Mat's reviews
Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 3 )
Financial Planning ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Mat
This was my initial meeting with Matt via Teams at zero cost and lasted around 45mins. Matt was friendly and knowledgeable on the subject matter. Informative advice was given, with no pressure to take any of the chargeable options going forward. I would be happy to recommend The Private Office, and Matt for anybody in need of financial advice.
Mat:
Thank you very much for taking the time to leave me a review, it is greatly appreciated. It was a pleasure speaking with you and I am pleased to hear our discussions were a productive use of your time.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Mat
Mat was patient and reassuring. He listened well and was clear about what would happen next. Thanks Mat.
Mat:
Thank you very much for taking the time to leave me a review. I will confirm our approach to fees when we meet next to further our conversations. Thank you very much once again for your time and I look forward to our next meeting.Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing investments and pension
How has Mat Clark helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mat:
Thank you very much for your kind feedback. It was a pleasure meeting with you recently and I am pleased to be able to help. I look forward to speaking with you again soon.Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investment advice
How has Mat Clark helped you?
Made is very clearly how the markets have been effected over the past few years, made me confident that my investments have been invested in the appropriate markets
Have you seen the outcome you were hoping for?
Investments are going up, so yes happy for now
Mat:
Thank you for taking the time to leave me a review, you feedback is invaluable, I am pleased to hear our meeting was a good use of your time. It was a pleasure speaking with you and I look forward to our next meeting. Kind regards.Review
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2005 I took voluntary redundancy and needed advice on how best to plan forward. The Private Office was recommended, and my wife and I have been clients since that time.
How has Mat Clark helped you?
TPO have deployed Mat to be our personal financial adviser. We met him online for the first time today and were impressed.
Have you seen the outcome you were hoping for?
Yes. Mat has picked up the baton from his colleagues and had clearly reviewed and understood our needs. We had a good meeting and have plotted forward for 2025.
What could they have done better?
Nothing springs to mind.