Matthew Freemantle

Matthew Freemantle

Bank House Financial Planning

Matthew's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 11 )

Pensions ( 7 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 7 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 5 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 6 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Worcestershire

5 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

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

Initially we were looking at savings and mortgages. This led to planning for retirement

How has Matthew Freemantle helped you?

Matthew has always been very friendly and approachable. He listened to our needs and offered advice and suggestions when we needed it.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

We found him very good, so nothing more he could have done.

Matthew:

Thank you for taking the time to leave me the kind review that you did.
First impression

by a VouchedFor user

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Matthew

Matthew visited us to discuss financial matters. He was friendly and gave comprehensive sound advice, making us feel comfortable by taking an interest, relating our circumstances to his own.

Matthew:

Thank you for your kind words. It was lovely to meet you both.
First impression

by a VouchedFor user

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Matthew

No hard sell very pleasant on time hope to do more bussness

First impression

by a VouchedFor user

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Matthew

Very helpful, good communication.

Matthew:

Thank you for your review. Your feedback is invaluable to me as I strive to continue to give excellent customer service.
Review

by a verified client in Worcestershire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

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

Bereavement

How has Matthew Freemantle helped you?

Sorted my finances

Have you seen the outcome you were hoping for?

Yes

Matthew:

Thank you for your fantastic review. I aim to give my clients complete satisfaction and do all that I can to help them with their objectives.