Matthew's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 4 )
Pensions ( 48 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 36 )
Auto Enrolment ( 3 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 19 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 33 )
Financial Mentoring ( 13 )
Financial Coaching ( 3 )
( 3 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in London
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away and I needed help to organise my finances
How has Matthew Cole helped you?
Very much so
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Herefordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are not sufficiently knowledgeable regarding investment management
How has Matthew Cole helped you?
In all aspects of our family wealth planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We are happy that our investment strategy is on course
Review
by a verified client in Wiltshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Overall financial planning
How has Matthew Cole helped you?
Matt produced an excellent presentation of my financial position and performance of my funds throughout the year. He gave me a thorough analysis of my portfolio and the financial market and followed up with a fulsome report of what we discussed. Matt always takes great care to ensure my concerns and wishes are fully considered and acted upon. He has a natural empathy as well as an astute and impressive financial brain. I have no hesitation in placing myself in his expert hands, knowing that his trusted advice is always of the highest quality and in my best interest.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching my early 70s and having a pension pot which I had managed myself but not knowing what was best in terms of drawdown, annuities or other options.
How has Matthew Cole helped you?
By consolidating funds into one place with a consistent strategy. By advising how much needed to be kept for the long term and how much of our savings can be used in the shorter term.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pensions
How has Matthew Cole helped you?
Matthew and Abbi have helped immensely by providing knowledgeable advice on the long term future planning of my finances.
Have you seen the outcome you were hoping for?
I hope to wehn realising my pension pot