Matthew Hignett

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

Savings in time-limited bonds -- needed more flexibility

How has Matthew Hignett helped you?

Assigned investments suitable for my needs and risk awareness

Have you seen the outcome you were hoping for?

Well, investments haven't grown as much as I would hope, but better recently.

What could they have done better?

Probably nothing -- market dependancy based on my desire for lowish risk

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

Looking for direction

How has Matthew Hignett helped you?

Shown us the best products for our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was considering a partial retirement and I was referred to Beaumont Wealth by a government web-site.

How has Matthew Hignett helped you?

Helped to plan out options that I may have regarding work and drawdown.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing comes to mind.

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

Had different pensions to consolidate and several investment properties.

How has Matthew Hignett helped you?

Invested pensions so that we can draw down as required. Released funds in a tax efficient way.

Have you seen the outcome you were hoping for?

Generally, yes. Investments are volatile but have performed within expected parameters.

What could they have done better?

Made even more money.

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

I was retiring from work, selling my house, I had a work pension, I wanted to put money away for my grandchildren, I didn't know where to start.

How has Matthew Hignett helped you?

Where do I start, Matt helped me sort through my financial plans for the future. He really listens, he is so personable and knowledgeable I really couldn't have done it without his help

Have you seen the outcome you were hoping for?

Absolutely and more

What could they have done better?

Nothing

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

SOURCED THROUGH BEAUMONTWEALTH.CO.UK

How has Matthew Hignett helped you?

YES

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING REALLY I, I RELY ON MATT'S ADVISE

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

Needed to find a good advisor to insure I got the best growth for my pension. My previous provider was unsatisfactory

How has Matthew Hignett helped you?

Given me confidence in the investment decisions I've made

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No suggestions

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

Re locating my pension funds & life insurance for myself & my wife.

How has Matthew Hignett helped you?

Very understanding ans supportive. Great listener.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Advice & support to date has been outstanding.

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

I was into my late 50's and had a number of workplace pension schemes. I had also married again and moved house a few times so I had lost track of some of them and they had lost track of me.

How has Matthew Hignett helped you?

Matt advised me what to consolidate and what to leave in place. He explained how it all tied together and how it dovetailed with the state pension schemes. He helped me locate who to contact to advise them of my latest address. He explained what Beaumont would do and what my options were very clearly. Even though my schemes are worth a lot less than many of the clients he deals with I got the impression he gives the same level of service, respect, courtesy and consideration whomever you are. In addition, if you have other queries e.g. retirement possibilities and scenarios, he will answer them quickly and in full.

Have you seen the outcome you were hoping for?

Absolutely! I now have control of my schemes and my investments have done well.

What could they have done better?

Nothing

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

We had significant investments not working very hard for us

How has Matthew Hignett helped you?

Helped us with risk assessments and advised investment strategy appropriate to these risk assessments

Have you seen the outcome you were hoping for?

We see a gradual increase in performance

What could they have done better?

Not a lot

Please provide a brief comment about your experience with Matthew

Matthew Hignett is very personable, listens well, had obviously read all the information I had sent to him pre meeting and was able to provide answers to my questions in a full, succinct manner. His help is immeasurable and he has given me the knowledge and confidence to know I am on the "right track". I highly recommend Matthew Hignett and will definitely use his services again.

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

As I was approaching retirement l wanted to make sure my money was being invested reliably.

How has Matthew Hignett helped you?

To have him there is so reassuring. I know that I can call him at any time and I can completely rely on his advice.

Have you seen the outcome you were hoping for?

Yes..I have been very pleased with his services.

What could they have done better?

Nothing. I have been completely satisfied.

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

Redundancy, change of circumstances, planning for retirement

How has Matthew Hignett helped you?

Objective advice, knowledgeable and reliable with regards to pension options

Have you seen the outcome you were hoping for?

Yes, Matthew Hignett's advice has allowed me to make informed decisions regarding pension drawdown and transfer.

