Matt's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 7 )
Pensions ( 32 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 12 )
£100k - £200k ( 2 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to sort my pensions out and needed help
How has Matt Thomas helped you?
Matt has been fantastic from start to finish
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing we are very happy
Review
by a verified client in Cardiff
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
sanity check i was doing the right things before early retirement
How has Matt Thomas helped you?
allowed me to pick my own time for early retirement
Have you seen the outcome you were hoping for?
big yes!
What could they have done better?
nothing
Review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for financial planning advice to get the best out of my pension pot and other money.
How has Matt Thomas helped you?
He has advised on and organised my finances so that I am able to make the most of opportunities to, as far as possible, guarantee sufficient income for my retirement.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Hampshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With several pensions between myself and my wife and nearing retirement age we needed advice on whether to consolidate all or some of them as some had defined benefits.
How has Matt Thomas helped you?
He has helped us to understand the benefits of forward and ongoing financial planning.
Have you seen the outcome you were hoping for?
Definitely, we are in a much better place financially and have a greater understanding of our investments.
What could they have done better?
Nothing that I could see.
Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband contacted Matt for advise on pensions.
How has Matt Thomas helped you?
Matt Thomas has been financial advisor to myself and my late husband for several years. We found him to be most helpful. Last year when my husband passed away, Matt could not have been more understanding and caring when advising me and sorting out his pensions. Matt is a true professional with a lovely sense of humour and friendly nature. His knowledge and understanding of my financial situation meant I could completely trust his advice given with great confidence. I would not hesitate to recommend Matt to my friends.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/a