Matthew's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Reviewers' assets
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Lancashire
21 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt the need to review and consolidate my pension options at that time, and cullen wealth were recommended by my accountant.
How has Matthew Testa helped you?
Mathew continued to advise me following the implementation of recommendations from previous consultants in the cullen wealth team. Matthew has given consistently good advice and options which gave me control over my pension choices, all delivered in the most friendly and professional way. I will miss our regular meetings and updates.
Have you seen the outcome you were hoping for?
Yes I believe that the outcome will be the best option for my circumstances, but obviously only time will tell.
What could they have done better?
I don't think there's anything that could have been done better, as I have always been happy with the service received.
Review
by a verified client in Derbyshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following retirement myself and my husband both had pension pots and needed advice re investment
How has Matthew Testa helped you?
We review our savings yearly. He advises us re the market, our profits etc. We assess our risk profile
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Review
by a verified client in Lancashire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing advice from a company i have been associated with for a number of years
How has Matthew Testa helped you?
Ongoing advice regarding pensions and retirement
Have you seen the outcome you were hoping for?
Ongoing
What could they have done better?
N/a
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get advice on my pension
How has Matthew Testa helped you?
By giving advice on my pension And how best to utilise it
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really as advice is given And answered all my questions
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with the previous company. They were making too many personnel changes.
How has Matthew Testa helped you?
After my husband's death (March 2024) he has been very helpful in offering advice. He uses words that I can understand when he talks to me. Provides clear, understandable advice on the ISA account that I have.
Have you seen the outcome you were hoping for?
Yes, the the investment has increased in value.
What could they have done better?
Nothing to add.