2 years ago

Overall

Advice

Service

Value

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

Money received from relatives

How has Matthew Slessor helped you?

Yes very much

Have you seen the outcome you were hoping for?

It’s too early to say

What could they have done better?

Nothing really