Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 26 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 14 )
£100k - £200k ( 2 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
Review
by a verified client in Buckinghamshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to take early retirement and needed advice on the options available to me.
How has Matthew Stevens helped you?
Clearly explained options available and fully reviewed the position with all my pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing specific.
Review
by a verified client in Hertfordshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was left an inheritance and needed my money to work for my future. Matthew was recommended to me
How has Matthew Stevens helped you?
Matthew set up savings ISAs and a pension fund and has always been available for advice and to answer any questions I may have
Have you seen the outcome you were hoping for?
Yes more than I hoped for
Review
by a verified client in Middlesex
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited some money and investments following my parents' death - Matthew had provided excellent advice to them so I felt confident he would advise me just as well, as I approach retirement in the next 10 years
How has Matthew Stevens helped you?
Matthew helped me understand the investments I inherited and provides ongoing advice on how I should invest my money, with a view to making the best preparations for retirement
Have you seen the outcome you were hoping for?
Plans are long-term - I am confident that the advice Matthew provides is sound and will result in the best possible outcome
Review
by a verified client in Hertfordshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for diversified investment on a platform
How has Matthew Stevens helped you?
Executed the above
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my investments.
How has Matthew Stevens helped you?
He has given me advice specific to my circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really.