What could they have done better?

Nothing, I have been completely satisfied with all of Matthew Hignett's help and advice.

Please provide a brief comment about your experience with Matthew

Matthew came across as knowledgeable and with a polite demeanor. He was very helpful for the advice he gave us.

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

Pension transfer and retirement planning

How has Matthew Hignett helped you?

Matt has given excellent pension advice

Have you seen the outcome you were hoping for?

Outcome has exceeded my expectations

What could they have done better?

Nothing

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

I was not confident in the advice I was receiving from my previous advisors and I had also noted lack of due diligence when it came to the finer details

How has Matthew Hignett helped you?

He has provided a more concise and balanced view of the options that were available and this enabled me to make better informed decisions

Have you seen the outcome you were hoping for?

The outcome has been positive and I now have more confidence that the funds are working for me

What could they have done better?

Nothing springs to mind which is a good sign. I had always struggled with the lack of obvious financial benefit in the previous portfolio whereas now, I am seeing much better returns

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

Many separate accounts

How has Matthew Hignett helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Continuation of investment advice.

How has Matthew Hignett helped you?

Confidentially and sympathetically offered sound advice

Have you seen the outcome you were hoping for?

Very happy with support we get

What could they have done better?

Nothing as far as we are concerned

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

Had several pensions, needed to consolidate and organise a regular income.

How has Matthew Hignett helped you?

Advised me on the best approach and then organised all of the transfers, consolidation and income.

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing

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

Bereavement

How has Matthew Hignett helped you?

Very helpful

Have you seen the outcome you were hoping for?

So far

What could they have done better?

Nothing

Please provide a brief comment about your experience with Matthew

Being faced with making pension arrangements for my husband, who has recently been forced to move into care before retirement age, I was in dire need of some advice. I contacted Matthew because I was aware he had personal experience of the care system and the complexities involved when trying to cope with the financial implications. Also the weight of making life changing decisions on behalf of relatives. Matthew listened with empathy and put me at ease. He was able to answer my questions clearly and concisely. He gave me the confidence and reassurance to take the next steps in assisting my husband. I would recommend he without hesitation.

Please provide a brief comment about your experience with Matthew

Matthew gave me a call and talked through a tax query that I had. He was very informative and put me on the right track with the next steps to take.

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

Retirement

How has Matthew Hignett helped you?

2 years

Have you seen the outcome you were hoping for?

Very much so. Excellent advice, investment management and performance.

What could they have done better?

Nothing much really.

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

retirement and best way to invest my pension and savings

How has Matthew Hignett helped you?

Matt is very good advisor and is always so helpful if I have any questions or concerns also a great communicator who explains my investments in easy language which I can understand

Have you seen the outcome you were hoping for?

very much so helped us so much though some really hard times in the Covid era laid my concerns to rest and guided me so much

What could they have done better?

I don’t think of anything else they could have done better

Please provide a brief comment about your experience with Matthew

Courteous. Patient. Very helpful and not pushy. So far so good!

Please provide a brief comment about your experience with Matthew

Helpful, knowledgable and patient. Matthew's advice was clear and well explained and I felt comfortable following his recommendations.

Please provide a brief comment about your experience with Matthew

I felt comfortable and at ease in our initial meeting which is important for me. I had also received a recommendation from friends about the service Matthew provides for them.

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

Needed a UK based advisor after living abroad for some years.

How has Matthew Hignett helped you?

Advised me on switching to a UK based pension provider

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I had a previous advisor, but was concerned that as part of an acquisitive group I was only receiving 'standard' solutions to my needs

How has Matthew Hignett helped you?

Given what I believe a sound review of my finances, along with specific advice oh School fees CGT and IHT

Have you seen the outcome you were hoping for?

yes; all areas seem to be covered with sound recommendations

What could they have done better?

So far very satisfied, key will be implementation and review

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

Retirement planning

How has Matthew Hignett helped you?

