69 reviews | 1 verified advisers
Review for Matthew Forbes
How has Matthew helped you since your last review?
Quite a lot has happened recently, including a medical issue. Matt was on hand to help with the insurance claim and tailor things appropriately. Otherwise performance has been good and allocations and withdrawals positive.
Review for Matthew Forbes
How has Matthew helped you since your last review?
Good advice on inheritance planning
Review for Matthew Forbes
How has Matthew helped you since your last review?
We have worked with Matt and the team to sync our whole of life cover to reflect the new share structure in the business.
Review for Matthew Forbes
How has Matthew helped you since your last review?
Always professional, never over steps the mark.
Review for Matthew Forbes
How has Matthew helped you since your last review?
yes
