Matthew Parkin

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

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.

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?

same consistent service as previously outlined

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?

Exceptional bespoke service has been maintained in difficult and unpredictable market conditions. Matthew has undertaken periodic reviews and proposed portfolio changes (which are always cogently explained with emphasis on the underlying factors and rationale). There is additional ad hoc but quite frequent communication from Matthew for specific reasons or general market overview purposes.

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?

Kept us informed of global events which were likely to affect our investments and offer appropriate advice

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?

Same consistent service as previously outlined

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

The internet is full of financial advice, tips and tricks, I wanted a professional I could trust to help me manage my savings.

How has Matthew Parkin helped you?

Matthew has helped me manage my savings and has been there through house purchases, stock market troubles and Covid. His clear business advice has helped me navigate through all the uncertainty.

Have you seen the outcome you were hoping for?

Yes and even in times of difficulty Matthew's guidance and support has seen us come through any issues in a successful way.

What could they have done better?

Matthew has always been there at the end of a phone call or email. He's been a great support, other than make money grow on trees, there's not much else he could've done.

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 contacted me regularly at intervals not exceeding two months to discuss investment performance and to explain proposed portfolio changes. These communications are both clear and suitably detailed. Following up such discussions, Matthew sends me me the latest Morningstar or equivalent summaries for relevant funds and KIDs.

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

I was unhappy with the performance and cost of my existing advisor St James Place.

How has Matthew Parkin helped you?

Matthew produced a report reviewing my current my portfolio, advising an alternative course of action.

Have you seen the outcome you were hoping for?

Yes, it cemented my concerns and I transferred my portfolio to Matthew's management.

What could they have done better?

No performance has been exceptional and a significant reduction in cost

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

I decided to switch the adviser working at my Bank to IFA.

How has Matthew Parkin helped you?

He recommended an alternative investment strategy which better suited my circumstances and his advice has subsequently proved very valuable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The investment market has been very unpredictable in recent times and so some decisions have not always benefited me. On the whole I am very pleased with Matthew's advice.

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

I was looking for an IFA to assist with advising on and pulling a number of pension plans together under one scheme.

How has Matthew Parkin helped you?

Matthew has absolutely completed his initial assignment - stated above - and since then has provided accurate advice in line with my investment criteria - such that my pension fund has significantly outperformed the various benchmark indices.

Have you seen the outcome you were hoping for?

Absolutely - 100%

What could they have done better?

The world investment scene has undergone huge change since Matthew became my advisor and there have been some decisions that haven't gone the right way. But hardly unexpected given the turmoil in the world.

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

I wanted someone to professionally manage my portfolio

How has Matthew Parkin helped you?

Over time Matthew has helped to reassess the risk profile of my investments in Pensions and ISAs. Keeps in touch regarding significant political events

Have you seen the outcome you were hoping for?

Yes in the main

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

Lump sum from endowment policy and consolidation of pension policies

How has Matthew Parkin helped you?

I have no knowledge of financial markets and didn't know where to start!

Have you seen the outcome you were hoping for?

Not quite, but that has been due to Covid and recent events in Ukraine which were beyond Matthew's control, however not disappointed.

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

Retirement looming

How has Matthew Parkin helped you?

viewed finances available and set forward going plan according to my wishes and hopes for future

Have you seen the outcome you were hoping for?

moving in right direction

What could they have done better?

difficult times currently experienced so difficult to comment

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

.

How has Matthew Parkin helped you?

.

Have you seen the outcome you were hoping for?

.

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

I needed help on an investment portfolio and advice of personal pension scheme.

How has Matthew Parkin helped you?

Matthew Parker has over the last three years discussed my requirements in detail and has put in place a personal pension plan and investment portfolio. He regular contacts me to discuss the investments and suggest changes were he thinks they are needed. He is always available to give advise and never pressurizes me to take an course of action.

Have you seen the outcome you were hoping for?

Yes, the portfolios have done well and proved to be resilient in the current down turn.

What could they have done better?

Nothing.

