Matt Tilley

What were the circumstances that caused you to initially look for an adviser?

Needed professional advice on the most suitable mortgage available.

How has Matt Tilley helped you?

I was extremely pleased with the service I received from Matt. He responded to any queries promptly and efficiently. Would recommended him.

Have you seen the outcome you were hoping for?

Yes. Very happy with outcome.

What could they have done better?

The service was exemplary - no improvements could have been made.

What were the circumstances that caused you to initially look for an adviser?

My retirement took place with many financial management issues. I have several pensions and savings accounts that required expert assistance.

How has Matt Tilley helped you?

Very happy with how Matt helped me resolve lots of questions and look forward to a long term engagement. Will be recommending his services to others.

Have you seen the outcome you were hoping for?

The early signs are very good.......I am confident that we are heading in the right direction.

What could they have done better?

I have no comparison to say how much better Matt could have presented the portfolio we adopted. He is the consummate professional and his approach has been very satisfactory thus far. If I had one criticism of the process is the huge amount of paperwork involved. Very large documents with acres of writing. If this could be reduced and the security of the product/client maintained I am sure we would all be a lot happier.

What were the circumstances that caused you to initially look for an adviser?

When I retired I needed advice on the investment of my pension.

How has Matt Tilley helped you?

He always explains the advice in an understanding way. He is patient and conscientious in his approach.

Have you seen the outcome you were hoping for?

I am happy with my situation and know I can approach Matt for any advice at any time.

What could they have done better?

I have no suggestions to improve team service provided.

What were the circumstances that caused you to initially look for an adviser?

I wanted to build finance security when I retired.

How has Matt Tilley helped you?

From the beginning Matt has been tremendous in his advice and knowledge and has achieved financial security for me. I recently had a family crisis and asked Matt to visit me and check if my plans were correct. Because of his patient listening manner and knowledgeable advice he helped not only to solve this crisis but actually made family situation better.

Have you seen the outcome you were hoping for?

Financially I am better off which I am very grateful to Matt. Not only in Investments , which have done well, but in personal matters he has been a wonderful help and adviser.

What could they have done better?

I honestly cannot think of anything Matt cold do better, Investments doing well, his advise has been invaluable, perhaps I could say that I wish he would visit every week !!!

How has Matt Tilley helped you?

“Matt is a very personable young man who steered me through advice on pensions. He went over and above his remit by liaising with my solicitor (and quite frankly getting the answers about the pension transfer that my solicitor failed to get!) Having a financial adviser was not what I envisaged, but due to a divorce, it was a necessity. Matt put me at ease instantly.”