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 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Cumbria

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 from verified client

April, 2024

Overall

Advice

Service

Value

Based in Cumbria

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 from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cumbria

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 from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cumbria

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 from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cumbria

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

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

looking for a more 'client' focused approach that was more 'holistic' in nature covering all aspects of investment and financial planning

How has Matthew Slessor helped you?

helped me with the initial process of migrating from FT employment to PT consultancy including pension pot consolidation and SIPP top up

Have you seen the outcome you were hoping for?

its only been a few months but definitely feel I am safe hands

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cumbria

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

Matthew offers a good service that is personalised. He manages our portfolio well. It's goal is to provide income that caters for immediate and future healthcare needs as well as inheritance planning.

How has Matthew Slessor helped you?

Matthew explains things well, gives options that help inform choice. He has maximised returns on our investments well and is readily approachable.

Have you seen the outcome you were hoping for?

He certainly has.

What could they have done better?

Nothing - Excellent

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Cumbria

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

I had several pensions from previous employments and wasn't convinced that they were still performing as well as they should nor would they be suitable when I approached retirement age.

How has Matthew Slessor helped you?

At our initial meeting Matt did ask me "so why is it that you need a financial advisor?" as I am fairly well informed about my own finances and the options available to me. However, what Matt added was reliable and informative support to ensure that my decisions were sound and to offer alternatives for areas that I hadn't even considered.

Have you seen the outcome you were hoping for?

Yes, Matt reviewed the market and my own circumstances then advised on alternative options for me to meet my needs.

What could they have done better?

Nothing.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Cumbria

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

We were looking to restructure our savings and investments with a view to retire early.

How has Matthew Slessor helped you?

He has looked around for the best deals and set up more tax efficient savings for us.

Have you seen the outcome you were hoping for?

Early days but everything looks promising

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Update of life and critical illness cover

How has Matthew Slessor helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Matthew

I was a little apprehensive before this meeting, however Matthew made me feel as ease from the start. He took time to understand my life and where I want to be in the future. Matthew helped me understand my different options and gave me the support and unbiased reasoning behind each option. I would highly recommend him to anyone!

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Matthew

Matthew was extremely helpful and knowledgeable. Very easy to talk to.

Matthew's reply

Thank you for your kind comments, and I look forward to being of service in the future. Wishing you well, Matt

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Dumfriesshire

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

To bring some structure to my financial affairs. Longer term I don't want to leave problems for the family to sort out.

How has Matthew Slessor helped you?

Initially pension advice but a review of finances was carried out.

Have you seen the outcome you were hoping for?

The pension is with a good company and even with the market movements is still making progress.

What could they have done better?

Dealings with Matthew have gone smoothly and efficiently.

Matthew's reply

Thank you for sharing and taking the time to leave a review. It will really help clients who are looking for pensions advice with a good adviser. Not all pension plans over the last 12 months are in 'profit' and its pleasing to see the benefits of using a plan to provide smoothed returns. Here's to a successful 2023! Best regards, Matt

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I wished to transfer my assets out of a defined benefits works pension scheme

How has Matthew Slessor helped you?

Matt has acted on my behalf and has guided me through the process in a very professional, helpful and friendly manner. He has always made things clear and easy to understand.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Receiving some inheritance.

How has Matthew Slessor helped you?

Matthew advised on the best investments which would generate an income, taking into consideration my attitude to risk. Matthew also offered advise and helped claim my private pension early due to ill health. Matthew is extremely knowledgeable and explains things clearly, nothing is too much trouble and is always prompt to reply to any emails.

Have you seen the outcome you were hoping for?

Not at present.

What could they have done better?

Nothing.

Review from verified client

October, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Inheritance money

How has Matthew Slessor helped you?

Guided us on where the invest our money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I decided 6 years ago to consolidate my pensions and plan for early retirement which with the help of Matthew I was able to and am enjoying the benefits of the advice

How has Matthew Slessor helped you?

By helping me achieve my goals for retirement

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, the only issue was the ongoing advice charges which weren't anything to do with Matthew as his form set them I feel these could be lowered

Review from verified client

October, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Needed help and advice with investments, savings, retirement income and inheritance planning.