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

Before I retired I needed help decide what to do in terms of my pension.

How has Matthew Parkin helped you?

To look after my pension for me and explain any changes or results. He has always been there to give me advise on other queries I have had since I retired.

Have you seen the outcome you were hoping for?

yes.

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

Wanted advice in investing my Sipp.

How has Matthew Parkin helped you?

Has advised on and managed my Sipp and GIA. He is always available to answer my queries and fully explains all his recommendations

Have you seen the outcome you were hoping for?

Overall yes. The last year (2022) has been impossible due to extreme economic circumstances

What could they have done better?

Nothing that comes to mind

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

Suggestion from family

How has Matthew Parkin helped you?

Matthew has helped with my investments and provided me with plenty of information and advice

Have you seen the outcome you were hoping for?

Yes

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

In 2017 I was facing major changes in my financial circumstances. Was moving out of London, which was releasing a large amount of equity, selling a foreign property and winding down a business. Was therefore planning for an early retirement and financial security. I had managed my own investments for a few years but saw increasing instability in the UK and worldwide as being very challenging, beyond my time or experience. I had a reasonable pot so no longer wanted to 'play' at managing it. Time to find a professional!

How has Matthew Parkin helped you?

He listened to my requirements and objectives and structured my pension and investments accordingly. We needed a substantial pot of money to draw on for the ongoing refurbishment of the new house we had bought so he advised us on how best to manage that with accounts and premium bonds etc. He has regularly kept me and the portfolio up to date with the volatile times, yet I do not feel he has quite rightly excessive changes for the sake of it. His is the clear head I think is required.

Have you seen the outcome you were hoping for?

Yes absolutely. The last year or so has been challenging obviously, but overall performance with Matthew has been very strong, outperforming benchmark and I feel very confident we're on track. Also feel Matthew is a very straight forward honest chap who listens and takes time to consider solutions, which is refreshing in this industry.

What could they have done better?

Nothing. Very happy.

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

Help managing my investment portfolio.

How has Matthew Parkin helped you?

Building a bespoke portfolio taking into account my views.

Have you seen the outcome you were hoping for?

Yes, utilised tax allowances and delivered strong performance

What could they have done better?

nothing, very happy

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

I moved employers so wanted to review my pensions.

How has Matthew Parkin helped you?

He organised transfer and has managed them for the past 10 years.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no, Matthew is very professional and knowledgeable.

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

Imminent retirement and dissatisfaction with then current adviser.

How has Matthew Parkin helped you?

Used his extensive knowledge of funds to set up a well balanced portfolio and has made changes in the light of foreseeable events.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No-one is perfect, but Matthew has been very good.

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

I had several Pension Pots and decided to amalgamate most of them into a SIPP. Nearing retirement, a financial adviser was required to monitor my investments and to advise.

How has Matthew Parkin helped you?

Matthew has invariably acted promptly and efficiently. It is very reassuring to know that he can be contacted readily - this dissipates so much anxiety. His knowledge of the Fund Management industry is encyclopaedic. In summary, my experience is that he provides a custom-built service for individuals which is of exemplary quality-I have been delighted with it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No -one can predict the Market with infallibility but apart from that, I do not believe that Matthew could have improved his service to date.

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

After my mother passed away I needed an advisor to help me with the money I inherited. Matthew has helped my wife and I immeasurably.

How has Matthew Parkin helped you?

Matthew's advice and guidance has been incredible, I feel confident that my money is in the best possible place. His reading of the markets, his informative emails and his availability to chat all things finance has been a huge help.

Have you seen the outcome you were hoping for?

My portfolio under Matthew's guidance has performed much better than expected.

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

I had several company pension which I wanted to review pre pending retirement.

How has Matthew Parkin helped you?

Matthew reviewed and consolidated my pensions; thereafter taking over management of them.

Have you seen the outcome you were hoping for?

Yes, happy with my SIPP and the investment performance has been very good. Matthew is always on hand and provides a great service.

What could they have done better?

Nothing