Matt's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A change in my job
How has Matt Birch helped you?
Matt has been fantastic- he has listened, discussed tricky issues patiently and with true expertise and given great advice. He’s been really responsive, clear and helpful.
Have you seen the outcome you were hoping for?
Absolutely
Matt:
Thank you for the review and it is good to know that the advice has been responsive, clear and helpful. There is a lot more we will plan ahead and achieve but reviewing your current position and getting that in the best shape is a great start.Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had an advisor overseas and needed someone who could handle multiple investments in different currencies
How has Matt Birch helped you?
I had multiple investments when I lived overseas and Matt provided the support to utilise the performance and also as moving to the UK for the first time was able to advise on ISA and pension investments .Has a very good understanding of the guidelines
Have you seen the outcome you were hoping for?
Yes, Matt was able to work out a solution to a long-term overseas unproductive investment into an investment that can be transferred into local funds
Matt:
I appreciate the review and kind words. More importantly, it is good to read that we found the right solution to your offshore investments and integrating them here in line with your own circumstances. I look forward to continue helping with your longer-term plans and working towards the financial freedom and choice this will ultimately provide.Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
At our particular age we needed to stabilise our financial "standing". We were advised to contact Matt from a mutual aquaintance who had been financially advised by Matt.
How has Matt Birch helped you?
Matt sorted out our Power of Attorney minefield and also stabilised particular financial problems which has given us some peace of mind.
Have you seen the outcome you were hoping for?
We have a definite peace of mind which, as we get older, will see a fair return to our personal financial future.
What could they have done better?
Nothing springs to mind. The help and advice was given and gratefully received!
Matt:
Thank you for the review and good to read that the advice has given you peace of mind and stabilised your financial standing. That is such an important part of what the advice is about and arranging anything that helps with Estate Planning is invaluable to that.Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions from previous employers that I wanted to combine into one pension plan.
How has Matt Birch helped you?
To advise and assist in transferring all my pensions into one
Have you seen the outcome you were hoping for?
Yes I have seen the benefits of having one private pension
What could they have done better?
Nothing really service was as expected
Matt:
Hi and I appreciate the review. Arranging all your pensions into one is a great exercise not just in getting them organised and in a better place but also thinking about your retirement planning in more detail. Looking ahead and working out your longer-term financial plans is very important and being organised with your investments and pensions is key to that.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first met Matt when moving back to the UK and needed local know how having been abroad for a long time.
How has Matt Birch helped you?
Consistently good advice, and always very accommodating, taking the time to really understand the goals and profile I have.
Have you seen the outcome you were hoping for?
Very much so.
Matt:
Helping you on your financial journey is an ongoing process and integrating back into the UK was just the start of that. Really pleased to know that the advice so far has been really helpful and accommodating as well as identifying goals and objectives. Thank you for the review.