How has Matthew Slessor helped you?

Matthew has helped with excellent advice and planning for the future.

Have you seen the outcome you were hoping for?

Obviously it is very dependant on the markets but the advice has been good.

First impression from a user who is not yet a client

September, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Matthew

Matthew was very easy to chat to and gave me all the information I needed and answered any questions I had in detail.I have no hesitation in highly recommending him and will be returning to him for any advice I need in the future.

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I used to work for Innovia films at Wigton , Until they paid me off 2 years ago . I met Mathew at the factory there through Wendy , there pensions lady & Mathew s helped me a lot through my investments & retirement plans . Lovely friendly man & would recommend him .

How has Matthew Slessor helped you?

Mathew showed me the good investments & how they work & perform ,

Have you seen the outcome you were hoping for?

Yes a lot of my funds & investments are doing well

What could they have done better?

Well things like this can always do better one hopes . But 5***** for Mathew he's been a good help to me & in the future hopefully . Yours Sincerely Barry Armstrong

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I wanted to review my finances and plan for the future.

How has Matthew Slessor helped you?

Matthew gave good advice based on my needs and risk level which was just what I wanted.

Have you seen the outcome you were hoping for?

Yes, absolutely. Schemes I've entered into have performed well.

What could they have done better?

Nothing, I'd thoroughly recommend Matthew to anyone seeking financial advice or guidance.

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I had some money to invest and didn’t want to use the banks.

How has Matthew Slessor helped you?

Has helped me look to retire early and also invest my money in different portfolios.

Have you seen the outcome you were hoping for?

Yes, looking at a long term plan.

What could they have done better?

Nothing really, more than happy with the advice and service I have received.

Repeat review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Manchester

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

How has Matthew Slessor helped you since your last review?

Matthew has continued to deliver personal and professional service.

Review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Pension advise due to retirement planning

How has Matthew Slessor helped you?

Provided the review and information I required to make my own decision on planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

My existing financial adviser could no longer offer independent financial advice.

How has Matthew Slessor helped you?

Matthew helped to match pension funds that were aligned to my level of risk along with offering good returns.

Have you seen the outcome you were hoping for?

So far so good in challenging times.

What could they have done better?

Nothing

Review from verified client

April, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

pension advice and saving policy

How has Matthew Slessor helped you?

Mathew set up my Pension draw down and invested my wife inheritance

Have you seen the outcome you were hoping for?

Yes better than expexted

What could they have done better?

nothing

Review from verified client

March, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Northumberland

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

Financial experience

How has Matthew Slessor helped you?

All round advice etc

Have you seen the outcome you were hoping for?

Partly

What could they have done better?

Pass

Repeat review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Continued assistance and respected advice

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

advise on how to best manage my money

How has Matthew Slessor helped you?

advice on investment and inheritance planning

Have you seen the outcome you were hoping for?

yes - increase of £53,000 on valuable investment advice

What could they have done better?

nothing

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

was looking too move my DB pension too a drawdown pension which would give me more flexibility in retirement.

How has Matthew Slessor helped you?

as i am not financially savey with markets/ drawdown /investments etc. Matt was very helpfull in explaining all the benefits & pitfalls of any financial decisions i made going into retirement.He has made it a lot more straightforward too understand which products/investments will be best too suit my needs now & in the future. Big thankyou too matt for all the expert help & expertise in these matters

Have you seen the outcome you were hoping for?

yes with matts expert help

What could they have done better?

Nothing in my view

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Continues to give me peace of mind for my future retirement

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Yes, he is always available for advice

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Same as above. Matthew gives us confidence to continue investing and increasing our investments.

Repeat review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Not had any need to request help as investments are working well.

Review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Being a widow with no idea of what to do, I needed to prepare for retirement and organise my finances to ensure the best possible future for myself financially.

How has Matthew Slessor helped you?

