Matthew Godly

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my existing pension arrangements

How has Matthew Godly helped you?

He has provided holistic financial advice on my planning as a whole

Have you seen the outcome you were hoping for?

I'm still accumulating but looking forward to seeing the end results

What could they have done better?

Nothing

Please provide a brief comment about your experience with Matthew

Good so far!

What were the circumstances that caused you to initially look for an adviser?

I decided that I need to save more for my retirement and sought advice on the best way to approach this.

How has Matthew Godly helped you?

Matthew is an excellent investment partner. He takes the time to get to know his clients and understand their needs. I believe that he is working in my best interests at all times.

Have you seen the outcome you were hoping for?

It's still early and I am some way from retirement yet but so far everything appears to be on track.

What were the circumstances that caused you to initially look for an adviser?

When COVID first started I was looking for someone to trust with my pension and investments in such an uncertain times.

How has Matthew Godly helped you?

Matthew has helped me have a greater understanding of the importance of future proofing yourself and your family and the processes needed to do this. He’s very easy to get hold of when needed and always willing to explain when the less savvy of us don’t understand. A combination of professionalism and confidence in his advice makes him a great adviser.

Have you seen the outcome you were hoping for?

Yes - has always kept me up to date with every aspect of my finances

What were the circumstances that caused you to initially look for an adviser?

I wanted to transfer the investments from my employer's pension scheme into a more appropriate vehicle for my age and financial planning. Whilst doing this it was cruicial to maintain the regular employer pension contributions, so I sought professional help.

How has Matthew Godly helped you?

The most important aspect of wealth management is trust, and I trust Matt completely. He is always contactable outside of our regular review meetings which is calming when markets become volatile.

Have you seen the outcome you were hoping for?

Yes. Performance has outstripped my employer's pension scheme.