245 reviews | 4 verified advisers
Nothing
Retirement
Good advice and understanding of my wishes
Yes
Nothing. Advice & support to date has been outstanding.
Re locating my pension funds & life insurance for myself & my wife.
Very understanding ans supportive. Great listener.
Yes
Nothing
I was into my late 50's and had a number of workplace pension schemes. I had also married again and moved house a few times so I had lost track of some of them and they had lost track of me.
Matt advised me what to consolidate and what to leave in place. He explained how it all tied together and how it dovetailed with the state pension schemes. He helped me locate who to contact to advise them of my latest address. He explained what Beaumont would do and what my options were very clearly. Even though my schemes are worth a lot less than many of the clients he deals with I got the impression he gives the same level of service, respect, courtesy and consideration whomever you are. In addition, if you have other queries e.g. retirement possibilities and scenarios, he will answer them quickly and in full.
Absolutely! I now have control of my schemes and my investments have done well.
Nil
On my retirement and the need to couple two small retirement plans, Into a single Flexible Retirement Drawdown scheme.
He has offered sound advise on my Drawdown Scheme and has made me aware of potential risks and disadvantages of making withdrawls. When making a withdrawl, he has processed the paperwork for me; leading to a satisfactory conclusion.
Yes
Not a lot
We had significant investments not working very hard for us
Helped us with risk assessments and advised investment strategy appropriate to these risk assessments
We see a gradual increase in performance