Matthew Walne

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

Prepare for retirement planning and advise on investments

How has Matthew Walne helped you?

Matthew has a great way of explaining everything and gives very good advice and recommendations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Investments to have done better but is outside their control as it relies on the stock market.

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

We have been a client of Matt's since October 2018. We were motivated to meet with a Financial Advisor to help us create a plan for our retirement which we hoped to be able to start sooner rather than later. We had a number of pensions which we wanted consolidation advice on to create a simplified overall structure.

How has Matthew Walne helped you?

Matt has agreed a financial plan with ourselves, he reviewed all of our numerous pensions and made recommendations for us as to what course of action we should take with each. He has recommended what pensions make sense to consolidate and what makes sense to keep. He has regularly reviewed our risk profile to ensure that our investment choices remain aligned to our preferences. Above all he has given us the confidence to retire earlier than we had hoped, last year.

Have you seen the outcome you were hoping for?

We had a clear plan, Matt had simplified our pension structure, aligned our investment strategy to our risk profiles and helped us achieve our goal of retiring early. He keeps in touch with us and his annual review makes sure we have enough detail, although he is readily available at other times, should we have any questions.

What could they have done better?

For us we are very happy with Matt's service and the outcomes of his advice.

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.