Matthew Parkin

Matthew Parkin

BlueFinch Wealth Limited

Reviewed for

Pensions ( 19 )

Retirement income (annuities, drawdown) ( 9 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 11 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 13 )

£100k - £200k ( 3 )

Repeat review

by a verified client in London

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Matthew Parkin helped you since your last review?

Consolidated pension schemes and gave advice on retirement income

Repeat review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Matthew Parkin helped you since your last review?

Managing my portfolio to achieve satisfactory returns and minimise risk as I near retirement

Repeat review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Matthew Parkin helped you since your last review?

Matthew has been very attentive with regular suggestions/advice on the make up of the fund based on his views of changes of the investment climate/UK and world economic changes. Such that the fund's performance is exceeding relevant benchmarks.

Repeat review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Matthew Parkin helped you since your last review?

Matthew has continued to advise on my SIPP and general investments

Repeat review

by a verified client in Bedfordshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Matthew Parkin helped you since your last review?

Clear and concise advice. Matthew is always ahead of curve and lets you know what's coming down the line.