Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 61 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 18 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 36 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 13 )
£100k - £200k ( 15 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approached Retirement Age
How has Matthew Porter helped you?
Reviews and advises on personal pension plan
Have you seen the outcome you were hoping for?
In the short term we have...
What could they have done better?
I am happy with what Matthew has done
Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
advice of management of inheritance
How has Matthew Porter helped you?
continued help and advice on our ISA
Have you seen the outcome you were hoping for?
We would always like more income but Matthew can't arrange that!!!
What could they have done better?
They were absolutely fine.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assist with managing my company pension
How has Matthew Porter helped you?
He has given me advise about my pension and my other investments
Have you seen the outcome you were hoping for?
Yes my pension is growing
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Appointed through work
How has Matthew Porter helped you?
Great for financial advice and long term planning
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
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wider family inheritance, retirement, investment planning
How has Matthew Porter helped you?
Pension consolidation, review of mine and wider family financial affairs
Have you seen the outcome you were hoping for?
Yes, consolidation of pensions, changes in family financial planning
What could they have done better?
N/A