450 reviews | 3 verified advisers
Review for Mike Weedon
This review is for an adviser who has since left this firm.
What could they have done better?
We are 100% satisfied with the service provided. Mike and the team at Wealth of Advice are knowledgeable, accessible and friendly.
What were the circumstances that caused you to initially look for a financial adviser?
Consolidating mine and my wife`s pensions and planning for retirement.
How has Mike helped you?
Mike has been invaluable in advising us in finding the right investment portfolio and in planning the best and most profitable plan for our retirement.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Sinclair
What could they have done better?
If anyone can better Matthew's or Wealth of Advice service, I would be amazed.
What were the circumstances that caused you to initially look for a financial adviser?
I had decided to reinvest my Company DB pension after the Company froze it recently.
How has Matthew helped you?
Matthew and His Team have and are, providing first class advice and excellent service. This applies to all aspects, from initial contact, to dealing with the handling Company on my behalf.
Have you seen the outcome you were hoping for?
The investment portfolio is still in its infancy, in uncertain times, however the pension investment remains fairly stable. This is all one can expect in the current climate.
Review for Matthew Sinclair
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and financial planning.
How has Matthew helped you?
It can be daunting contacting a financial adviser to discuss your private financial situation. From our first meeting we felt very at ease with Matthew. He explained the full services his company offered in relation to what we required- planning for our future retirement. He was very thorough in his advice and most of all he was approachable and very down to earth.
Have you seen the outcome you were hoping for?
We are very happy to date with the service provided even though we have only been with the company for 6 months.
Review for Matthew Sinclair
What could they have done better?
Nothing, I'm happy with the whole process and result.
What were the circumstances that caused you to initially look for a financial adviser?
I have wanted to set up some income protection for some time as I was concerned about potential outcomes if this was not in place. I wasn't sure what level or type of cover would be best for me or where to start looking. I approached Matthew for advice in this area.
How has Matthew helped you?
He explained the various different types of cover available and helped me work out what level of cover would be best for me by discussing my needs and covered areas I hadn't even thought about.
Have you seen the outcome you were hoping for?
Absolutely, I now know I have the correct level of cover in place for me and I feel like a weight has been lifted knowing this is now set up should it ever be needed.
Review for Matthew Sinclair
What could they have done better?
I can't think of anything they could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
I am approaching retirement and I wanted advice whether to transfer out my pension or stay in the defined benefits scheme.
How has Matthew helped you?
He explained the pros and cons of each option clearly and precisely setting out the various choices that were available to my partner and myself.
Have you seen the outcome you were hoping for?
Yes. It is early days as I have only recently transferred one of my pensions out of defined benefits. I am happy with my choice.
