443 reviews | 3 verified advisers
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.
Review for Chris Breward
What could they have done better?
Excellent service. Haven’t experienced any issues that they haven’t been able to resolve
What were the circumstances that caused you to initially look for a financial adviser?
Wanted advice when I was approaching retirement age
How has Chris helped you?
Very helpful, providing information and confidence that my pension being well invested
Have you seen the outcome you were hoping for?
Yes, despite changing circumstances around the world
Review for Chris Breward
What could they have done better?
Very little as far as I’m concerned
What were the circumstances that caused you to initially look for a financial adviser?
To manage my retirement pension
How has Chris helped you?
Chris has put in a plan that will hopefully secure my financial future
Have you seen the outcome you were hoping for?
Satisfied so far although I know my plan is long term
