Matthew Smith

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

I wished to consolidate various pension streams together to derive the best possible income in retirement

How has Matthew Smith helped you?

Matthew has been a very conscientious and trustworthy advisor to me for over a decade

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Satisfied with what has been delivered

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

My husband I were looking for a reliable financial adviser to best advise on how to manage our investments and pensions and prepare for our retirement

How has Matthew Smith helped you?

Matthew has given us his personal attention even as the business has grown over the years. He is extremely knowledgable, very patient and cares about his clients. Whenever we have a question we get an immediate response. The face to face annual review meetings are always helpful and thought-provoking.

Have you seen the outcome you were hoping for?

Yes. I have built my retirement fund significantly since engaging Matthew.

What could they have done better?

I can’t think of anything. Matthew and his team do a great job.

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

I was approaching retirement 8 years ago. Friends of mine assured me I would need a Financial Expert and gave me Matt Smith's details. We have never regretted this and would wholeheartedly recommend Matt to anyone nearing retirement

How has Matthew Smith helped you?

Matt has always been very approachable and very helpful with all our financial decisions. When we were buying a second home for our daughter ,Matthew was invaluable in helping us through the whole process.

Have you seen the outcome you were hoping for?

Absolutely. Matthew now understands all our finances and is happy to answer all queries ,aside from our annual meeting

What could they have done better?

Nothing I can think of.

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

My wife and I are both moving from full-time employment to part-time roles and eventually ceasing work. We needed impartial advice on financial planning for retirement, inheritance and other tax issues, wills and trusts, and pensions.

How has Matthew Smith helped you?

Matthew heads a very strong team that provides impartial advice on financial planning, with specialist advice in areas of investment and legal partners to draw up wills and trusts. Matthew ensure that the whole service is coordinated and delivered to a very high standard. Matthew himself provides a clear and effective overview of the financial issues, challenges and opportunities involved, producing a comprehensive plan taking account of income, expenditure and changing needs, in a way that allows clients to examine the "what ifs" and alternatives easily.

Have you seen the outcome you were hoping for?

Yes. The result has been a very informative and helpful financial plan that has provided us with clarity and asurance.

What could they have done better?

Very little - the service has been excellent.

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

My husband and I were looking at how to pull various savings and pensions together to get an overall picture of our finances

How has Matthew Smith helped you?

Matthew has helped us by pulling all of our savings and investments together so that we can plan for the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing