414 reviews | 3 verified advisers
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.
Review for Matthew Sinclair
How has Matthew helped you since your last review?
In an ever changing world Matthew has consistently provided me with sound financial advice. He is always reachable and ready to help in any way
Review for Joe Phillips
What were the circumstances that caused you to initially look for a financial adviser?
Help & advice was needed as an executor to a will.
How has Joe helped you?
Joe has provided excellent advice that was easy to understand, on the way forward for setting up a trust fund, providing several options and explaining them clearly, and the process ahead.
Have you seen the outcome you were hoping for?
All quickly setup! Joe made this process easy for me.
Review for Joe Phillips
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and investment advice
How has Joe helped you?
Joe is a very knowledgeable adviser who listened and provided good advice to my specific situation. Joe looked at my pension and investment options and talked through various options to allow me a better outcome when planning my retirement. The financial advice I have received is very professional and helpful. Joe advised the best options for me, under my circumstances and with my funds. Joe has given me a professional and personable service to allow me to retire early at 58. The service Joe and the WOA team gives is exceptional.
Have you seen the outcome you were hoping for?
Yes-I like how Joe is at the end of the phone if I need anything answering, the WOA portal is a great, giving me immediate access to my portfolio.
