69 reviews | 2 verified advisers
Review for Toby Freeman
What were the circumstances that caused you to initially look for a financial adviser?
Looking to maximise income & investments
How has Toby helped you?
Toby's been unbelievably supported providing quality advice on investments
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Forbes
How has Matthew helped you since your last review?
Matthew continues to keep my planning on an even keel. The regular reviews come around surprisingly quickly. And there are always important things that need discussing. As I approach 60 I have really needed Matt to guide me towards some big events.
Review for Toby Freeman
What were the circumstances that caused you to initially look for a financial adviser?
I have been looking for a financial planner for a while due to having had no help prior to meeting Toby
How has Toby helped you?
Toby has help reassure my current standing and helped plan for the future. A fantastic person with a heart that cares for you as an individual. Every conversation has felt easy and productive!
Have you seen the outcome you were hoping for?
I have indeed seen outcomes and will enjoy the ongoing relationship with Toby.
Review for Matthew Forbes
How has Matthew helped you since your last review?
Matthew has continued to provide up to date advice and support in the same personable and “tailor made” style which suits the whole family’s needs. He reviews our situation regularly with face to face meetings at home and impromptu phone and Teams calls as/when needed. His support is invaluable which is much appreciated-many thanks Matthew!
Review for Matthew Forbes
How has Matthew helped you since your last review?
I have received advice from Matthew on moving money to maintain my home. Also on the purchase of a car in the last year.
