380 reviews | 2 verified advisers
Review for Matthew Sinclair
What could they have done better?
Don’t think there is anything more Matthew and the team at Wealth of Advice could have done to make the process any better
What were the circumstances that caused you to initially look for a financial adviser?
I needed more freedom to manage my pension fund than my work’s pension fund would allow
How has Matthew helped you?
Matthew was recommended by my childhood friend. He spoke to me in plain English and explained in detail the options open to me. The pension fund I was transferring out of made the transfer as long winded as possible. Throughout the process Matthew ensured I was kept up to date with progress of the transfer on a regular basis
Have you seen the outcome you were hoping for?
Yes. Once everything had gone through I was more than happy with the results
Review for Matthew Sinclair
What could they have done better?
I cant think of anything to improve this service. WOA is very efficient and more importantly approachable, down to earth and friendly. This starts with Matthew and Chris with their wide range of knowledge and includes all of the office and back office staff who are so good at what they do. The app is excellent and Chris, Matthew and the team actively look for ways to interact with and inform their clients.
What were the circumstances that caused you to initially look for a financial adviser?
Initially I was coming toward retirement and needed to manage this transition.
How has Matthew helped you?
Matthew sorted everything out for me regarding my pensions and savings requirements. He sorted all of my pension transfers , annuity and savings and assisted with my Power of Attorney set up.
Have you seen the outcome you were hoping for?
Yes. I have been delighted with my interactions with WOA and especially with all of the help and guidance which Matthew has provided. We continue to talk and review my financial plans for the future including inheritance planning and care for my dependant family members. I feel that the right balance has been struck to protect my daily needs as a, now retired, person and my future plans for my children and grandchildren.
Review for Matthew Sinclair
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Matthew helped you?
Mathew has been instrumental in assisting us achieve our current plan for retirement including investment, mortgage settlement, LPAs, wills and general solid financial guidance.
Have you seen the outcome you were hoping for?
Yes absolutely, since meeting Mathew we have made some tremendously positive lifestyle changes, shorter working wee, sound investments and the purchase of a second home for weekend retreats
Review for Chris Breward
What could they have done better?
Can not think of anything as first class information and monthly updates to inform you whats happening in the world to keep you upto date.
What were the circumstances that caused you to initially look for a financial adviser?
Have been with Wealth of Advice for a number of years and always had good advice from all of the staff and very pleasant.
How has Chris helped you?
Chris has made a big differance to my pension as Idid not have a clue what to do but over the years have learnt a lot more than I did about finances.
Have you seen the outcome you were hoping for?
Yes the portfolios I have been in have had finances grow apart from covid but bouced back like he said.
Review for Matthew Sinclair
What could they have done better?
Not applicable!
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for pension advice.
How has Matthew helped you?
Matthew has given clear and detailed information in a very easy to understand form on pension advice. He has offered a few options for different scenarios.
Have you seen the outcome you were hoping for?
Yes, very much so.
