Matt Fleming

Matt Fleming

Fleming & Co Wealth Management Ltd

Matt's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 1 )

Pensions ( 97 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 58 )

Auto Enrolment ( 1 )

Investments and Savings ( 92 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 28 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 71 )

Financial Mentoring ( 13 )

Financial Coaching ( 4 )

( 3 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 21 )

£100k - £200k ( 13 )

Up to £50k ( 6 )

( 1 )

£50k - 100k ( 15 )

Repeat review

by a verified client in Cheshire

2 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?

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

First impression

by a VouchedFor user

10 days 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.
Repeat review

by a verified client in Lancashire

21 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?

Confirmed our investments are still correct in this volatile financial market.

Matt:

Thanks for leaving a 5* review Ian, great to hear such positive feedback. If you need anything, you know where I am.
First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Matt

Thoughtful and very professional. Understands the clients needs and gives the best advice.

Review

by a verified client in Cheshire

2 months 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

Matt:

Thanks for taking the time to leave a review, it really is appreciated. If you need anything before our next meeting, please feel free to contact me.