Matthew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 2 )
Investments and Savings ( 2 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Lancashire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with overall financial planning, pensions and my money invested.
How has Matthew McClurg helped you?
Absolutely fantastic help and support, really clear with helping my needs and a very understanding point of view with my situation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Dorset
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to consolidate some pensions and get help picking my funds as I wasn’t sure what was going on.
How has Matthew McClurg helped you?
He provided a great outcome - sorted out my pensions and investments, provided a clear strategy and why we were doing it. Also provided useful cashflow to show what things could look like.
Have you seen the outcome you were hoping for?
Sorted what I needed - performance has been really good so far as well which helps.
What could they have done better?
Could have been quicker but, he kept me updated and explained why it was a long process.