Matthew's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 113 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 87 )
Investments and Savings ( 80 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 34 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 65 )
Financial Mentoring ( 15 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 26 )
£100k - £200k ( 19 )
£50k - 100k ( 6 )
( 2 )
Up to £50k ( 5 )
Review
by a verified client in Hampshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Matthew was previously appointed as an advisor for the company pension, I then asked his advice for my personal pension.
How has Matthew Porter helped you?
Simplified things and put them in a way that I could understand.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A yak review of company pension
How has Matthew Porter helped you?
Guided me, the best way to manage my financial affairs in retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not known
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?
Already my advisor
How has Matthew Porter helped you?
With investment advice
Have you seen the outcome you were hoping for?
Yes
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?
Near retirement
How has Matthew Porter helped you?
Financial planning
Have you seen the outcome you were hoping for?
Ye
What could they have done better?
Not a lot
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Funds advice
How has Matthew Porter helped you?
Helped with financial advice
Have you seen the outcome you were hoping for?
Yes so far