420 reviews | 3 verified advisers
Review for Joe Phillips
What were the circumstances that caused you to initially look for a financial adviser?
Wealth Of Advice was recommended to me by a family friend.
How has Joe helped you?
Joe took on my initial enquiry and from the outset has helped guide me and family members through decision making for trust funds and pension planning. Joe has been super-responsive to all our questions and needs. He has been a first-class help to us all!
Have you seen the outcome you were hoping for?
Yes.
Review for Matthew Sinclair
What could they have done better?
Nothing, a truly excellent service from start to finish.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to retire early and wanted to explore what options were open to me and that would continue to support my wife and children should I die.
How has Matthew helped you?
He has given lots of advice to me on this very important subject, going above and beyond by answering countless emails from myself. The explanations and advice given during the consultation period certainly gave me plenty to think about, indeed I had never even considered the route of the annuity until then. The meeting at their office helped clarify matters further, with plenty of written information passed over and explained to me.
Have you seen the outcome you were hoping for?
Yes, as the pension route of the annuity that Matthew offered allows me to retire early.
Review for Matthew Sinclair
How has Matthew helped you since your last review?
As well as the financial services Matthew offers I asked his advise on personal matter which was extremely helpful
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Regular updates on all current situations and market updates
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Matthew fully understands my financial position and how best to implement it. This was recently tested when I spoke to him concerning releasing some funds for a property investment. With this understanding and knowledge of my finances he made the process very easy and put my mind at rest.
