Matthew's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 5 )
Pensions ( 44 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 36 )
Auto Enrolment ( 1 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 26 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 32 )
Financial Mentoring ( 5 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 13 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Repeat review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
Our world is ever changing and we are now looking to get Matt’s advice as to how to navigate our next steps - especially gifting
Repeat review
by a verified client in London
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
Continued solid advice and financial planning
Repeat review
by a verified client in London
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Matthew Forbes helped you since your last review?
He has continued to provide advice on a regular basis, with a deep knowledge of the financial requirements of my wife and myself, and our attitude towards (reducing) financial risk.
Repeat review
by a verified client in Bedfordshire
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 Forbes helped you since your last review?
Matthew provides clear and useful short and long term advice for my self and all of my family. I would whole heartedly recommend Matthew.
Repeat review
by a verified client in East Sussex
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 Forbes helped you since your last review?
The usual high quality advice based on Matthew’s extensive knowledge and experience