Matt's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Review
by a verified client in Kent
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning requirements
How has Matt Birch helped you?
He is clear, concise and detailed. I have conversations with Matt rather than being told what I need. Great gentleman, great service.
Have you seen the outcome you were hoping for?
We talk, plan and yes I have seen the outcomes as expected.
What could they have done better?
At this time nothing
Matt:
I value the relationship we have and what we have accomplished so far in our time working on your financial goals and objectives. Therefore the kind review is pleasing to read and appreciated. Long may the hard work and results continue.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?
Advice to help plan for retirement and forecast future cash flow needs.
How has Matt Birch helped you?
Prompt and quality advice regarding pension and ISA. Long-term cash projections helping show needs and investment required to achieve it.
Have you seen the outcome you were hoping for?
Yes.
Matt:
Thank you for the review and we are at the start of a very productive journey to ensure your financial wellbeing. I look forward to continuing that with you.Review
by a verified client in London
3 months 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
3 months 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
7 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.