Matthew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 8 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Repeat review
by a verified client in Essex
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Newsome helped you since your last review?
Answered some questions I had on LPA and inheritance issues.
Repeat review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Newsome helped you since your last review?
Matthew provided a thorough 2023 annual review, explaining options etc.
Matthew:
Thank you for your kind feedback. It is a pleasure to help you with your financial planning, and if there is anything I or my team can do to help between reviews, please do not hesitate to contact us. Many thanks.First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Matthew
Matthew was exceptionally knowledgeable and always clear and concise with his explanations. No question was a silly question! He helped provide the vital tools and understanding of a complex situation to enable us to make an informed decision regarding early retirement options and retirement planning.
Matthew:
Thank you very much for your kind review. I am pleased I was able to bring some clarity to your current situation and will be available to you in the future should you need further help and advice. Best wishes, MatthewReview
by a verified client in Hertfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for advice on financial planning.
How has Matthew Newsome helped you?
Mathew has always been there for support and guidance in matters of financial planning.
Have you seen the outcome you were hoping for?
The outcome has been more than satisfactory.
What could they have done better?
Due to the recent years of turbulent money markets, probably not much.
Matthew:
Thank you for your very kind review. Always a pleasure to work with you and your family, and I will be on hand to assist again in the future, as and when required.Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended Matthew about 7/8 years with regard to amalgamating various pensions.
How has Matthew Newsome helped you?
Matthew has been amazing not just advising on my pensions but also with financial assistance after my husband passed away.
Have you seen the outcome you were hoping for?
Yes even though the last few years haven't been as fruitful due to economic circumstances.
What could they have done better?
I don't believe they could have done anything better it is the time we are living in.