Matthew's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 43 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 1 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 10 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 12 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ill health
How has Matthew Aitchison helped you?
Mat helped explain all options and how to manage them clearly and comprehensively and was always mindful and extremely considerate of our circumstances.
Have you seen the outcome you were hoping for?
Definitely
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and my self needed the professional advice and guidance on setting up a pension fund
How has Matthew Aitchison helped you?
Most certainly his guidance and professional service has been outstanding
Have you seen the outcome you were hoping for?
Most certainly with warmth and compation and a really sound advice
What could they have done better?
I don't think anything could have been done more
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Matthew
Matthew really listened to our concerns and understood what was important to us financially. There was no pressure to do anything and his suggestions were definitely aligned to our needs.
Review
by a verified client in Bedfordshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for financial planning supporting focusing on retirement. We were recommended to meet Matthew by friends.
How has Matthew Aitchison helped you?
Matthew has been hugely helpful in supporting us creating an appropriate financial plan and asking question to help guide us to a highly personalised solution.
Have you seen the outcome you were hoping for?
We are now close to our retirement goals and we plan is coming to fruition. But the anpproach still anllows for flexibility if & when we change our minds. Our discussions are usually good fun too - how often can you say that about financial planning!
What could they have done better?
Nothing so far!
Review
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Matthew was initially recommended by my solicitor to help with pension advice as I approach retirement
How has Matthew Aitchison helped you?
Matthew has provided all the advice I needed on specific pension queries but also on a much broader overview of my current financial situation and how that fits with future plans and goals
Have you seen the outcome you were hoping for?
I have found the exercise a hugely beneficial process - Matthew has really helped me cut through all the detail and be in a position to understand my current and future financial position much more easily and consider options in line with my goals. He was able to explain complex financial information particularly on current investment products and pensions and despite having a financial background myself, he was a mine of information on personal finance including tax implications. He's really approachable and customer service has been excellent.
What could they have done better?
Can't think of anything!