What do our clients say about us?

Matthew remains in contact; regularly reviews our portfolio and circumstances; he advises but never pressurises. He is very knowledgeable, and we trust him. We have recommended Matthew to others and we know they are also pleased with his advice. Added to which Matthew is a personable man. Matthew has been handling our finances since the early 1990s (I know he doesn’t look old enough!!) and in that time, we have never had cause to be unhappy with his advice and the outcomes arising from it.

Pat, Malmesbury

Needed investment planning and set up of pensions and retirement plans for me and my employees. I would vouch for my adviser because he offers a professional service in understanding our goals and needs, paying particular attention to our attitude to risk, both for our family finances and my business. He acts as a source of trusted advice for all things financial whenever we need it and has provided us with clear, impartial guidance and always ensured that we fully understood the types of financial products he was recommending if appropriate and why they are suitable. He has also set up an excellent pension and retirement plan for me and my employees and offers a very proactive service ensuring we get very good returns on our investments. He has also helped ensure we have the cheapest mortgage deal which has not been easy to secure in the current climate.

Seb, Bishopston


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