April 2023
I have been really impressed with the service from Matthew, he has gone the extra mile and ensured I had the best information and advice for my needs. He also makes a point to check that everything has happened as we planned and follows up any outstanding issues. I will come back to him again as he has my trust. Friendly, professional service.
May 2023
Matthew is a bright and enthusiastic financial advisor! He really helped to identify my financial goals; review my expenses and set saving targets. His advice will prove highly useful and his knowledge of the markets is second to none. Would very much recommend!
May 2023
I recently had the pleasure of working with Matt and from the outset I was impressed by his professionalism and knowledge. Matt is an excellent communicator, evident by the time he took to understand my financial needs, goals and concerns. He carefully walked me through every stage of the financial planning process, explaining the different investment options available and what to expect financially as my portfolio grows. His expertise in the field was evident from the personalized investment plan he created for me, which aligned with my financial objectives perfectly. Overall, I had a great experience working with Matt and would highly recommend him to anyone who is looking for a qualified and experienced financial advisor.
May 2023
Discussing finances can be a daunting experience, however, Matthew made me feel at ease straight away. He tailored a financial plan specifically for my needs... and crucially, explained it to me in a way that was easy to understand, with clear, achievable, and actionable steps. Thanks Matthew!
May 2023
My experience with Matthew has certainly been one of learning, from my side. He always comes to our meetings well prepared with a strong knowledge of financial markets. Always very easy to talk to and allows me to feel comfortable sharing sensitive information. Matthew also made me think about different strategies in regards to what to do with my money and is a great person to talk through different ideas with. I find our calls incredibly helpful and look forward to working together for many years to come.