Matt Porter

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

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

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

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

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

I needed advice on the best way to invest my pension fund to provide a monthly income at retirement

How has Matt Porter helped you?

Matt has taken care of my pension and small.investment for the last seven years. E has guided and advised me based on my goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm very happy with the service I have received and can't think of anything that could have been done better.

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

I have been a customer of Parkworth since 2017. I required somebody to be my financial advisor when my private pension came into being. It’s very daunting when you have a large sum of money to invest and you literally hand it over to somebody you have only had contact by phone .After making a few inquiries about Parkworth and meeting Matt Porter for the first time I realised that the way he professionally explained everything to me ,it was obvious to me that I would be in very professional hands.

How has Matt Porter helped you?

Matt Porter has been very helpful all the way so far. He is always on the end of the phone to give any advice I might need, will do a Zoom call if required or if something requires a lot of explanation he is willing to make a visit to your property to go through all the details with you. Matt has a good soothing and professional air about himself that always makes me feel at ease and explains everything simplisticly.

Have you seen the outcome you were hoping for?

I am on the low scale of the stocks and shares, which suits my needs. If the shares go up you make a little money, if they go down I only loose a little money, hopefully only temporary, I have been pleased with the performance of the shares so far and have made a good profit so far.

What could they have done better?

Nothing at all. Couldn’t be more helpful with any questions I ask them.

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

investment advice.

How has Matt Porter helped you?

improved returns over Bank or Building Society intrest rates.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Happy with all aspects.

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

I had an old money purchase pension and required qualified FA to enable to redeem the pension. I looked online typed in my post code into find an FA near you and Matt's name came up luckily for me.

How has Matt Porter helped you?

Buying drilling down into all of my financial assets, understanding my family background and being able to provide options(advice) based upon various scenarios.

Have you seen the outcome you were hoping for?

Yes completely.

What could they have done better?

Even with hindsight i would not have changed the advice Matt provided, therefore i could not say he could have done better.

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

Needed pension advice

How has Matt Porter helped you?

With soumd advice on pension, and savings

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 get the value of what pensions we had. And how to make sure we saved the best we could for retirement

How has Matt Porter helped you?

He explains in terms we understand . So we know what our financial situation is

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?

Marital split. Pension sharing order.

How has Matt Porter helped you?

Consolidation of several pensions into my name and a complete " tidy up" of finances.

Have you seen the outcome you were hoping for?

Yes. Through sheer hard work, determination and perseverance.

What could they have done better?

Matt was obstructed severely by a major insurance company. In my opinion there was nothing he didn't do to overcome the issues and obstacles. Very pleased with service provided.

Please provide a brief comment about your experience with Matt

Matt was very helpful and answered my question, effectively. Would recommend him.

Please provide a brief comment about your experience with Matt

I requested a call from Matt and he response was quick. We had a brief conversation about what i wanted regarding my pensions. Matt was very clear and transparent and gave me good advice even though i am not yet a paying client.

Please provide a brief comment about your experience with Matt

Extremely helpful and willing to help. He explained things in "lay man terms" which is what one needs when speaking about pensions!. Was not pushy or over bearing and came across as friendly, professional and someone who knew what they were talking about. thanks Matt

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

Somewhere safe to grow my wife's pension pot and savings.

How has Matt Porter helped you?

Advised a suitable investment platform and kept us advised on a regular basis.

Have you seen the outcome you were hoping for?

The funds have grown steadily over the period and enabled us to draw down when needed without reducing to the original sum invested.

What could they have done better?

Nothing

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

Investment advice & planning for early retirement.

How has Matt Porter helped you?

Advice on best drawdown pension. Investment advice.

Have you seen the outcome you were hoping for?

This has been a difficult period (5 years) for investments but when taking this into account the outcome has been reasonable.

What could they have done better?

Matt has provided professional advice throughout the period I have known him. The last 5 years has not been an easy ride on the financial markets but Matt has always been available to provide quality advice when required. Therefore I can't think of anything else that Matt could have done better.

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

Initially the bank advised me to get financial advice when my bond had reached the end and they no longer had advisers.

How has Matt Porter helped you?

Has helped me deal with my finances and dealt with my shares

Have you seen the outcome you were hoping for?

Yes but obviously have been difficulties due to pandemic, ukraine and now economic difficulties.

What could they have done better?

Don't think there is anything that could have been done better

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

We were unsure about the options regarding our private pensions and were looking for advice.

How has Matt Porter helped you?

Matt explained everything clearly and arranged for us to have an adequate income for our needs.

Have you seen the outcome you were hoping for?

Very happy with Matts advise.

What could they have done better?

Nothing.

