28 reviews | 4 verified advisers
Review for Matthew Crawshaw
What could they have done better?
nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Having sold the family home, and downsized, we had significant capital that needed managing and investing.
How has Matthew helped you?
Consistent advice for more than 10 years, that has enabled our capital to grow as well as providing regular quarterly payments.
Have you seen the outcome you were hoping for?
Definitely, we feel secure.
Review for Matthew Crawshaw
What could they have done better?
Not being a financial adviser I cannot comment on whether he could have done better. He has always given good advice.
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on pension and general financial matters.
How has Matthew helped you?
Matthew has always taken time to understand both my financial and personal situation. His advice on savings and pension plans has always been and still is valuable.
Have you seen the outcome you were hoping for?
Always.
Review for Matthew Crawshaw
What could they have done better?
The first financial services company, before Matthew joined, recommended the investment that failed in 2008. It transpired that the failed company was highly geared and vulnerable to changes in the market. My recollection is this was not adequately pointed out at the time we made the investment.
What were the circumstances that caused you to initially look for a financial adviser?
In 2003 I sold a business in which I had invested and was able to benefit from the sale of my shares. I asked three financial services companies to make proposals for the investment of my cash and decided upon one that had gave me the confidence that it was most able to provide an independent financial service and ensure an acceptable balance of investments to generate long term sustainable and regular income.
How has Matthew helped you?
Matthew joined the financial services company shortly afterwards and quickly impressed us, initially as support to the senior advisor and eventually as the main advisor. Over 23 years he has continued to impress, and guided our portfolio throughout. Together we were able to navigate the issues caused by fluctuations in the global markets to ensure continued growth overall, whilst providing good income.
Have you seen the outcome you were hoping for?
Overall yes, but it could have been better. The 2008 financial crisis caused failure of one of our investments that left a significant hole. It was a worrying time! However through judicial management of the remaining portfolio it fully recovered with the additional benefit of being able to use the loss to nullify capital gains tax liabilities. Thoughout Matthew was a steady and reliable influence.
Review for Matthew Crawshaw
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Receiving an inheritance
How has Matthew helped you?
Steered us in the right direction
Have you seen the outcome you were hoping for?
So far, yes
Review for Matthew Crawshaw
What could they have done better?
Nothing that I can think of!
What were the circumstances that caused you to initially look for a financial adviser?
I was left money by my mother and needed advice as to how it could be invested in order to top up my pension.
How has Matthew helped you?
Matthew has guided and supported me through my investments giving me the confidence I needed that I have sufficient funds going forward.
Have you seen the outcome you were hoping for?
Yes, and I appreciate that over time the markets do fluctuate according to international factors.
