376 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Chris Breward

July 2024

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

April 2024

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.

Review for Matthew Sinclair

April 2024

How has Matthew helped you since your last review?

Matthew has advised & helped me with information on investment for my children

Review for Matthew Sinclair

April 2024

How has Matthew helped you since your last review?

Matthew has continued to provide me with sound financial advice, ensuring that I have no worries about my financial future.

Review for Matthew Sinclair

April 2024

How has Matthew helped you since your last review?

Matthew always pays particular interest in my personal and financial goals. He has an excellent understanding of my needs going forward and our recent meeting gave me great confidence in my financial future.