Matt Pike

Matt Pike

Opal Financial Planning Ltd

Matt's reviews

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 2 )

Pensions ( 24 )

Retirement income (annuities, drawdown) ( 19 )

Auto Enrolment ( 1 )

Investments and Savings ( 4 )

Pension Transfers - Non Specialist ( 7 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 4 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 3 )

£100k - £200k ( 9 )

£50k - 100k ( 3 )

Up to £50k ( 7 )

Review

by a verified client in Derbyshire

3 months ago

Overall

Advice

Service

Value

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

I have now turned 55yrs of age and wanted advice as I explored my options.

How has Matt Pike helped you?

Matt helped me explore my options and consolidate a number of pensions into one.

Have you seen the outcome you were hoping for?

Yes. All my pensions are now consolidated into one more manageable pension that is easier to keep track of.

What could they have done better?

Nothing. Matt worked around me, meeting at my house at a time that suited me.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Matt

Although we did not proceed any further, Matt communicated well and provided clear service care letter information during our first interaction. There was no ambiguous information.

Review

by a verified client in Lincolnshire

3 months ago

Overall

Advice

Service

Value

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

Contacted Matt to release funds from my oension

How has Matt Pike helped you?

Matt has been thorough in sorting out my pension with no problems at all .

Have you seen the outcome you were hoping for?

Yes got what I asked for

What could they have done better?

Nothing . Excellent service.

Review

by a verified client in Derbyshire

3 months ago

Overall

Advice

Service

Value

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

Reaching 55 yrs old I wanted to withdraw my pension pot

How has Matt Pike helped you?

After a phone call mat made an appointment to come to my house and talk through the options and we came to a decision I was very happy with, within a few weeks my money was in my bank . Very pleased.

Have you seen the outcome you were hoping for?

Yes everything happened as and when mat said it would and for the fee he quoted me.

What could they have done better?

Nothing. I have already recommended Matt to my brother.

Matt:

Thanks Adam, that's really kind feedback and is much appreciated. Kind regards, Matt
Review

by a verified client in South Yorkshire

3 months ago

Overall

Advice

Service

Value

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

I wished to take my tax free sum from my pension

How has Matt Pike helped you?

Matt talked me through all aspects of the process

Have you seen the outcome you were hoping for?

Yes I was pleased with the outcome

What could they have done better?

I was happy with how everything went

Matt:

Thanks Tracy, that's very nice feedback!