Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 21 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 30 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
Review
by a verified client in Suffolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We received money from an inheritance
How has Matthew Beck helped you?
Matthew has always given helpful advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Suffolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Get best returns on our investment
How has Matthew Beck helped you?
Always given good advice
Have you seen the outcome you were hoping for?
Yes and no, markets have played a major part over last few years
What could they have done better?
Nothing, covid and brexit was beyond our control, but loses have now recovered
Review
by a verified client in Suffolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I moved from Edinburgh to Suffolk, so needed a new financial advisor
How has Matthew Beck helped you?
He has helped me think long term, and not panic in the short term,
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing that I can think of
Review
by a verified client in Norfolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Were not happy with previous advice
How has Matthew Beck helped you?
Good sound advice and help
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to find the right areas to invest
How has Matthew Beck helped you?
Matt's advice and support is greatly appreciated.
Have you seen the outcome you were hoping for?
It's developing well