60 reviews | 1 verified advisers
Review for Matthew Forbes
How has Matthew helped you since your last review?
Quick to respond when advice is needed. My annual review was reassuring, and I know he understands what my priorities are whilst maintaining a good retirement income.
Review for Matthew Forbes
How has Matthew helped you since your last review?
As I said last year, Matthew's ongoing advice has continued to give us comfort in my retirement as we juggle two homes and support our four children in the difficult financial world they find themselves. His support and counsel has been unstinting over many years.
Review for Matthew Forbes
How has Matthew helped you since your last review?
I'm almost always impressed by the service I receive which seems well-tailored to my needs. My slight reservation is mainly attributable to the introduction to the service of what seems to be an intermediary organisation for the making of appointments. This has the effect of decoupling the previous sense of personal engagement.
Review for Matthew Forbes
How has Matthew helped you since your last review?
He has been proactive and always responsive with my circumstances, and helped pass on a contact to help me with purchases which I respect.
Review for Matthew Forbes
How has Matthew helped you since your last review?
Explained the portfolio to us and reaffirmed our goals and expectations on future income. Also recapped our current schedule of drawing down in the next 12 months.
