Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 73 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 56 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 20 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 42 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 21 )
£100k - £200k ( 16 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Dorset
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having been employed in the insurance industry, I have always had access to an adviser.
How has Matthew Porter helped you?
By asking relevant questions and providing appropriate answers.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The connection was related to a work pension scheme
How has Matthew Porter helped you?
Mathew has always provided solid and reliable advice to help me fix my pension targets.
Have you seen the outcome you were hoping for?
To date its been positive, obviously its all ways subject to market fluctuations
Review
by a verified client in Hampshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Part of company pension.
How has Matthew Porter helped you?
Sound advice on pension, inheritance and investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He took over from my previous advisor
How has Matthew Porter helped you?
Always very helpful with advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband used a financial adviser, so I continued to do so after his death
How has Matthew Porter helped you?
Meeting with me each year to discuss any changes in my circumstances. Being available should I have any financial queries between our annual meetings.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing to my knowledge!