Matt Fleming

Matt Fleming

Fleming & Co Wealth Management Ltd

Matt's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 1 )

Pensions ( 87 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 50 )

Auto Enrolment ( 1 )

Investments and Savings ( 86 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 26 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 64 )

Financial Mentoring ( 10 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 20 )

£100k - £200k ( 12 )

Up to £50k ( 6 )

( 1 )

£50k - 100k ( 12 )

First impression

by a VouchedFor user

16 days ago

Overall

Please provide a brief comment about your experience with Matt

I emailed Matt about an issue with my teachers' pension. He called me back the same day and discussed the issue with me. He was very friendly and professional, explaining everything well, and helped me sort out what I needed to do. Many thanks Matt.

Review

by a verified client in Merseyside

19 days ago

Overall

Advice

Service

Value

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

Retirement funds to invest

How has Matt Fleming helped you?

Over the past 12 years Matt has given me sound advice and understands my financial position

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

evry thing is okay and every proceeding as planed

How has Matt Fleming helped you?

yes every thing going as planed

Have you seen the outcome you were hoping for?

good sound advice

What could they have done better?

well I don't know,its depend on markets

Repeat review

by a verified client in Lancashire

a month ago

Overall

Advice

Service

Value

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

How has Matt Fleming helped you since your last review?

Matt explained our finances and investments which will help us make future decisions. It is always reassuring to have someone to call on for help and advice. Thanks Matt.

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Planning

How has Matt Fleming helped you?

in every way we asked

Have you seen the outcome you were hoping for?

yes