Matthew Adams

Pinnacle Wealth Management LLP

Reviewed for

Mortgages ( 1 )

Pensions ( 1 )

Investments and Savings ( 1 )

Financial Planning ( 1 )

Reviewers' assets

£50k - 100k ( 1 )

Review

by a verified client in Hampshire

3 years ago

Overall

Advice

Service

Value

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

Needed some assistance in combining pensions and some advise on how best to invest my money for long term goals

How has Matthew Adams helped you?

He provided invaluable insight into the options available and suggested products that were suitable to my needs and level of investment. I saw value straight away in his proposal.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Matthew:

Thank you very much for taking the time to leave a review. Look forward our future meetings