Nick's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 68 )
Retirement income (annuities, drawdown) ( 59 )
Investments and Savings ( 107 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 62 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 96 )
Financial Mentoring ( 20 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 46 )
£200k - £500k ( 21 )
£100k - £200k ( 6 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
( 2 )
Review
by a verified client in Northamptonshire
2 hours ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Continuation of a long standing relationship with Patrick Mcintosh and kmg
How has Nick Matthews helped you?
Regular advise and reviews of my portfolio and particularly trust funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have no comparisons as I have always been happy with the service and advise given
Review
by a verified client in Suffolk
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of KMG/Shackleton for 20+ years and required a reputable advisor as my business grew
How has Nick Matthews helped you?
I have also know Nick for a few years but he only recently became our official advisor. His thoughtful and reasoned approach, ambitious but balanced has always worked well for us
Have you seen the outcome you were hoping for?
Absolutely yes.
What could they have done better?
Looking at the service, value and performance, not very much!
Review
by a verified client in Derbyshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family recommend Nick & KMG
How has Nick Matthews helped you?
Nick takes all our family financial pressure away and always makes us fell comfortable taking capital from the portfolio.
Have you seen the outcome you were hoping for?
Yes without Nicks advise I would have been confident with last years withdrawals from the portfolio .
What could they have done better?
Nothing Nick always keeps me up to date
Review
by a verified client in Surrey
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Nick Matthews helped you?
Make the most of the pensions I had
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get advice on the best way to inset for the long term.
How has Nick Matthews helped you?
By providing practical and reliable advice on the best way to invest my portfolio.
Have you seen the outcome you were hoping for?
I have been investing with Nick's advice for some time now and overall my portfolio has performed well in challenging financial markets.
What could they have done better?
Perhaps taking a little more risk when markets were low and there was an option to invest.