Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 65 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 33 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 55 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 14 )
£100k - £200k ( 13 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Review
by a verified client in North Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Matthew Hawksworth helped you?
Reviewed the options on pension investment and advice on take up.
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in North Yorkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferred over to Matthew from previous Ellis Bate’s FA
How has Matthew Hawksworth helped you?
2 years
Have you seen the outcome you were hoping for?
Yes, all good to date
Review
by a verified client in Cumbria
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of earnings with a view to childrens' benefit
How has Matthew Hawksworth helped you?
He listens, explains and clarifies. We see him once a year and he will provide advice by email, phone or zoom if we ask. He uses Shackleton's expertise to invest our funds sensibly paying attention to our wishes as they change over the years.
Have you seen the outcome you were hoping for?
Obviously outcomes depend on the market and vary year to year. Sometimes we wonder ifwe gain as much as we would like financially but then factor in the peace of mind that investment advice gives.
What could they have done better?
We would appreciate a more personal review of our annual meetings confirming decisions made.
Review
by a verified client in Cumbria
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial advise for setting up a SIP in early 2000
How has Matthew Hawksworth helped you?
Maintaining the pension portfolio and advising on the risk factors and transferring some investment to ethical funds.Giving advice on gifts to children and and death benefits nomination.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Confirmation of actions for both of us could be more explicit .
Review
by a verified client in North Yorkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Matthew Hawksworth helped you?
Investments in pension and savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I am aware of