Ian & Ann, Retired

Matthew has been our financial adviser for the past year. As we have known his family for many years we asked him to come to our home to explain his services. This he did  with great professionalism and an obvious good knowledge of his business. He makes the discussions easy to understand and does not over-complicate matters.

We spoke to other advisers but opted for Matthew as he was very personable, a good listener and had a very easy approach.  He gave us advice tailored to our specific needs which he had already researched by his careful questioning.

He is young, energetic and has a high capacity for work and is keen to keep abreast of all the latest trends in the financial markets. He is easily reached by telephone or e-mail to discuss matters relating to our investments and is always happy to talk and give freely of his time.

We have already recommended him to a friend who also took him on as her financial adviser and have no hesitation in recommending him to others.

Bookmark the permalink.

Comments are closed.