Always provided good advice based on our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Please provide a brief comment about your experience with Matthew

Matt was introduced via unbiased and has proven to be so. He’s given advice not only on the primary paid topic but on some unrelated questions which I also had some uncertainty. He is thorough, knowledgeable and helpful. The charges are very fair and there’s no hard sell to lock into an annual review unless that is what you request. Definitely recommended.

Please provide a brief comment about your experience with Matthew

Matt is extremely knowledgeable and takes the time to understand your requirements, taking into account potential future life changes. Whilst my financial journey with Matt is still work in progress, I have full confidence that the final outcome will provide me the security I need in my retirement.

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

Had money invested and wanted to know it was being looked after and invested wisely

How has Matthew Hignett helped you?

He has provided regular reassuring advice. I feel confident that he understands my individual situation and that my finances are looked after.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

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

I inherited a substantial sum from my parents which I was looking to invest, primarily with the aim of topping up my pension so that my wife and I could maintain our standard of living once I retired.

How has Matthew Hignett helped you?

Matthew very clearly explained the details of the investment plan to us prior to making the investment. Once a year he briefs us about how the investment portfolio is doing, and what our options are. His explanations and advice are always detailed and clear. Matthew is always available at other times if I have any questions.

Have you seen the outcome you were hoping for?

Yes, I have seen a good return on my investment and a good pension pot now that I have retired.

What could they have done better?

I cannot think of anything.

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

I retired 8 years ago and eventually found a company for my lump sum

How has Matthew Hignett helped you?

Matt was excellent from day 1, explaining both the process for dealing with the investment, and his explanation of what and how his company acted on my behalf. I think we are 6 or 7 years in, and I'm more than happy with the service I receive from Matt and the company support folk. To the point that my original plan was to divide my investment in half, which I originally did, but I have now moved it all over for Matt to manage.

Have you seen the outcome you were hoping for?

Yes, the returns are good and I have easy access to the data, and Matt always responds very quickly if I ever have a question.

What could they have done better?

Nothing

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

I felt the need to change adviser due to loss of confidence in our existing arrangements

How has Matthew Hignett helped you?

Given us confidence in any advice we have needed, and guided us through processes that help us make decisions

Have you seen the outcome you were hoping for?

Yes, very happy with the way our investments have performed

What could they have done better?

Nothing I can offer

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

To consolidate my investments.

How has Matthew Hignett helped you?

To make my investments more tax efficient.

Have you seen the outcome you were hoping for?

Yes.

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

inheritance money and pension advice

How has Matthew Hignett helped you?

Matthew has help me retire 4 years early.

Have you seen the outcome you were hoping for?

very much so.

What could they have done better?

not a lot

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

I was approaching retirement age and needed some advice from an expert as to what my financial situation would be.

How has Matthew Hignett helped you?

Matthew has helped me calculate my potential income during retirement and what measures I can take to plan for financial security.

Have you seen the outcome you were hoping for?

I am happy with the way my future finances are looking.

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

I was moving from a large property to a smaller one and had money to invest plus the fact that I had separated from a financial advisor some years earlier and my investments were outdated and needed revising.

How has Matthew Hignett helped you?

Apart from the proven excellence of his suggestions for my investments I must mention that he has introduced me to concepts of which I was quite ignorant and explained why they would suit my needs.This is important because initially I had the belief that as long as I trusted my advisor I did not need to understand the. underlying ideas. Matt has always insisted on the hows and whys for which I am grateful.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Perhaps encouraged me to take a more adventurous approach to investing but at my age, 84 years, perhaps not.

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

Originally it was for pension consolidation.

How has Matthew Hignett helped you?

With my investments and more recently with retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of.

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

I was looking to take early retirement and needed advice on the numerous pension schemes I was a member of, some being Defined Benefit schemes and some being Defined Contribution schemes.

How has Matthew Hignett helped you?

