Matt's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 96 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 56 )
Auto Enrolment ( 1 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 28 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 69 )
Financial Mentoring ( 12 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 21 )
£100k - £200k ( 13 )
Up to £50k ( 6 )
( 1 )
£50k - 100k ( 15 )
Review
by a verified client in Cheshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I directly invested in the stock market and felt I was not sufficiently competent to be doing so. At the time redundancy was looming and I required advise pension management.
How has Matt Fleming helped you?
Matt has sorted out sundry investments which are now consolidated in a more manageable format which gives a better return, certainly with less stress. I feel that Matt has a good understanding of my financial situation and attitude to risk.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Repeat review
by a verified client in Staffordshire
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matt Fleming helped you since your last review?
Yes
Matt:
Thank you for taking the time to leave a 5* review - much appreciated!Repeat review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matt Fleming helped you since your last review?
Continues to keep up to date with any changes.
Matt:
Great to see you recently and thanks for leaving feedback - it is a pleasure working with you!Repeat review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matt Fleming helped you since your last review?
Annual review on pensions and to advise our daughter on how to set up for the future, always sound and practical advice from Matt
Matt:
Thanks for your feedback, it is greatly appreciated. If you need anything before our next meeting, please feel free to contact me.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Matt
Matt was highly understanding of my financial needs, and my expectations were exceeded. He explained everything clearly, precisely, and in a way that was easy for me to grasp. His knowledge was excellent, and he was both approachable and professional throughout our interaction. I truly appreciate his guidance and expertise.
Matt:
Thanks for taking the time to leave a review, much appreciated! Good luck with your future endeavours!