Matthew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 23 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
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 South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Look after my pension
How has Matthew Naylor helped you?
Looked at the best way to invest the money for the best returns for medium risk.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing it’s using your knowledge of world markets to get the best returns for the client.
Matthew:
Thank you for your thoughtful review Ashley. I really appreciate you taking the time to share your experience. I'm pleased that you highlighted my knowledge of world markets and how this has helped in working towards the best possible returns for you. Taking the time to understand your pension objectives and your medium risk approach is a crucial part of building a strategy that is both suitable and sustainable. It is good to know that you have felt confident in the way your pension has been invested and that the outcome so far has met your expectations. Providing clear guidance around pension planning and ensuring investments are aligned with a client’s attitude to risk and long-term goals is always at the heart of my advice process. I look forward to continuing to support you and helping you navigate the opportunities and challenges that global markets can present over time. Kind regards, Matt NaylorReview
by a verified client in Nottinghamshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous financial advisor taken over by large multi national
How has Matthew Naylor helped you?
Personal contact with excellent advice
Have you seen the outcome you were hoping for?
Yes, continuing improvement in asset management
What could they have done better?
Little or nothing
Matthew:
Thank you Mike, for taking the time to share your experience. It is encouraging to know that you feel little or nothing could have been done better, and I truly appreciate your kind words about the personal contact and advice you have received. I understand how unsettling it can be when a trusted adviser is taken over by a large firm, and I am pleased that our work together has brought the reassurance and personal service you were looking for. It is rewarding to hear that you are seeing the continuing improvement in asset management that you hoped for, as this reflects the long-term approach we have developed together. For me, financial advice is not only about numbers but also about building a trusted relationship and ensuring you always feel supported in your decisions. Reviews such as yours highlight the value of tailored advice, and I look forward to helping you continue to make the most of your assets in the years ahead.Review
by a verified client in Nottinghamshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser were bought out by larger company and I felt that the customer relations was not as good as the one to one I was getting previously so I moved to Whitestone
How has Matthew Naylor helped you?
Matthew has always given accurate information and advice at each yearly meet and also meets at my home so no travelling involved.
Have you seen the outcome you were hoping for?
Each year Matthew visits and gives advice as to how things are performing and todate have not had any cause to question his advice.
What could they have done better?
Nothing
Matthew:
Dear John, Thank you for leaving such a kind review. It means a lot to know that our yearly meetings give you the clarity and reassurance you need. I’m especially glad that meeting at your home makes things easier and more relaxed for you, as I want the advice process to feel as straightforward and personal as possible. One of the things I value most is building genuine, long-term relationships, so it’s lovely to hear that you’ve felt the benefit of that one-to-one approach. Knowing that you’ve been happy with the guidance each year, and have never had cause to doubt the advice, is exactly the outcome I hope for with every client. Thank you again for your trust and support. I look forward to catching up at our next meeting and continuing to help you with your plans for the future. Warm regards, Matthew NaylorReview
by a verified client in South Yorkshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look after my private pension
How has Matthew Naylor helped you?
Matt visits every year and informs me of how my pension is performing, he has patiently explained and advised me of all options available to me, especially reflecting my changing circumstances.
Have you seen the outcome you were hoping for?
The outcomes are consistent with the advice I have been given
What could they have done better?
Nothing
Matthew:
Thank you Jeanette for sharing your positive and considered review. It's good to hear you’ve found our annual meetings helpful and that the guidance has supported you through your changing circumstances. It’s encouraging to know that the outcomes have aligned with the advice given — a clear reflection of your engagement and commitment to making informed decisions. Providing clear, patient explanations is something I always aim for, particularly when navigating the complexities of pensions and retirement planning. It’s great to know this approach has made a positive difference for you. Thank you again for your kind words and continued trust. It’s a privilege to support your financial journey.Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We first met Matthew through our Company Pension Scheme when Matthew took over our account
How has Matthew Naylor helped you?
He has always explained things clearly without any overoptimistic promises.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Matthew:
Thank you Jill, for taking the time to share your experience. It’s been a pleasure working with you over the last few years and I’m pleased to hear that you’ve found our discussions clear and helpful. I truly value your feedback, particularly your comments about the clarity of our conversations and the importance of avoiding over optimistic promises. It’s always my aim to provide realistic, transparent guidance so you can make informed decisions with confidence. I look forward to continuing to support you in achieving your financial goals over time. Warm regards, Matthew Naylor