Matthew Walne

This review is a follow-up review from a client who left a review previously.

How has Matthew Walne helped you since your last review?

Matt continues to offer excellent and friendly advice and support.

What were the circumstances that caused you to initially look for an adviser?

Was struggling with retirement planning and investment

How has Matthew Walne helped you?

Has given appropriate advice and has been able to answer all my queries.

Have you seen the outcome you were hoping for?

So certainly I am more content with my outlook

What could they have done better?

This answer varies from person to person Since retiring, I have taken a greater interest in my future. With Matthew I have been able to figure out the direction of travel

What were the circumstances that caused you to initially look for an adviser?

I wanted to make sure my pensions were invested in the best way possible for me. I wanted to consolidate what I had and make sure I would have enough for a comfortable lifestyle in the future.

How has Matthew Walne helped you?

Looked at my risk profile and found the best products for me.

Have you seen the outcome you were hoping for?

Yes. I feel reassured I will have the income I want when I retire.

What were the circumstances that caused you to initially look for an adviser?

Prepare for retirement planning and advise on investments

How has Matthew Walne helped you?

Matthew has a great way of explaining everything and gives very good advice and recommendations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Investments to have done better but is outside their control as it relies on the stock market.

What were the circumstances that caused you to initially look for an adviser?

We have been a client of Matt's since October 2018. We were motivated to meet with a Financial Advisor to help us create a plan for our retirement which we hoped to be able to start sooner rather than later. We had a number of pensions which we wanted consolidation advice on to create a simplified overall structure.

How has Matthew Walne helped you?

Matt has agreed a financial plan with ourselves, he reviewed all of our numerous pensions and made recommendations for us as to what course of action we should take with each. He has recommended what pensions make sense to consolidate and what makes sense to keep. He has regularly reviewed our risk profile to ensure that our investment choices remain aligned to our preferences. Above all he has given us the confidence to retire earlier than we had hoped, last year.

Have you seen the outcome you were hoping for?

We had a clear plan, Matt had simplified our pension structure, aligned our investment strategy to our risk profiles and helped us achieve our goal of retiring early. He keeps in touch with us and his annual review makes sure we have enough detail, although he is readily available at other times, should we have any questions.

What could they have done better?

For us we are very happy with Matt's service and the outcomes of his advice.