He gave advice which was tailored to me individual circumstances which has ensured that my limited funds work hard for me and this meant that I could retire a year early without any worries regarding money. I can rest assured that my finances are looked after by a safe pair of hands. Matthew explained everything in a clear way and suggested various options and I never felt pressured to go in any particular direction but his impartial guidance made my decisions quite easy.

Have you seen the outcome you were hoping for?

Yes, with the help and guidance of Matthew Slessor I was able to retire a year earlier than planned and to know that my finances are in the best place for me.

What could they have done better?

Absolutely nothing could have been done better!

Repeat review from verified client

December, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

He organised a meeting with Paul Clements and myself to discuss my investment portfolio and future investments

Review from verified client

November, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I was considering transferring my pension out of a company scheme and needed more information and guidance regarding this.

How has Matthew Slessor helped you?

Matthew took me through the whole process from start to finish, giving me the advice and guidance I needed and explaining every step of the process in a clear, professional and friendly manner. I was very impressed with the service he provided.

Have you seen the outcome you were hoping for?

Yes, I am very satisfied with the transfer and resulting investment.

What could they have done better?

Nothing at all.

Review from verified client

October, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

After my Dad passed away we were unsure of where to invest some money in and Matthew advised us very well.

How has Matthew Slessor helped you?

Matthew gave us advice on where to invest our inheritance in with regards to which shares to invest in.

Have you seen the outcome you were hoping for?

Yes our money has done very well in the sgares we chose.

What could they have done better?

Nothing

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

When we had money to invest several years ago we were taken on by Armstrong Watson to help us.

How has Matthew Slessor helped you?

When Matthew took over things became much easier to understand. He was able to talk to us at our level of understanding and did not put us under pressure if we didn't immediately pick something up. He has now advised us to move on to inheritance planning which we are taking forward now. He has always been on the end of a phone if we needed advice.

Have you seen the outcome you were hoping for?

All we could have possibly hoped for and more.

What could they have done better?

Nothing

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

The time had come to draw my pension.

How has Matthew Slessor helped you?

Matthew helped me to understand my pensions and the options I had going forward.

Have you seen the outcome you were hoping for?

Yes indeed. I felt comfortable with Matthews recommendations.

What could they have done better?

Nothing, every I as dotted and very t was crossed.

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Investment planning for retirement

How has Matthew Slessor helped you?

Matt explained the various options available in his very confident and professional approach

Have you seen the outcome you were hoping for?

We have been more than pleased with the results of the suggested investments. The support and advice we receive are on going and are helpful

What could they have done better?

Nothing

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumberland

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

My father wanted to set up a trust for inheritance purposes for myself and my family.

How has Matthew Slessor helped you?

He set up the trust and advised my father as to how to invest, taking into account, my father's attitude towards risk. He is very approachable and explains investment to the inexperienced, without being patronising.

Have you seen the outcome you were hoping for?

Absolutely, it has performed beyond expectations.

What could they have done better?

Nothing.

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

I needed to invest money from my late husbands savings and pension

How has Matthew Slessor helped you?

Matthew explained and suggested the best course of action to take. He was caring and sensitive and didn't put pressure on me and gave me time to process things.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Repeat review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

carried on making us money even when thing were hard

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Early retirement

How has Matthew Slessor helped you?

Helped us with investments and pension planning

Have you seen the outcome you were hoping for?

Still early days , not had a complete year yet , but so far looks good

What could they have done better?

Nothing

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Planning for retirement

How has Matthew Slessor helped you?

Explained a complex procedure in simple and comprehensible terms.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Less duplication of advice as between him and his suggested advisor

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Needed expert advice.

How has Matthew Slessor helped you?

He pointed out all my pension and investment options and explained them very clearly to me including the risks.

Have you seen the outcome you were hoping for?

Yes, very happy with my advice.

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Inherited some money Realised I could get a better return by switching to other investors

How has Matthew Slessor helped you?

Gave some great advice, moved investors for a better return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Wanted our pensions consolidated and best deal found. Advised for future.

How has Matthew Slessor helped you?

Moved all pensions and found us a fantastic deal. Sorted some cover to protect our investment.

Have you seen the outcome you were hoping for?

