Matt's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 12 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Matt Campbell helped you?
Matt has helped me consolidate a number of pensions and set up an investment plan for my retirement tailored to my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - sound advice and good financial planning
Review
by a verified client in Essex
7 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required pension advice for myself and wife
How has Matt Campbell helped you?
Given clear advice and set up pension schemes for myself and my wife
Have you seen the outcome you were hoping for?
Yes - very happy
What could they have done better?
Nothing
Review
by a verified client in Fife
7 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice with regard to my various mortgages and retirement planning.
How has Matt Campbell helped you?
Matt has been able to combine my pensions into one scheme and has always provided excellent, speedy service.
Have you seen the outcome you were hoping for?
Yes we have been able achieve my goals.
What could they have done better?
Nothing
Review
by a verified client in Essex
7 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I knew I needed help
How has Matt Campbell helped you?
In all aspects of the help I needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
10 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to understand how we could make the best investments for our pensions
How has Matt Campbell helped you?
Clear presentations of the options that were available to us and how to maximise our investment potential
Have you seen the outcome you were hoping for?
Yes in as much as we now gave the comfort that our investment pit is sustainable for our needs
What could they have done better?
Have no suggestions as the information was presented in a clear consideration and understandable way.