Matthew's advice and assistance has enabled me to achieve my goal and take early retirement

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

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

I had multiple investments and pensions, and required advice on how to ensure they perform efficiently and effectively.

How has Matthew Hignett helped you?

Matt is incredibly knowledgeable across all aspects of financial advice. He has advised on pension consolidation which has performed very well and also ISA, property, company benefits, tax implications and inheritance, all withing the confines of my own risk appetite. Matt makes the complex (for me) sound simple, and takes the time to explain in detail how my financial portfolio will perform and be impacted by the financial markets.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Matt's service is faultless; therefore, I cannot think of anything he could have done better.

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

Inherited a large sum of mon

How has Matthew Hignett helped you?

By advising and investing my money

Have you seen the outcome you were hoping for?

Yes

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

Better investment rates

How has Matthew Hignett helped you?

Support and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Confusing marketplace

How has Matthew Hignett helped you?

Removed the liability for inheritance tax

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Financial planning is extremely important to me, Matthew came highly recommended and has exceeded all expectations

How has Matthew Hignett helped you?

He has taken great care and time to explain all our options and recommended some great products

Have you seen the outcome you were hoping for?

Matt has sorted through all our finances and I feel much more confident heading in to retirement

What could they have done better?

At this moment in time there doesn't seem to be anything that could be improved

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

Running our own business meant we needed to make sure we had pensions in place and good financial advice

How has Matthew Hignett helped you?

Matthew has given us excellent advice and always takes the time to explain everything to us in detail

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

To try and get more interest on my investments.

How has Matthew Hignett helped you?

Invested my my investment wisely.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know. 9

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

I inherited some money which I wanted to invest, for the medium to long term, to give a better return than bank interest rates.

How has Matthew Hignett helped you?

Explained how the various options work and helped me to decide which was best for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I am totally happy with the service that has been provided.

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

Consolidating legacy pension schemes from various employers

How has Matthew Hignett helped you?

Very thorough and professional whilst also being approachable and practical

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No suggestions for improvements

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

Confusion and uncertainty over financial planning

How has Matthew Hignett helped you?

By adding clarity and solid advice

Have you seen the outcome you were hoping for?

Absolutely - Matt has demystified my situation and the options available

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

Redundancy settlement and retirement

How has Matthew Hignett helped you?

Advice on suitable investments for savings and on appropriate ways to reduce tax burden on incomes.

Have you seen the outcome you were hoping for?

No, but accept that this is due to recent volatilities in the financial markets

What could they have done better?

Happy with advice.

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

Pension consolidation

How has Matthew Hignett helped you?

Understanding my goals and Annual reviews to make sure I am on track

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Desire to manage our capital and pension planning most effectively

How has Matthew Hignett helped you?

He has suggested how we assemble a portfolio. He has advised us on how we may wish to use our capital in both short and long-term planning.

Have you seen the outcome you were hoping for?

Investments generally down in value, long-term prognosis hopefully better

What could they have done better?

Markets need to regain in confidence

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

My savings had not been reviewed for some time and I needed advice about their efficiency. I was also concerned about Inheritance Tax.

How has Matthew Hignett helped you?

Explained the options open to me in ways I could understand.

Have you seen the outcome you were hoping for?

Yes

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

To consolidate my private pensions into one fund.

How has Matthew Hignett helped you?

Matthew was able to organise all of the transfers from different pension funds into one fund with out any problems for me and also free some money for me to use immediately from the fund.

Have you seen the outcome you were hoping for?

Yes. The new consolidated fun is ethically sound and is a long term investment at the risk level I want.

What could they have done better?

Nothing it was exactly what I wanted to achieve.

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

Received an inheritance. Had savings.

How has Matthew Hignett helped you?

Matthew has seen me whenever I wanted. He has also explained all my options and considered my plans for the future. He has helped choose a level of risk with investment that is suitable for these plans. He has also explained the investments I've got and how they are affected by market and world events.

