Matthew's reviews
Reviewed for
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 15 )
£100k - £200k ( 3 )
Repeat review
by a verified client in London
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Parkin helped you since your last review?
Matthew has been a pro-active adviser and the value of his advice si there for all to see - significantly beating benchmarks.
Repeat review
by a verified client in Surrey
14 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Parkin helped you since your last review?
Matthew has continued to manage my investment and SIPP
Repeat review
by a verified client in Dorset
15 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Parkin helped you since your last review?
As always Matthew has given very good advise and has tried to explain the reasoning for his advice. The performance of my investments and pension pot has been very good
Repeat review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Parkin helped you since your last review?
His standard of performance has not wavered in the slightest; I reiterate all the comments I made a year ago. I remain extremely impressed by the quality of the services Matthew has provided and continues to provide. In short, I am delighted by the decision I made several years ago to instruct and retain BlueFinch on an exclusive basis for my private pension investment purposes. The overall excellence of Matthew's offering is exceptional based on my experience of other advisers in this sector.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Matthew
All was lovely with Matthew till he found out I was 84, at which point he lost interest, saying his clients always had a five year financial plan. bye bye Matt!
Matthew:
Dear Geraldine, We are sorry to hear you were disappointed by our service. The Financial Conduct Authority (FCA) emphasises the importance of understanding an elderly client's individual circumstances and needs, particularly when they have a 5-year time horizon. We followed this guidance, and our decision not to proceed with discussions was based on our assessment of your specific circumstances. Kind regards, Matthew