Matthew's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 5 )
Pensions ( 47 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 38 )
Auto Enrolment ( 1 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 30 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 36 )
Financial Mentoring ( 6 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 13 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Repeat review
by a verified client in Cornwall
4 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
As I said last year, Matthew's ongoing advice has continued to give us comfort in my retirement as we juggle two homes and support our four children in the difficult financial world they find themselves. His support and counsel has been unstinting over many years.
Repeat review
by a verified client in Wiltshire
6 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
I'm almost always impressed by the service I receive which seems well-tailored to my needs. My slight reservation is mainly attributable to the introduction to the service of what seems to be an intermediary organisation for the making of appointments. This has the effect of decoupling the previous sense of personal engagement.
Repeat review
by a verified client in London
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
He has been proactive and always responsive with my circumstances, and helped pass on a contact to help me with purchases which I respect.
Repeat review
by a verified client in East Sussex
25 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
Explained the portfolio to us and reaffirmed our goals and expectations on future income. Also recapped our current schedule of drawing down in the next 12 months.
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
Our world is ever changing and we are now looking to get Matt’s advice as to how to navigate our next steps - especially gifting