Matthew's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 33 )
Pensions ( 15 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 5 )
Up to £50k ( 11 )
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Matthew Rose helped you?
Financial advise for retirement
Have you seen the outcome you were hoping for?
Yes at the moment it is going to plan
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To facilitate the transfer of my pension into an account that would allow me access to it when ever I need it.
How has Matthew Rose helped you?
He managed the transfer process for me and offered advice on the options that were available to me.
Have you seen the outcome you were hoping for?
Yes I have up to now.
What could they have done better?
No I don't think so.
Review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
OVERALL FINANCIAL PLANNING
How has Matthew Rose helped you?
FINANCE PLANNING - PENSION AND MORTGAGE
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NOTHING
Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and being unsure about what we had invested where!
How has Matthew Rose helped you?
Matthew has pulled together our savings, pensions, etc to enable us to plan for our retirement and monitor performance in accordance with our assessed risk profile.
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
Everything has been exactly what we needed/asked for to date.
Review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Building and maintaining a financial plan
How has Matthew Rose helped you?
Matthew has assisted our family over an extended period in many areas of financial planning and continues to offer invaluable guidance and services
Have you seen the outcome you were hoping for?
Yes, our plans are very much on track and consistent reviews of our position provide us with confidence of achieving our goals
What could they have done better?
Nothing. Matthew was is always available to assist as required and provides proactive updates throughout the year