Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 93 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 56 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 15 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 77 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 24 )
£100k - £200k ( 11 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Berkshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review our financial circumstances for retirement planning
How has Matthew Dixon helped you?
Continued great financial planning and peace of mind Second design review with Hartsfield and really happy with the advice and service received. Matthew has really helped us understand our financial position, think through our goals and make a plan to achieve them. Highly recommend
Have you seen the outcome you were hoping for?
Yes - I have a solid plan that I’m comfortable with and the investments with Hartsfield are performing well
Review
by a verified client in Oxfordshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term thinking about pensions and inheritance
How has Matthew Dixon helped you?
Matt is knowledgeable, clear, direct. The financial planning review really helps guide us in our decision making
Have you seen the outcome you were hoping for?
Yes. We agreed a plan in 2024 following Matt's inputs, and ongoing reviews are useful in tracking progress.
Review
by a verified client in Wiltshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pensions
How has Matthew Dixon helped you?
Clear, honest and friendly advice as usual Same friendly service as usual from Matthew and the team. Very clear review of our current progress. He gave us an unplanned cashflow update at our request, filling in it with our latest details as we went to provide a detailed, easily understandable plan. We always finish these meetings feeling we are in safe hands.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Matthew Dixon helped you?
Good advice Personalized, clear analysis and advice about reaching my financial goals. Familiar face to talk to.
Have you seen the outcome you were hoping for?
Yes; pleased to see that the investment funds have been reasonably resilient to the recent market turmoil.
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to understand my pension options.
How has Matthew Dixon helped you?
Excellent service, well explained and trustworthy I've been with Hartsfield for over 2 years now, and I am very pleased with the service they provide. Matthew Dixon is friendly, approachable and always explains things in ways that I can understand! As I approach retirement, I feel very reassured that together we are making great decisions for my future.
Have you seen the outcome you were hoping for?
Yes