Matt's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 13 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 7 )
£100k - £200k ( 8 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
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
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking pool my private pots and access my tax free allowance and was advised that I required a FA to do this.
How has Matt Campbell helped you?
Matt helped me to achieve my initial goals and then to plan and implement stage two of my financial plans.
Have you seen the outcome you were hoping for?
For stage 1 yes and I’m in the process of working through stage two now and hope to achieve the outcome in early 2026.
What could they have done better?
At this stage nothing. I’m able to seek advice as things progress so I’m hopeful that I will get the guidance to progress things if needed.
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate my pension
How has Matt Campbell helped you?
He has advised on what I should invest in and has made the whole thing simple and straightforward for me.
Have you seen the outcome you were hoping for?
Absolutely
Matt:
Hi David, Thanks for your generous review. It has been a delight to work with you. I am pleased I have been able to make things simple and straightforward for you, and that you have achieved the outcome you were looking for. Best MattReview
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to cut through the different advice I was getting
How has Matt Campbell helped you?
Putting together a series of options for me
Have you seen the outcome you were hoping for?
Early days!
Matt:
Hi Tim, Thanks so much for your 5* review. It has been great to help you cut through the different advice you were getting. I look forward to continuing to work together. Best MattReview
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help combining my pensions and planning for the future.
How has Matt Campbell helped you?
Matt has helped me put all my sporadic pension pots in one place with a plan for investing for the future. He made it all make sense in plain English and has always given me really sensible and helpful advice.
Have you seen the outcome you were hoping for?
Absolutely, having Matt's advice and direction has been incredibly helpful and reassuring.
Matt:
Hi Josh, It's good to hear I have helped you plan for the future in plain English, and that you have found the advice reassuring. I look forward to continuing to work together. Best MattReview
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pension pots that I wanted merging into a single, accessible account.
How has Matt Campbell helped you?
Matt provided detailed advice on the best products that met my requirements and then worked efficiently to ensure a smooth transition to new products. He has since been proactive in managing my products and ensuring that I am getting the best possible value from them.
Have you seen the outcome you were hoping for?
Yes, I have seen continued and sustained growth and have maintained an ongoing and collaborative relationship.
Matt:
Dear Jonathan, Thank you for your generous review. It's great to hear that you feel on track and that have seen the sustained growth you were looking for. I look forward to continue working together. Best Matt