Reviewed for
Mortgages ( 1 )
Pensions ( 35 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 2 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 19 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 9 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on investing.
How has Matt Porter helped you?
Matt assessed that I required a cautious approach to my investments & worked out the best plan
Have you seen the outcome you were hoping for?
completely happy with mat service
What could they have done better?
nothing comes to mind.
Review
by a verified client in Middlesex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to my retirement I needed good professional advice as to best provide me and my wife for the future
How has Matt Porter helped you?
Matt has helped tremendously both in explaining the best options for us, and chasing people who were dragging things out while keeping us informed regularly.
Have you seen the outcome you were hoping for?
Absolutely, can’t be more pleased
What could they have done better?
Can’t think of anything, Matt was brilliant
Review
by a verified client in Gloucestershire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
impending retirement, multiple schemes, some of which were not performing and a recommendation to use Matt
How has Matt Porter helped you?
Matt has maximized the income I can get from some funds, moved funds around and provided a restructured pension provision - and given me the confidence to retire
Have you seen the outcome you were hoping for?
yes - very much so
What could they have done better?
not much to be fair, some of the providers were very slow in responding to requests and Matt was on the ball chasing them them up
Review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After inheriting some money we sought financial advice on how best to invest.
How has Matt Porter helped you?
Matt has given us clear and constructive advice after spending the time to understand our needs.
Have you seen the outcome you were hoping for?
Yes, we are very positive
What could they have done better?
Not aware on anything that could have been done better taking into account the current economic climate
Review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
several pensions needing to be amalgamated
How has Matt Porter helped you?
good advice on best way forward with pensions and solid advice on investment management
Have you seen the outcome you were hoping for?
yes