Matthew Walne

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

Setting up a SIPP

How has Matthew Walne helped you?

Investing through successful pension providers, discussing options and explaining them

Have you seen the outcome you were hoping for?

Yes, returns always in the top region over time.

What could they have done better?

Matt has always responded positively to any requests

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

We wanted to get expert advice as to whether it would be feasible for us to retire earlier than the State Pension Age

How has Matthew Walne helped you?

Matthew reviewed all of our pension plans and their balances along with looking at our essential outgoings and our lifestyle outgoings to see if we were able to retire early.

Have you seen the outcome you were hoping for?

The outcome was that we could retire well before our State Pension Age and are resources were carefully documented to show how that will be achieved. We attend Keep on Track meetings with Matthew and together we review where we are financially and if there are any changes.

What could they have done better?

There is nothing we believe that could have been better. We could have our Keep on Track meetings remotely to suit us and is always a pleasure to speak with him.

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

Planning for retirement and understanding that our own understanding of Finance and Tax is not sufficient.

How has Matthew Walne helped you?

Matthew has helped us create an investment plan that has given us confidence to move on to the next stage in our lives. He spent time understand us and our needs and provided bespoke advice around investment, tax and wills.

Have you seen the outcome you were hoping for?

Yes. We are now both retired and feel we are set up as well as we can be for the future for ourselves and our children.

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

Looking to ensure savings invested correctly and pensions on track to retire at 60 and future expenses such as university / house move could be accommodated.

How has Matthew Walne helped you?

Given us confidence in investments / savings he recommended and that we have a realistic plan to retire at 60

Have you seen the outcome you were hoping for?

It’s too early to answer this fully but yes at the moment everything looks good in terms of outcomes

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

I had recently returned from working in America and wanted to work towards an early retirement. I needed advice on how to achieve this.

How has Matthew Walne helped you?

I have been working with Matthew for 18 years and he has provided advice to create a savings/investment plan to achieve my retirement goals.

Have you seen the outcome you were hoping for?

Yes, I retired when I wanted to with the comfortable standard of living that I hoped for , which allows me nice holidays and other enjoyable activities.

What could they have done better?

Nothing could have been done better.