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

We inherited a substantial sum of money and wanted to invest well

How has Matt Porter helped you?

Matt has taken the time to look at all areas that investment would be beneficial and has assisted us in "mapping out" our retirement plan , giving us clarity on where we stand financially for the years ahead.

Have you seen the outcome you were hoping for?

We have been very impressed with the service and advice given to us and continue to use Matt's services

What could they have done better?

No

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

To optimise pensions that I had with former employers

How has Matt Porter helped you?

Matt reviewed all my options thoroughly and provided excellent advice with regards to consolidating the pensions.

Have you seen the outcome you were hoping for?

Yes but unfortunately due to market conditions beyond Matt’s control, the pensions have fluctuated a bit but will hopefully improve soon!

What could they have done better?

Matt is very personable and proactive with offering the best advice

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

Approaching retirement

How has Matt Porter helped you?

Helped us understand how we might find our desired lifestyle in retirement in the most secure and tax efficient way.

Have you seen the outcome you were hoping for?

Yes

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

I had a portfolio of small pension funds from many different former employers

How has Matt Porter helped you?

Matt advised me to consolidate some, carried out a series of tests to ascertain my tolerance to risk and has advised accordingly. some of my pensions he has advised me to leave them where they are because they are in good schemes

Have you seen the outcome you were hoping for?

Until the start of 2022, the selected funds were well ahead of the game, 2022 arrived, financial crisis, war in Ukraine, the Truss mini budget.. i'm still on track, Matts sage like advice has been invaluable and feel confident going forward.

What could they have done better?

nothing really, only a crystal ball to predict the turmoil of 2022....

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

I had reached my 55th birthday and wanted some advice on consolidating my pensions and draw down advice.

How has Matt Porter helped you?

Matt had helped me have a better understanding of pensions and my options.

Have you seen the outcome you were hoping for?

Yes, I understand things much better now.

What could they have done better?

Nothing in my opinion.

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

I was going through a divorce and needed help with setting up a private pension. I also wanted help with investing inherited money.

How has Matt Porter helped you?

Initially Matt spent time getting to know my situation and my financial goals and needs. He showed me options and once I'd decided on the investments he carried out all the work to merge my funds. I have a portal where I can see my funds and contact Matt securely if I need to.

Have you seen the outcome you were hoping for?

I have a better understanding of investing and am happy with my funds. Matt is there to advise in these difficult times.

What could they have done better?

Nothing

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

Consolidate pensions & be in the hands of a professional.

How has Matt Porter helped you?

Matt has helped me with a comprehensive understanding of my pension.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

Couldn’t fault the service provided.

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

Consolidation of several private pensions

How has Matt Porter helped you?

Clear advice regarding the options available without pressure

Have you seen the outcome you were hoping for?

Yes

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

We wanted to make things easier to manage.

How has Matt Porter helped you?

Matt has been great in dealing with all of the financial issues that we had, will also explain things in ways that we understand. Always will try to help.

Have you seen the outcome you were hoping for?

Yes. We are happy with everything Matt is doing.

What could they have done better?

Cannot think of anything. We are not very computer oriented, but Matt has always helped both of us with it all.

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

We had several small pensions between us and small savings pots. Our idea was to consolidate these and try to make them more efficient.

How has Matt Porter helped you?

Buy doing exactly the above and advising us on our finances as a whole.

Have you seen the outcome you were hoping for?

Yes, in fact better than expected.

What could they have done better?

As far as our circumstances are, they could have done nothing more.

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

I was hoping to retire early so needed advice on how to manage my finances.

How has Matt Porter helped you?

Matt helped to transfer my pensions into a single manageable portfolio and also helped me to retire early after I received an offer for voluntary redundancy. He was very quick to assess my voluntary redundancy situation and advise accordingly.

Have you seen the outcome you were hoping for?

So far things are working well.

What could they have done better?

I think that the optimum solution was achieved.

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

I struggle to understand how my pension was working and not getting any help from the company's my pension were so i looked for help

How has Matt Porter helped you?

He has been a great help in looking after my pension in advising me and my wife in a very helpful way so we can understand what is going on and is online or phone if we need him. He has sorted out my pension and given good advice for the future and know.

Have you seen the outcome you were hoping for?

Yes, he has done great work improving my pension and getting it in to a position that improves my life and my wife's life

What could they have done better?

I am unable to say what he could have done better because he has done the best, he could for me and my future.

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

The need to transfer my DB pension plan into a flexible drawdown scheme.

How has Matt Porter helped you?

Matt has done all of the adim and has always offered honest and sound advice.

Have you seen the outcome you were hoping for?

Yes, without a doubt.

What could they have done better?

Nothing springs to mind.

