Flying Colours

What were the circumstances that caused you to look for a Financial adviser? Retirement. How did Mathew Angell help you? Matt gave great advice on my pensions and investments compared to other advisers I had spoken to. I have been able to retire , confident I will have sufficient funds. What is your current situation? Have you seen the outcome you were hoping for? Yes.

What were the circumstances that caused you to look for a Financial adviser? Understanding Drawdown and tax implications.Initial evaluation of pension options in the context of Drawdown, to be used to buy property. How did Mathew Angell help you? Matt gave me the advice I was seeking - to understand Drawdown and pension options. Matt also gave a lot of sound, common-sense type advice associated with the issues I was encountering. What is your current situation? Have you seen the outcome you were hoping for? It's early days - this was the first meeting, 3 days ago. However, advice given was very clear. No products recommended yet, apart from one and I have already followed up on Matt's suggestion to get a Monzo account and card, to better track my finances. What could they have done better? It would be good to have a customer version of Cashcalc - to be able to take my time, play with options and formulate questions for the next meeting.

Mathew gave excellent advise and enabled me to access my pension earlier and at a higher level than I expected to be possible. He was always available friendly and professional

What were the circumstances that caused you to look for a Financial adviser? Release of lump sum from a pension. How did Mathew Angell help you? With advice and obtaining lump sum. What is your current situation? Have you seen the outcome you were hoping for? I have the outcome that i wanted. I am enjoying the lump sum and I also have another pension that is paying me every month. What could they have done better? Nothing. Matt was extremely helpful and went the extra mile to help me get the money quickly.

What were the circumstances that caused you to look for a Financial adviser? I needed advice on transferring a previous pension to my current pension. How did Mathew Angell help you? He explained that I would be better off leaving my previous pension where it is. What is your current situation? Have you seen the outcome you were hoping for? Yes, I now feel happy with the decision.

I think pension planning is a minefield for the unanisiated so you need someone who can talk you through it in terminology you can understand. