Matthew's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 103 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 79 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 31 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 58 )
Financial Mentoring ( 13 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 23 )
£100k - £200k ( 17 )
£50k - 100k ( 6 )
( 2 )
Up to £50k ( 5 )
Review
by a verified client in Hampshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Came with the works pension package
How has Matthew Porter helped you?
Always offered good and sound advise
Have you seen the outcome you were hoping for?
The markets were very good this year and exceeded my expectation
What could they have done better?
I don’t always get a quick response to my emails, one outstanding now. I can never quite grasp the fees structure, it’s very complicated and I do wonder why I pay the amounts I do?
Review
by a verified client in West Sussex
20 days ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Have ised advisory services for a few years now, initially to plan my retirement income
How has Matthew Porter helped you?
Matthew is very helpful, taking time to understand our needs and our assets
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at this time
Review
by a verified client in Wiltshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were previously with AE Financial Services Ltd. who had originally been recommended by our accountant.
How has Matthew Porter helped you?
Matthew has answered all our questions and advised when we were unsure of our next decision.
Have you seen the outcome you were hoping for?
yes!
What could they have done better?
While we were very happy to have our meetings on Zoom, I would love him to get a better internet connection!!!!!
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through my workplace pension scheme.
How has Matthew Porter helped you?
By helping me to understand what is a complicated subject and providing sound advice for making the most of my available pensions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
The printed reports are not as clear and easy to read as I would like.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company Pension
How has Matthew Porter helped you?
He reviews my company pension and we discuss other financial matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with all dicussions