Matthew Brooks

The Cosgrove Partnership

Matthew's reviews

Reviewed for

Pensions ( 46 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 38 )

Investments and Savings ( 66 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 27 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 48 )

Financial Mentoring ( 21 )

Financial Coaching ( 4 )

( 1 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 15 )

£100k - £200k ( 9 )

Up to £50k ( 1 )

( 1 )

£50k - 100k ( 4 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Matthew

Matthew was recommended to us by friends. We have found him very approachable and clear with his advice when helping us to manage our investments. Always quick to respond and very flexible which is helpful with our work schedules.

Matthew:

Thanks for taking the time to leave me a review. It is great to hear you have found my services useful at this early stage. I look forward to working with you to create a clear financial plan to help you achieve your aspirations.

Repeat review

by a verified client in Sussex

2 months ago

Overall

Advice

Service

Value

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

How has Matthew Brooks helped you since your last review?

He has continued to give me excellent advice and has looked after my portfolio extremely well

Matthew:

Thanks for leaving me a review I am pleased you are still finding my advice useful after all these years. If you have any questions following our last conversation do not hesitate to give me a call. Matthew

Repeat review

by a verified client in Surrey

2 months ago

Overall

Advice

Service

Value

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

How has Matthew Brooks helped you since your last review?

Matthew continues to ensure my investments match my attitude to risk. I have received regular updates showing the performance of my investments. Matthew is quick to respond if I have any queries.

Matthew:

Thanks for taking the time to leave me a review. I am pleased you still find my service efficient and of benefit after all these years. Do not hesitate to call if you need anything from me. Matthew

Repeat review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

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

How has Matthew Brooks helped you since your last review?

Ensures that our investments are reviewed on a regular basis to ensure that risk levels are kept to an acceptable level and is always available to discuss any issues that may arise with regard to our finances. Over the many years that we have been guided by Mathew we have never failed to be impressed with hiis professionism.

Matthew:

Thanks for your Kind words. I am pleased to hear you still find my advice and guidance useful after all these years. Matthew

Repeat review

by a verified client in Cambridgeshire

3 months ago

Overall

Advice

Service

Value

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

How has Matthew Brooks helped you since your last review?

General financial support

Matthew:

Thanks for your review. I understand you are about to make a significant change in your lives. If you need any help please let me know.