Matthew Bloxsome

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

I had an important lifetime Investment decision to make in H1/2022.

How has Matthew Bloxsome helped you?

Matthew helped discuss the pros & cons of the decision and guided me through the process ensuring this was completed to my satisfaction.

Have you seen the outcome you were hoping for?

With hindsight this has been an excellent investment decision, as they say whilst nothing in life is is guaranteed, with the correct advice & input from skilled professional people you can make an informed choice as I was able to do with Matthew and his team.

What could they have done better?

Matthew is an extremely hardworking individual who will always make time for you as needed. I am not a needy Client and whilst I know I can always reach Matthew by phone/email if I need to, it would be useful if from time to time if I was contacted spontaneously by Matthew or his team other than to undertake an Annual review, to make sure I am addressing any financial priorities/issues arising eg from the recent Budget.

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

Planning my retirement

How has Matthew Bloxsome helped you?

Matthew provided me with the advice and information I required to make my retirement decision.

Have you seen the outcome you were hoping for?

Yes - I have been more than satisfied with the current outcome.

What could they have done better?

No issues.

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

I was approaching the time in life when I wanted to retire earlier than originally expected.

How has Matthew Bloxsome helped you?

Matthew and the team were excellent in arranging the transfer of my company pension into a personal retirement account.

Have you seen the outcome you were hoping for?

Returns have been better than initially expected, hopefully this will continue!

What could they have done better?

Nothing, I am happy with his things area

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

We are a rapidly growing business so we needed expert advice on what was the best course of action financially for me and my business partner both personally and commercially.

How has Matthew Bloxsome helped you?

Matthew and his team ran through the best available options to us in terms of pensions, insurance and cover for the business, and what a short, medium and long-term financial strategy would look like for us. This has given us more structure to some of our commercial decisions as well as ensuring the business is protected whilst we remain on our growth trajectory.

Have you seen the outcome you were hoping for?

Yes, we have already seen results from our initial pension investments and are confident we will see further returns.

What could they have done better?

No complaints! We are very happy with the service.

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

My wife and I wanted to consolidate and invest historical pension funds that related to our previous employment.

How has Matthew Bloxsome helped you?

Matthew has given excellent service and advice from day one, always being very clear in explaining our options and the process we have needed to follow.

Have you seen the outcome you were hoping for?

Yes we have been very pleased with the outcome so far and look forward to maintaining a relationship with Matthew as our investments mature.

What could they have done better?

I don't think there is anything of note to mention as it has been very well managed.