Nick's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 56 )

Retirement income (annuities, drawdown) ( 47 )

Investments and Savings ( 90 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 51 )

Long Term Care ( 13 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 79 )

Financial Mentoring ( 17 )

Financial Coaching ( 4 )

( 1 )

Reviewers' assets

£500k+ ( 37 )

£200k - £500k ( 19 )

£100k - £200k ( 6 )

Up to £50k ( 1 )

( 1 )

£50k - 100k ( 1 )

Review

by a verified client in West Midlands

a day ago

Overall

Advice

Service

Value

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

Recommended by my brother

How has Nick Matthews helped you?

Helped me with all my financial needs

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Very happy.

Review

by a verified client in Surrey

3 days ago

Overall

Advice

Service

Value

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

Have been a client for years

How has Nick Matthews helped you?

Lots of ways

Have you seen the outcome you were hoping for?

Yes largely

What could they have done better?

Made more money

Review

by a verified client in West Sussex

4 days ago

Overall

Advice

Service

Value

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

Wanted one.

How has Nick Matthews helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Reduced fees!

Review

by a verified client in Surrey

10 days ago

Overall

Advice

Service

Value

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

Death of my partner and lack of confidence in a rather erratic, bullying and incomprehensible IFA. The strong recommendation from an existing KMG adviser.

How has Nick Matthews helped you?

Very approachable manner, listens and questions objectives followed by a calm reassurance and comprehensible guidance that leaves me more confident of our collective decisions.

Have you seen the outcome you were hoping for?

From KMG/Shackleton, yes completely. From the Government’s uncontrollable sudden direction changes less so.

What could they have done better?

Communication is excellent Client management is excellent

Review

by a verified client in London

10 days ago

Overall

Advice

Service

Value

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

Planning for the future

How has Nick Matthews helped you?

Nick has helped us to plan for ours and our children’s future.

Have you seen the outcome you were hoping for?

Yes