Case study

PLANNING FOR RETIREMENT

Phil & Sharon Middleton

CLIENT SINCE 2019

Matt didn’t come across as a normal financial services type of person.

We first approached Matthew because we’d seen his website and we could see he had some good Google reviews.

We had our pensions in various different places and wanted some help with understanding our options.

Matt didn’t come across as a normal financial services type of person. He was very natural and understood where my wife and I wanted to be. He wasn’t at all pushy. He just came across as a normal person if that makes sense.

Our goals in working with Matthew were to amalgamate our pensions and get them invested correctly. And if we can, to bring our retirement age down to our mid-50s. So that’s what we’re working towards now.

Matthew always keeps us up to date and informed and he’s always there if we need to talk to him. He imparts his knowledge to us which is what you want. It’s very confusing knowing what the right thing is to do when it comes to something like pensions and finances. So to know you have someone who’ll help you with all that and who you can trust is great.

Case studies

He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
client since 2017
When I think about my finances now, I don’t worry
Sue Johnson
client since 2015
Matt didn’t come across as a normal financial services type of person.
Phil & Sharon Middleton client since 2019
Matthew is always accessible.
Richard Langran
client since 2019

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