Have you seen the outcome you were hoping for?

Considering the volatile markets, I am pleased with the smooth sailing.

What could they have done better?

Nothing

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

income surplus and future planning

How has Matthew Hignett helped you?

giving us a clear idea and the confidence to keep on plan

Have you seen the outcome you were hoping for?

its as expected at the moment

What could they have done better?

nothing at all he provides a comprehensive services and his communication is second to none

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

I had monies allocated in various institutions and stocks and shares and I wanted to bring them together under one roof for ease of management.

How has Matthew Hignett helped you?

He has bought the majority of my previous investments together and invested them in one location in accordance with my wishes and attitude to risk.

Have you seen the outcome you were hoping for?

Due to the current fluctuating financial markets and ongoing fees to the advisor and Novia, the returns on my capital have been moderate to date.

What could they have done better?

Under the current financial climate, not a lot.

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

I've had various personal pensions over the years, and somehow I ended up with an adviser. I thought in my ignorance that everyone with a pension had an advisor. I was unhappy with how things were going, so looked for another to clarify things.

How has Matthew Hignett helped you?

Matt has helped with salarie sacrifice, planning for retirement in a few years. And general understanding of what to do and what to expect in the future.

Have you seen the outcome you were hoping for?

Yes I think so. I now realise I didn't need an advisor in the earlier years, but decided to use Beaumont with Matt as my new advisor for the last few years leading up to retirement.

What could they have done better?

The ongoing costs of advice and platform charges don't come cheap. So any reduction would be appreciated.

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

I was looking to get advice for my pension pots and ISA savings.

How has Matthew Hignett helped you?

Yes, Matt's advice has been of a very high quality, specifically around tax planning and about how to maximize my employers pension contributions. He has also provided me with confidence and reassurance that I am investing in the most appropriate places and wrappers for my time in life.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind, Matt has been good at making himself available within a few days notice for me.

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

Savings

How has Matthew Hignett helped you?

Consolidated my investments and made them more tax efficient

Have you seen the outcome you were hoping for?

Not really, made a loss, but this due to markets rather than Matt

What could they have done better?

nothing

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

I was giving up work and wanted too amalgamate my investments

How has Matthew Hignett helped you?

He's been able to explain how my money has been invested and arrange for me to take draw down on them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything

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

Pension advice.

How has Matthew Hignett helped you?

He has given very clear explanation of options to consider with advantages and disadvantages of each. He communicates very well.

Have you seen the outcome you were hoping for?

Not in terms of return on investment.

What could they have done better?

Not sure he had have done any better for my circumstances.

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

Financial overview to bring all our assets together

How has Matthew Hignett helped you?

He has been very helpful in finding out my attitude to risk and knowing which products would suit me best.

Have you seen the outcome you were hoping for?

Some years are more productive than others - it all depends on the markets. My investments have been placed in low to medium risk products resulting in some years producing better results than others.

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

I was taking early retirement and wanted advice around my pension and savings

How has Matthew Hignett helped you?

He listened to what's important to me and my long term plans. Assessed my attitude to risk and talked the different options with me. I feel more confident with my financial situation in retirement

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

I really don't think he could have done better, I feel very confident with Matthew and the advice he gives

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

retirement

How has Matthew Hignett helped you?

sound advice and careful choice of funds etc to suit my needs

Have you seen the outcome you were hoping for?

Given the dire state of the economy in recent times things have been okay.

What could they have done better?

They could have found me a pot of gold !

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

Pension fund.

How has Matthew Hignett helped you?

Advice on keeping our money safe..

Have you seen the outcome you were hoping for?

No not really, due to bad markets.

What could they have done better?

Getting the Beaumont apps working.

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

My bank advised seeking advice about setting up a company pension, and this has led to a wider range of advice being provided on investment and savings. Subsequently advice has been provided to my partner on pension transfer matters.

How has Matthew Hignett helped you?

