Matt Fleming

Matt Fleming

Fleming & Co Wealth Management Ltd

Matt's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 1 )

Pensions ( 91 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 54 )

Auto Enrolment ( 1 )

Investments and Savings ( 87 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 26 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 65 )

Financial Mentoring ( 10 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 21 )

£100k - £200k ( 13 )

Up to £50k ( 6 )

( 1 )

£50k - 100k ( 14 )

Repeat review

by a verified client in Merseyside

7 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?

He has contacted me to check I am happy with matters. He also returns calls quickly and answers any questions I may have.n

Repeat review

by a verified client in Flintshire

8 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?

Matt took the time to assess all of my pensions and future retirement requirements. His advise was as always exceptional

Repeat review

by a verified client in Cheshire

10 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?

Kept me up to date with the change in markets

Matt:

Thanks for taking the time to leave a review, it is very much appreciated!
Repeat review

by a verified client in South Yorkshire

12 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?

I have had to make some changes to my Pension contributions and Matt helped me understand the options. He has lots of knowledge which he always presents in a professional but easy to understand way. He also bring a personal touch and a genuine kindness which made it easier for me to navigate a challenging financial time.

Matt:

Thank you for taking the time to write a review, you feedback is really important to me. If you need anything before our next meeting please get in touch.
Repeat review

by a verified client in West Yorkshire

14 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?

By helping us understand how the pension fund works now we are drawing an income from it and arranging that income over the last couple of years.

Matt:

Thanks for your feedback and 5* review! Great to hear you are happy with everything :)