Matthew Donovan

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

Looking for advice on what to do with savings

How has Matthew Donovan helped you?

Matthew provided a detailed analysis and was extremely helpful in providing options and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Matthew

Very helpful, very knowledgeable, consise, friendly

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

Consolidated pensions and required a review

How has Matthew Donovan helped you?

Yes, he has provided sound advice, kept it simple so digestible and has been patient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Unknown

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

I had a couple of personal pensions that hadn't been looked at in a while, plus some old life insurance policies that I wasn't sure were still suitable to our current situation.

How has Matthew Donovan helped you?

Matthew has given us very considered and professional advice, carefully listening to our views, needs, and personal preferences, before delivering advice on a way forward that would suit our requirements. He then very patiently waited for us as we took time to understand the advice we had been given, before ably helping us to enact the recommendations we wanted to follow. We have never felt pressured, but rather very well supported, with our personal values clearly heard and taken into consideration.

Have you seen the outcome you were hoping for?

Yes, absolutely.

Please provide a brief comment about your experience with Matthew

Very professional and well-prepared.