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

I had a small money transfer pension and required the services of an FA which i found on line.

How has Matt Porter helped you?

As a result of the initial financial review my various pensions,savings and investments were evaluated, and the option of seeking a valuation of my largest pension and taking the value and managing it via an investment platform was discussed. The full ramifications were explained clearly to my wife and self and the pros and cons discussed at length. In addition, MP has supported the drafting of new Wills and Lasting Powers of Attorney.

Have you seen the outcome you were hoping for?

Yes once the valuation was completed we have very secure access to our funds as and when required with no delay.

What could they have done better?

Difficult to say as the key basis that we required FA advise were all successfully completed.

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

My previous adviser had retired due to ill health.

How has Matt Porter helped you?

He has helped me with my investments making sure I get the best returns on my money. He also sorted out my private pensions when I decided to take retirement at 60.

Have you seen the outcome you were hoping for?

100%. Very happy with the outcome.

What could they have done better?

Nothing

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

We were seeking advice on accessing our company pensions and how to invest the released funds to best meet our future income requirements.

How has Matt Porter helped you?

Matt has guided us through the financial maze that is pensions and investing, minimising the administrative burden for us and has been able to provide us with the comfort that we all seek when facing decisions of such magnitude.

Have you seen the outcome you were hoping for?

The short term goals of transferring our pensions and selecting appropriate investments were achieved with minimal effort on our part, whilst still feeling in charge of the process. Matt’s association with an excellent investment platform provider has ensured this has been at minimal cost. Longer term outcomes in investing are always uncertain but we have the comfort of knowing that things are under constant review by Matt.

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

My pension was about to mature and I needed advice about how best to invest it to provide an income.

How has Matt Porter helped you?

Matt has guided me and managed my pension as needed. He has always been approachable, friendly and reliable.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am happy with the service I have received.

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

Having reached retirement, I acquired a reasonable amount in my pension pot, so I had to be sure that I was placing the money with someone that I could trust and was not going to be scammed in any way.

How has Matt Porter helped you?

I don’t understand all the intricate workings in the financial world, as most of the average investor doesn’t. Having met Mr Porter ,he put me at ease straight away and as best he could ,explained in easy to understand terms where he was investing my money and with whom.

Have you seen the outcome you were hoping for?

Mr Porter advised me that there were 3 levels at which we could go for to achieve the best returns from the fund. We decided between the two of us that he would invest it for me at the lowest level, so if the market went up we wouldn’t make a fortune, but at the same time if it went down I wouldn’t have great losses. This advise from Mr Porter I was happy to accept and so far have not regretted it.

What could they have done better?

Mr Porter has been in touch on a regular basis to inquire if I needed anything and is always at the end of a phone line if I have any need of advice. Very pleased with Mr Porter’s professional matter in all our dealings, so I don’t think he could have bettered himself in any way.

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

money invested in bank & building accounts were providing a poor return

How has Matt Porter helped you?

Matt provided a service where my investments are being closely monitored to give the best possible returns while being low risk.

Have you seen the outcome you were hoping for?

Completely happy with the service Matt provides.

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

Financial planning

How has Matt Porter helped you?

I have known Matt for 20 years now and he has helped both myself, my parents and now my children with investments and general financial planning

Have you seen the outcome you were hoping for?

Without Matt's help, guidance and advice we would not be in the position we are now

What could they have done better?

nothing

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

Initial contact was to make a financial plan for long term care for my father, however, it did not come to fruition as my father passed away unexpectedly before the plan could be actioned.

How has Matt Porter helped you?

After such professional advice my partner and I sought further advice on savings and investments. Matt spent many hours over several sessions finding out exactly what we wanted from our investments and then planning an investment portfolio of the best products that would meet our needs. Matt did not rush the process and would not let us proceed until we both fully understood the products.

Have you seen the outcome you were hoping for?

The outcome has fluctuated but not because of Matt's advice but because of circumstances beyond everyone's control - Covid 19, the war in Ukraine and the economic downturn.......things seem to be on the up again now!

What could they have done better?

Everything has been handled very professionally.

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

Wanted to review financial position in relation to my retirement

How has Matt Porter helped you?

Given sensible, balanced and impartial advice

Have you seen the outcome you were hoping for?

Yes but recognise is a long term strategy

What could they have done better?

Nothing as far as I am concerned

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

I had various pension pots and wanted advice on the best way to utilise them effectively

How has Matt Porter helped you?

He has helped me so much. Advising and explaining the right solution for me. He was patient when I asked lots of questions and made sure that I understood every step of the process.

Have you seen the outcome you were hoping for?

Absolutely, 100% and I am delighted.

What could they have done better?

Nothing!