58 reviews | 2 verified advisers
Review for Matthew Forbes
What were the circumstances that caused you to initially look for a financial adviser?
To manage my pension fund and overall financial advice My only complaint is not with Matthew, he has always been very helpful and clear with his advice. But I feel that SJP's fees are high, this has been highlighted in the press quite a lot recently.
How has Matthew helped you?
He has advised me on how best to use what funds I have and how to manage my attitude to risk, and provide a good income. He always gives good advice.
Have you seen the outcome you were hoping for?
Overall yes, my pension fund seems to be doing quite well.
What could they have done better?
In terms of service I don't think there is anything
Review for Matthew Forbes
What were the circumstances that caused you to initially look for a financial adviser?
Wanted some Financial help with sorting things through for the future
How has Matthew helped you?
We have set up a Pension plan - put in place, savings & had advice about future retirement plans
Have you seen the outcome you were hoping for?
Yes pension is working well & savings generally more protected.
What could they have done better?
N/a
Review for Matthew Forbes
What were the circumstances that caused you to initially look for a financial adviser?
I have known Matt and his family for many many years
How has Matthew helped you?
With financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Look at the management fees
Review for Matthew Forbes
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement advice
How has Matthew helped you?
Matthew is very open and honest He listens and gives advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review for Matthew Forbes
What were the circumstances that caused you to initially look for a financial adviser?
Understanding best how to invest funds for a decent return and plan for the future
How has Matthew helped you?
Good suggestions/recommendations with clear explanations
Have you seen the outcome you were hoping for?
Yes
