Matt's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 13 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 11 )
£100k - £200k ( 8 )
Up to £50k ( 5 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in London
9 days ago
Overall
Advice
Service
Value
How has Matt Campbell helped you since your last review?
Matt has continued to monitor and advise positively
Review
by a verified client in Hertfordshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to ensure I was managing my finances in the most effective way, particularly my pension, which was held across multiple funds.
How has Matt Campbell helped you?
He made clear recommendations on how I can improve the returns I am receiving.
Have you seen the outcome you were hoping for?
So far, so good!
What could they have done better?
N/A
Matt:
Thank you, Paul, for taking the time to share your feedback. I really appreciate your comments and am pleased to hear that you felt supported when looking to bring greater clarity and structure to your pension arrangements. It’s good to know that the initial focus on your pensions being held across multiple funds helped highlight the importance of having a clearer, more effective approach to managing your finances. Making clear and considered recommendations to improve the returns you are receiving is a key part of ensuring your long-term plans remain on track, and I’m glad this has been helpful for you so far. I’m also pleased that you have seen positive early outcomes and feel that things are moving in the right direction. Ongoing reviews and adjustments are an important part of the process, helping to ensure your arrangements continue to reflect your objectives and circumstances. It has been a pleasure working with you and Matt, and I look forward to continuing to support you both in building confidence and clarity around your financial future.Review
by a verified client in Essex
17 days ago
Overall
Advice
Service
Value
How has Matt Campbell helped you since your last review?
He has reviewed our income and expenditure. Making sure that we have adequate income to enjoy ourselves but leaving enough money for our future. Also checking that we have Power of Attorney in place.
Matt:
Thank you, Wendy, for taking the time to share your experience. I really appreciate your kind feedback and am pleased to hear that you have found our reviews helpful and reassuring. It's good to know that our discussions around your income and expenditure have given you confidence that you can enjoy your lifestyle today while keeping your longer-term financial future secure. Achieving the right balance between making the most of the present and planning for the future is a key part of effective financial planning, and I'm pleased we've been able to work together towards that goal. I'm also glad you highlighted the importance of having your Powers of Attorney in place. Ensuring these arrangements are established is an important part of a comprehensive financial plan, helping to provide peace of mind for you and your family should they ever be needed. Thank you again for your trust and for taking the time to leave your review. I look forward to continuing to support you and helping you make informed financial decisions in the years ahead.Review
by a verified client in Essex
17 days ago
Overall
Advice
Service
Value
How has Matt Campbell helped you since your last review?
He has been giving me advice in many areas to ensure my long term safety and security
Matt:
Thank you, Rachel, for taking the time to leave such thoughtful feedback. It means a great deal to know that you feel the advice you've received has helped provide reassurance about your long-term safety and financial security. I'm pleased that our ongoing conversations have been valuable across a range of areas, as taking a holistic approach is an important part of helping clients build confidence in their financial future. Financial planning is about much more than individual products or decisions. It's about creating a strategy that evolves alongside your circumstances and supports your goals over the long term. I appreciate the trust you continue to place in me, and I look forward to continuing to work with you, providing guidance and support as your needs develop. Thank you again for your kind words and for taking the time to share your experience. It has been a pleasure working with you, and I look forward to helping you navigate the opportunities and challenges that lie ahead with confidence.Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for financial guidance
How has Matt Campbell helped you?
Matt has helped me to make decisions on what I can do in order to achieve my financial goals
Have you seen the outcome you were hoping for?
Yes, Matt has been incredibly helpful
Matt:
Thank you for your thoughtful 5-star review, Rachel. I’m really pleased to hear that you felt supported when initially seeking financial guidance and that our work together has helped you make clear, confident decisions towards your financial goals. It’s been a pleasure working with you, particularly as we refined your investment strategy and identified opportunities to reduce costs, helping to ensure your plans are both efficient and aligned with your long-term objectives. Your feedback that you’ve seen the outcomes you were hoping for is especially rewarding, as delivering clarity and tangible progress is at the heart of what I aim to provide. Financial planning is about creating a structured, personalised approach that gives you confidence in your future. I look forward to continuing to support you as your circumstances evolve and helping you stay on track to achieve your goals.