Yes we have been extremely happy and surprised with the outcome

What could they have done better?

We were happy with everything

Repeat review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Helped to update pensions & investments.

Repeat review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Still the same as last review

Repeat review from verified client

May, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Manchester

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

How has Matthew Slessor helped you since your last review?

Despite these Covid difficult times, Matthew has been on hand to deliver an excellent personal service, ensuring that any issues that have arisen have been dealt with promptly.

Repeat review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Carried on making sure our investments are in the right place. Always available to give advice

Review from verified client

March, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Cumbria

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

Looking for guidance on what to do with my pension.

How has Matthew Slessor helped you?

Gave me good advice on direction to take for long term future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

Required investment advice and help

How has Matthew Slessor helped you?

Continued help and advice with portfolio and quickly arranging withdrawal of profits when required. Particularly helpful with changes required after my wife recently passed away, sensitivly and efficiently and rapidly done.

Have you seen the outcome you were hoping for?

Yes definately

What could they have done better?

Nothing

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Annual review

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Keeps me up to date with investments and advice. Feel in very safe hands.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Very helpful, friendly and informative.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Matthew continues to provide easy to understand financial advice and gives us confidence in our investments.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

kept me informed of progress on investments

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Required some money released from a Trust. Due to Covid Matthew was working from home and the communications were great and the process completed in a timely manner in spite of restrictions.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Dumfriesshire

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

I needed to identify someone trustworthy to provide advice/guidance to my parents regarding their finances

How has Matthew Slessor helped you?

Matthew arranged a home visit, this in itself in my opinion was very important for my parents. He was able to gather informTion he required and provided easily understood information,advice and examples.

Have you seen the outcome you were hoping for?

Due to the current Pandemic my parents goals were not fully achieved but this was not a reflection on Matthew's professionalism. We have reached a very suitable interim arrangement that can be reviewed once the financial market is less volatile.

What could they have done better?

At this time I don't feel able to offer any suggestions on what Matthew could have done better.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Cumbria

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

I wanted to retire early

How has Matthew Slessor helped you?

Helped me explore all my options for taking early retirement, reviewed my finances, recommended the best way to proceed,explained everything in simple terms

Have you seen the outcome you were hoping for?

Yes , very much so

What could they have done better?

Can’t think of anything he did not cover

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cumbria

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

Planning for retirement. Investment advice

How has Matthew Slessor helped you?

Mathew helped us to review our current pensions and provided advice on alternative investment options to our existing cash ISAs. Mathew to understand our investment priorities and recommended a product that we believe meets our needs.

Have you seen the outcome you were hoping for?

In terms of helping us to find the right product for us, the answer would be best. How well it delivers, only time will tell.

What could they have done better?

The 'cashflow forecast' we were initially provided with (via a calculator tool) took a bit of time to understand.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Cumbria

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

I was retiring at 55 and wanted to explore all of my retirement options , including transferring out of my DB pension scheme.

How has Matthew Slessor helped you?

Matt discussed my options with me including all the pros and cons and after a thorough review of all aspects of my finances gave a recommendation that would be best for me moving forward. He explained everything in simple terms and answered any questions that I had. Thanks to Matt I have been able to retire aged 55 safe in the knowledge that I will still be financially comfortable in the years to come.

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

August, 2020

Overall

Service

Advice

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Mathew has maintained our income in these very trying time and we have full confidence in his financial advice and we are really pleased we choose Armstrong and Watson as our investment advisers

Matthew's reply

Thanks very much for your feedback, look forward to meeting up next time.

Repeat review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cumbria

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

How has Matthew Slessor helped you since your last review?

Matthew has helped us a great deal .. giving us the best advice due to a massive change in our circumstance

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cumbria

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

Have always used a financial adviser but Matt is simply the best.

How has Matthew Slessor helped you?

Advised and pointed us in the right direction changing investments if they are not performing well.

Have you seen the outcome you were hoping for?

Yes

Matthew's reply

Thanks for taking the time to comment, I really appreciate it.

Review from verified client

July, 2020

Overall

Service