Matt Fleming

Matt Fleming

Fleming & Co Wealth Management Ltd

Matt's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 1 )

Pensions ( 99 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 59 )

Auto Enrolment ( 1 )

Investments and Savings ( 92 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 29 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 72 )

Financial Mentoring ( 13 )

Financial Coaching ( 4 )

( 3 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 22 )

£100k - £200k ( 13 )

( 1 )

£50k - 100k ( 15 )

Up to £50k ( 7 )

Repeat review

by a verified client in Cheshire

2 months 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 has been really helpful in finding pensions and giving my family expert financial advice as we are nearing retirement

Repeat review

by a verified client in Wrexham

2 months 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?

keeping us updated

Repeat review

by a verified client in Cheshire

3 months 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?

As a newly retired person Matt has assisted with spreading my savings around various funds to achieve a lower risk profile whilst maintaining a satisfactory rate of return on investment.

Repeat review

by a verified client in Cheshire

3 months 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?

Offers an excellent personable arrive and is always available via phone or in person

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Matt

I needed to engage a financial advisor to help me with my finances. Matt was recommended to me by a friend. When you receive a recommendation by word of mouth you expect to receive good service. Matt has delivered and provided an excellent service so far and will continue to do so going forward as long as I need him to. I cannot thank Matt enough.

Matt:

Thanks for leaving feedback. It has been a pleasure helping you.