Matthew Porter

Matthew Porter

Argentis Wealth Management

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!