386 reviews | 3 verified advisers
Review for Matthew Sinclair
How has Matthew helped you since your last review?
Apart from keeping us informed on the progress of my pension scheme Matthew has given us invaluable information concerning the best way for our family to set up a trust for our autistic grandson to help care for him in later life.
Review for Joe Phillips
What could they have done better?
Nothing—Joe could not have been better.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to plan ahead and ensure that my future is secure—I'm not experienced with money and needed advice.
How has Joe helped you?
Joe has helped me start my personal portfolio and pension, offering fantastic advice at every step. He's very knowledgeable, considers the whole picture, and looks out for my best interests at every step. Not only this, but he has gone above and beyond to research options related to my circumstances, for example looking up specific ideas for insurance, and presenting helpful alternatives.
Have you seen the outcome you were hoping for?
Yes! I've started my portfolio and pension, and I'm feeling confident it will ensure my future is secure.
Review for Matthew Sinclair
What could they have done better?
I can`t think of anything specific as every time i asked for advice on something Matthew sorted it quickly.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to review my finances with a view to taking early retirement.
How has Matthew helped you?
Matthew very patiently explained my financial situation in a clear and easy to understand way.He continually checked that i was happy with what he was suggesting and was always willing to hear my input and concerns.The work that he has done for me has brought me peace of mind and left me ready to tackle retirement.He also provided advice gleaned from talking to many of his clients and helped outline a plan for what happens after retirement.All of this advice was incredibly useful.
Have you seen the outcome you were hoping for?
Absolutely,I will be taking early retirement in December and have a clear plan ahead.
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?
I wanted advice on pensions and investments.
How has Matthew helped you?
He has given me information on how my pension and investments are performing.
Have you seen the outcome you were hoping for?
Yes.
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