Matt's has provide sound advice based on our willingness to take risk but most importantly in language that is understandable.

Have you seen the outcome you were hoping for?

The outcome of the advice has met our expectations fully.

What could they have done better?

We are not looking for any improvements in the service we receive and welcome our continued relationship with Matt.

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

I was getting close to retirement and wanted to ensure all my pension funds were invested in the best place in order for me to achieve my retirement goals.

How has Matthew Hignett helped you?

He's helped with all aspects of financial planning for my retirement, including advice on protecting my assets (house) in the event that myself or my wife should need long term care in the future.

Have you seen the outcome you were hoping for?

I'm concerned I've not seen any growth in my fund, in fact there has been a decline. However, Matt has always been available to explain the market situation and that the funds are in line with, or better than the overall market. I'm also aware that charges will have an impact, but was expecting to see signs of growth coming through.

What could they have done better?

Apart from substantial growth of my funds, nothing. Matt has always been available should I need to get in touch and has always provided me with sound advice.

Please provide a brief comment about your experience with Matthew

Very knowledgeable and professional

Please provide a brief comment about your experience with Matthew

I expected a phone call from Matthew in Chester but got a call from “Ryan” from Beaumont Wealth in Oswestry. Once I’d identified him, Ryan arranged for me to see “Nia” in Chester. I felt I was being handed around with no explanation being offered as to why. I’d never heard of Nia and have no idea of her credentials and have yet to hear her recommendations for me. I’m not feeling confident about investing with this outfit at the moment.

Please provide a brief comment about your experience with Matthew

Very helpful.

Please provide a brief comment about your experience with Matthew

Although Matthew was unable to provide me with the advice I needed (due to it being outside of his companies remit) he was able to point me towards further information that would inform me of where I could get help.

Please provide a brief comment about your experience with Matthew

I had a very informative conversation with Matthew and he answered all of my questions, I do not need his services right now but would consider him in the future

Please provide a brief comment about your experience with Matthew

Could not help

Please provide a brief comment about your experience with Matthew

He never contacted me.

Please provide a brief comment about your experience with Matthew

Straight forward explanation and opportunities.

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

I wanted to use my pension fund in a flexible access draw-down scheme since it would not purchase much of an income.

How has Matthew Hignett helped you?

Talked me through the options in a comprehensible jargon-free manner.

Have you seen the outcome you were hoping for?

Clear recommendations made and a set of instructions left on how best to proceed with the matter on my own.

What could they have done better?

All fine by me!

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

Looking for advice on my pension, coming up for retirement.

How has Matthew Hignett helped you?

Explained the many options that were open to me, talk me through all of my options also any pitfalls that I might fall into. Took time to explain how all these options worked, helped me to choose the right one for my needs.

Have you seen the outcome you were hoping for?

Very happy with the all the advice I was given, documents are all I could hope for. The service that was recommended for me suits all of my needs, it's a mine field out there what I got was better than I would have achieved by going alone.

What could they have done better?

He could not have done any more for me, his advice was more than I hoped for, easy to understand and he had the patience to listen to any of my questions.

Please provide a brief comment about your experience with Matthew

Friendly and professional, he explained things in a language I understand, I felt very comfortable with him.

Please provide a brief comment about your experience with Matthew

He was very clear about the process re the plan etc and the follow up so I'm quite happy just haven't made my mind up yet about taking it further. No mention about charges though but suppose there's no point until you're taking it further.

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

Was looking to transfer my pension to a new provider as I was getting terrible service from my previous adviser.

How has Matthew Hignett helped you?

Matt helped me find the best solution.

Have you seen the outcome you were hoping for?

It's early days but the advice and service I have received so far cannot be faulted.

What could they have done better?

Nothing so far. Having experienced bad service in the past my experience with Matt could not have been more different

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

Wanted a review of my Stocks and Shares and Cash ISA's.

How has Matthew Hignett helped you?