Matthew's reviews
Reviewed for
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 6 )
£50k - 100k ( 2 )
Review
by a verified client in Dorset
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to transfer my pension
How has Matthew Colman helped you?
By selecting the right package with us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing other than the provider could grow the finds more quickly!!
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Matthew took over our account from our previous advisor, Russell Butts.
How has Matthew Colman helped you?
Clearly explains everything in terms we understand, is patient with us when we have questions, very knowledgeable.
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He has a lot of experience with financial matters
How has Matthew Colman helped you?
Helped me with investments
Have you seen the outcome you were hoping for?
So far very pleased
What could they have done better?
I’m very happy with his advice
Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal
How has Matthew Colman helped you?
Advice and implementation
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
No
Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial affairs disorganized after my wife's death
How has Matthew Colman helped you?
He confirmed I am on the right lines
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing