445 reviews | 3 verified advisers
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Matthew and the Team at Wealth of Advice have been instrumental in managing and handling our investments, resulting in another year of positive growth. This, in a year of our family experiencing some tough times, health wise. I have had the assurance whereby I am confident our investments being well taken care of. Matthew is always available and extremely professional, knowledgeable and polite.
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Annual pension review
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Now being fully into retirement and utilising our pension fully for this, Matthew now ensures this part of our plan and goals are achieved through his advise and regular reviews with him to now ensure this journey is aligned and achievable for us. As an advisor Matthew is essentially now part of this journey for us through retirement to ensure we are aligned, for him and us, to ensure he can keep us on track for this and our ongoing plans going forward.
Review for Matthew Sinclair
How has Matthew helped you since your last review?
On going financial advice with respect to drawdown and tax implications.
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Matthew has continued to provide brilliant financial advice and explains everything so well. This year we started to think about inheritance planning and the most tax efficient way to manage a major purchase. I continue to be so pleased yhat I went to WOA anf have recommended to friends and family.
