Case study


Sue Johnson


When I think about my finances now, I don’t worry

When I first met with Matthew, I’d recently become widowed. I had never had any responsibility for finances before that point; I was totally naïve.

I’d had a lump sum from my husband’s work to invest and an insurance payout. But I didn’t have a clue how to go about dealing with everything. My neighbours recommended I speak to Matthew. I found him very easy to talk with and he gave clear, simple, easy-to-understand advice. Which was just what I needed.

 It was such a worry when I first lost my husband. I didn’t understand about my finances. My husband worked at Barclays bank so he’d always dealt with everything. If there’s one person in a relationship who’s happy to deal with the finances, you just let them, don’t you? But it meant I was totally naïve. I didn’t even know how much was in my current account, that’s how little I knew!

I’d retired early. I was 58 when I finished working and I was worried that I might need to go back after my husband died. But then talking everything through with Matthew when I got my payments through, he helped me to see that with good investment I would be fairly comfortable off and in fact, I didn’t need to return to work. I was so relieved!

Matthew also gave me the confidence to know that I could treat my children every so often. They’re adults but it was so nice to find out that I was financially stable enough to be able to look after them too.

When I think about my finances now, I don’t worry.

Matthew is always there. He’s always on the end of the phone. In the early days, he was always there to reassure me. I was a worrier – I still am a worrier – but just after my husband died, I worried massively about my finances. I used to phone Matthew a lot and he’d tell me it was alright if I wanted to buy something; it was ok if I needed to buy a car. I needed his reassurance a lot at the beginning and he was always happy to provide that.

Case studies

He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
client since 2014
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 2018
Matthew is always accessible.
Richard Langran
client since 2019

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