Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 71 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 53 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 19 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 42 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 20 )
£100k - £200k ( 16 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Sussex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He took over from my previous advisor
How has Matthew Porter helped you?
Always very helpful with advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband used a financial adviser, so I continued to do so after his death
How has Matthew Porter helped you?
Meeting with me each year to discuss any changes in my circumstances. Being available should I have any financial queries between our annual meetings.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing to my knowledge!
Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pat Ashby of Ashby and Nightingale retired and he recommended Matthew Porter of Argentis Wealth Management
How has Matthew Porter helped you?
Mathew has kept a keen eye on our investments
Have you seen the outcome you were hoping for?
2025 has been a difficult year so far……
What could they have done better?
Nothing in the circumstances
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For access to my pension savings
How has Matthew Porter helped you?
Understood and advised on investments relative to my attitude to risk
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Better long term financial management.
How has Matthew Porter helped you?
Short and long term financial advice.
Have you seen the outcome you were hoping for?
Yes, subject to current stock market conditions.
What could they have done better?
More information on inheritance issues.