61 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Matthew Forbes

February 2026

How has Matthew helped you since your last review?

The usual high quality advice based on Matthew’s extensive knowledge and experience and with new experienced team members to help even more.

Review for Matthew Forbes

July 2025

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

July 2025

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

July 2025

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

July 2025

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.