Matthew's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 69 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 53 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 19 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 41 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 19 )
£100k - £200k ( 15 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Dorset
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For access to my pension savings
How has Matthew Porter helped you?
Understood and advised on investments relative to my attitude to risk
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in East Sussex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Better long term financial management.
How has Matthew Porter helped you?
Short and long term financial advice.
Have you seen the outcome you were hoping for?
Yes, subject to current stock market conditions.
What could they have done better?
More information on inheritance issues.
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?
About 35 years ago I needed advice on preparing pension provision for my retirement.
How has Matthew Porter helped you?
For the last 7 or 8 years, Matthew has provided sound advice and support regarding my pension provision.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing really, the advice and support has been fine. It's not been necessary to over-complicate things.
Review
by a verified client in Hampshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
regular workplace pension review
How has Matthew Porter helped you?
Provided sound advise in times when markets are sublject to change
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Matthew Porter helped you?
Matthew keeps me updated with my investment performance and gives advice about drawdown sustainability.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing