Matthew's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 12 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 6 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to consolidate my work pension pots and get financial planning advise.
How has Matthew Warren helped you?
Matt was very patient when going through my financial circumstances and provided advise based on his assessment. He then followed up on agreed actions with managing my work place pensions and also with savings investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that comes to mind immediately
Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous advisor had retired and we were not happy with the new company that had taken over .
How has Matthew Warren helped you?
He regularly updates us with the state of the financial market and has advised with regards tp pensions and investments
Have you seen the outcome you were hoping for?
The market over the last few years has been very unstable, mainly due to covid and the Russia/Ukraine war but I believe that the outcome has been as good as we could have hoped for
What could they have done better?
Nothing comes to mind
Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I became 55
How has Matthew Warren helped you?
Buy clearly explaining my options and doing the necessary paperwork
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Worcestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having inherited some money we wanted to invest it for our future.
How has Matthew Warren helped you?
Matthew is very approachable and informs us how our investments are doing on a regular basis. He also talks to us so that we actually understand what is happening to our money.
Have you seen the outcome you were hoping for?
So far so good .
Review
by a verified client in Dorset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
planning for supporting my children for their higher education.
How has Matthew Warren helped you?
clear advice on how an investment works, understanding of our financial situation and needs.
Have you seen the outcome you were hoping for?
It has been a difficult last few years for investments, but gradually things are moving forward.