Matt Harding

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

To carefully invest in the future

How has Matt Harding helped you?

Sensible and realistic advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much to be honest!

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

I was retiring from my career job and needed help to set up a drawdown pension

How has Matt Harding helped you?

Matt and his colleagues listened to what wanted to achieve and put the appropriate plans in place to facilitate this.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the outcome.

What could they have done better?

Can't think of anything in particular

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

My parents had been clients of what was KMG for years, and when I was old enough I also became a client.

How has Matt Harding helped you?

He has helped me manage my investments while I have been living with parents, recommending how much I should be investing per month and ensuring I make use of the annual ISA allowance. Now I am in the process of buying a house, his advice on selling down to protect deposit cash was very useful, and I know he always takes time to answer any questions I have for him. I have complete trust in his advice.

Have you seen the outcome you were hoping for?

My investments have continued to grow and I feel reassured that his advice is correct and for the best.

What could they have done better?

Chasing me up if a document needs to be signed and I haven't returned it in a while.

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

Marriage, when we needed to plan for the future together.

How has Matt Harding helped you?

In all financial investment matters. He's the first one we turn to if we need help and advice.

Have you seen the outcome you were hoping for?

Yes, we have seen our investments grow and preparations for retirement and drawing pensions get nearer, the advice we have received has been very helpful in our decision making.

What could they have done better?

Not sure there is any issue of concern that we needed further help and advice with.

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

Wealth management

How has Matt Harding helped you?

Assisted in all aspects of money management and investment

Have you seen the outcome you were hoping for?

Yes