Matthew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 28 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
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 Nottinghamshire
10 days ago
Overall
Advice
Service
Value
How has Matthew Naylor helped you since your last review?
Mathew has advised and kept me informed as to how my pension plan was performing, he conducts his role diligently and he is easy to communicate with and very helpful. I would without doubt recommend Matthew for any financial planning.
Matthew:
John, thank you for taking the time to share your feedback. It is greatly appreciated. I am pleased to hear that you have found my advice and communication helpful, particularly in keeping you informed about how your pension plan has been performing. Regular communication and ensuring clients understand how their financial arrangements are progressing are important parts of my role, so it is encouraging to know that this has been valuable to you. Financial planning is a long-term process, and I believe that being approachable and easy to communicate with helps ensure that clients feel comfortable discussing their plans, asking questions and making informed decisions about their financial future. Thank you again for your recommendation and for placing your trust in me. I look forward to continuing to support you and helping you work towards your financial goals in the years ahead.Review
by a verified client in Staffordshire
12 days ago
Overall
Advice
Service
Value
How has Matthew Naylor helped you since your last review?
Matthew has the knowledge and expertise in financial planning which means that I am confident that his advice is the best advice for me and my circumstances.
Matthew:
Heather, thank you for taking the time to share your review. It is great to hear that you continue to feel confident in the financial planning advice you receive and that you feel it is tailored to your individual circumstances. Your comments about knowledge and expertise are particularly appreciated. Good financial planning is not simply about having technical knowledge. It’s about taking the time to understand what matters to you, your goals and your wider circumstances and then providing clear, considered advice that you can have confidence in. It is a pleasure to support you with your financial planning, and I look forward to continuing to work with you in the years ahead.Review
by a verified client in Derbyshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension advisor came with the pension.
How has Matthew Naylor helped you?
Matthew has managed my pension fund well and has explained everything with clarity.
Have you seen the outcome you were hoping for?
My pension fund has grown whilst giving me a good income.
Matthew:
Dear Kate, Thank you very much for taking the time to leave a review. I appreciate your kind words and I’m pleased to hear that you have found my explanations clear and easy to understand. Helping clients feel confident about their financial decisions is always a priority. It is rewarding to know that you are happy with the way your pension fund has been managed and that it has continued to grow while providing you with the level of income you were hoping for. Achieving that balance between maintaining long-term growth and meeting your income needs is an important part of financial planning. Thank you again for your trust and for allowing me to support you with your retirement planning. I look forward to continuing to work with you in the years ahead and helping you with your financial plans. Kind regards, Matt NaylorReview
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
How has Matthew Naylor helped you since your last review?
Matthew came to our home for our most recent review and as always gave clear advice on our investments , trust fund, and inheritance tax liability. After many years he has a clear understanding of our finances. He is very knowledgeable . He is always available to answer any questions we may have in between his visits and it is always a pleasure to meet him face to face. We have no hesitation in recommending Matthew .
Matthew:
Dear Janet and John, Thank you both for taking the time to leave such a thoughtful review. It is greatly appreciated. It has been a privilege to work with you over these many years since the sale of your business and I am delighted that you continue to find our reviews valuable. Your comments about the clear advice provided on your investments, trust arrangements and inheritance tax planning are particularly meaningful, as these are important areas where careful long-term planning can make a real difference. I am pleased that you feel the benefit of having an adviser who understands your financial position in depth and can provide guidance tailored to your circumstances. Building that understanding over time allows us to have more productive discussions and make informed decisions with confidence. I very much enjoy our face-to-face meetings and look forward to continuing to support you both in achieving your financial goals for many years to come. Kind regards, Matthew NaylorReview
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When Matthew moved to be an Independent Advisor I choose to remain with his services as I was very satisfied with the advice I had previously been provided
How has Matthew Naylor helped you?
Understand how finance can work for me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, the service has been excellent
Matthew:
Dear Patricia, Thank you for taking the time to leave such a considerate review and for your continued trust & confidence in my advice over the years. I am particularly grateful for your comments about choosing to continue working with me when I set up White Stone Financial Planning. Long-term relationships are incredibly important to me and it is rewarding to know that the advice you’ve received has given you the confidence to remain a client. I am also pleased that I have been able to help you better understand how your finances can work for you. One of the most valuable aspects of financial planning is providing clarity and helping clients make informed decisions that support their personal goals and aspirations. Thank you again Patricia and I look forward to continuing to support you in the years ahead. Kind regards, Matthew Naylor