Matthew's reviews
Reviewed for
Insurance and Protection ( 53 )
Mortgages ( 77 )
Pensions ( 8 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 3 )
Auto Enrolment ( 1 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 5 )
Up to £50k ( 31 )
Review
by a verified client in Durham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was to receive a pension at 60 years old and wanted to retire at this age and needed it to be an income until state retirement age of 67
How has Matthew Platt helped you?
Matthew negotiated the tax free lump sum an reinvested the remainder for the interim years until state retirement age.
Have you seen the outcome you were hoping for?
Absolutely yes and above and beyond. The process was complicated but Matthew found a way through that benefits me so perfectly well for my needs.
What could they have done better?
Nothing. The process went like a dream.
Matthew:
Thank you for your kind review. I really appreciate you taking the time to complete this for me.Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying our first home
How has Matthew Platt helped you?
Matthew was our mortgage broker and also arranged our life and income protection policies
Have you seen the outcome you were hoping for?
Yes we received the best possible deals on both products
Review
by a verified client in Tyne and Wear
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
moving out of my parents home.
How has Matthew Platt helped you?
Matthew has helped me in all manner of financial matters over many years.
Have you seen the outcome you were hoping for?
My investments have grown steadily and consistently under Matthew's guidance I have made informed financial decisions.
What could they have done better?
I don't see much Matthew could have done better during the time i have been his client.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a new house
How has Matthew Platt helped you?
He has been extremely helpful guiding us through the complicated mortgage process and advised us on planning for the future, life insurance, personal protection cover etc.
Have you seen the outcome you were hoping for?
Yes Matthew has been fantastic and we feel very secure in our mortgage and all of the cover we have received.
What could they have done better?
Absolutely nothing!
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a new house
How has Matthew Platt helped you?
He found us a great mortgage deal as well as being able to make one of our current mortgages run alongside for the cheapest option.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to be honest, couldn’t fault him at all.