Matthew's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 5 )
Pensions ( 49 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 94 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 23 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 18 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
( 1 )
Up to £50k ( 4 )
£50k - 100k ( 8 )
Review
by a verified client in Flintshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A friend recommended Matthew when we became concerned regarding our investment and pension portfolio with another company
How has Matthew Wilson helped you?
Matthew has been so helpful and encouraging with his advice and professional support regarding our pensions and investments
Have you seen the outcome you were hoping for?
Yes and more, we are extremely pleased with the results even now during this difficult time. Matthew is so confident in his work that he makes you feel confident in all our decisions regarding our pensions and investments
What could they have done better?
Nothing we are extremely pleased with his results
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Matthew
Matthew was very helpful and provided plenty of feedback on my situation
Review
by a verified client in Denbighshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was an existing client of SJP and Matthew was recommended to me
How has Matthew Wilson helped you?
Matthew has helped me in many ways and whenever I need him he is always at hand. His professionalism and expertise is second to none
Have you seen the outcome you were hoping for?
Very much so, I am so pleased with all the results
What could they have done better?
Nothing
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended to contact Matthew by a relative and I have never looked back since.
How has Matthew Wilson helped you?
Big help to me with my investments.
Have you seen the outcome you were hoping for?
More than i expected
What could they have done better?
Certainly not.
Repeat review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Wilson helped you since your last review?
Looked after my investments and has advised me extremely well. Also a big welcome to Jordan who visited me on my recent appointment.