David & Sue

“We feel confident about our financial future, thanks to Matthew and his advice”

Sue:

Hi, my name is Sue. This is my husband, David. We’ve now been with Matthew for the past 17 years.

David:

I met Matthew 17 years ago when I was running a business and a partnership. He was recommended to me by a friend, and after listening to what he had to say, he seemed to fit the criteria that I was looking for in an adviser.

Sue:

When I was first introduced to Matthew, I needed help with planning my pension fund. I hadn’t got a clue what to do with it. So, Matthew gave me incredible advice and has been doing so ever since.

Matthew makes me feel very confident. When I first met Matthew, I was a little bit worried about asking what I viewed as silly questions. Matthew just talked me through everything and didn’t make me feel at all stupid. He reassured me that they were good questions to ask, and has given me good advice.

David:

Just recently, we decided to go through a change in the company that’s looking after a percentage of our money. On Matthew’s advice, he said he could get us a better deal with the same level of service. So, he’s played a major part in making that go through.

I like working with Matthew because we have an annual meeting where he covers everything, and he sends us spreadsheets on a regular basis, so we can see what’s happening with our finances. This is most useful because we can go back to old spreadsheets and see how he’s performing.

Sue:

I feel very secure about our financial future. Matthew has given us really good advice. Also, he’s advised us on making a will, getting probate sorted out, and areas that we hadn’t thought of; he’s steered us in the right direction.

David:

The three words I would use to describe Matthew would be available, knowledgeable and reliable.

Sue:

Matthew makes assurances to us about spending and assures us that we can spend our money and stop panicking about our longevity. It’s all been good advice.

David:

I think the best piece of advice Matthew has given us is that, really, there is no need for us to worry about our financial situation. He’s constantly reassuring us that the money we have will adequately last us with his careful planning and knowledge of the markets.

Sue:

I would certainly recommend Matthew for his honesty, truthfulness, and reliability. Actually, in the past, we recommended him to a friend who was in a difficult position, and he literally gave his time in a telephone discussion with her and helped her so much.