Matthew Hawksworth

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

I was retiring and needed to look at options for taking an income and how to best invest funds in drawdown

How has Matthew Hawksworth helped you?

Matthew showed me options I hadn't really considered initially and which remain open to me in the future. He also showed through considered analysis how my funds should be invested and what proportion I should hold in cash given my approach to risk taking. The detailed analysis of cash flow through my retirement helped me feel confident with what income to draw at the outset.

Have you seen the outcome you were hoping for?

Yes - 100% - look forward to the review next time round in 12 months

What could they have done better?

Nothing really - all round I felt listened to and understood and the recommendations met my expectations

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

Getting divorced and aquiring 50% of my ex husbands pension

How has Matthew Hawksworth helped you?

Matthew has been my financial advisor for the past 7 years. He is always available to speak to me regarding any issues I may have. I trust him implicitly.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

I can’t think of anything

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

Preparation for retirement to ensure I have enough money for to retire and achieve the lifestyle that I want in retirement.

How has Matthew Hawksworth helped you?

Planning for our future. Consulting on how much money to take from our pit to ensure the we take advantage of the full tax benefit. Savings and investments e.g., ensure I have a good balance of available cash savings, cash isa and stocks and shares isa within my risk appetite.

Have you seen the outcome you were hoping for?

Yes, I am now retired and living the lifestyle I wanted. I am comfortable with my financial situation so far.

What could they have done better?

Nothing springs to mind at the moment. I have found Matthew professional at all times. He us clearly extremely experienced in his field of work. He has also introduced us to a colleague Michelle, who deals with will's and LPA's which we now have in place.

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

Have had one since retirement.

How has Matthew Hawksworth helped you?

He makes sometimes complex information understandable by his clear explanations. He is reliable and a good listener.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I am very satisfied with the advice received.

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

Ongoing annual review

How has Matthew Hawksworth helped you?

Withdrawing from ISA

Have you seen the outcome you were hoping for?

Yes