Matthew's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 1 )
Repeat review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Bond helped you since your last review?
Provided annual review update and discussed finances for supporting care home costs for mother-in-law. Advised on timing of taking cash free sums from drawdown pension. Discussed and implemented changes to drawdown pension payments. Discussed plans for implementation of quarterly fund changes.
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Matthew
helpfull
Repeat review
by a verified client in Berkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Bond helped you since your last review?
Provided annual review update and answered specific questions regarding drawdown pension and tax rates for withdrawals. Provided advice on timing of taking cash free sums from drawdown pension. Review included analysis of financial impact of severe market reductions.
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Matthew
Good Overview
Review
by a verified client in East Sussex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I originally sought advice on how best to invest money left me by my mother and with the handling of a trust set up by my mother.
How has Matthew Bond helped you?
As well as giving advice on how to invest my money, taking account of the level of risk appropriate to my circumstances and on how to wind up the trust, he has also given advice on a personal pension and its relation to my occupational pensions. As well as an annual review meeting he has also always been prompt and helpful in answering various queries which have come up from time to time.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything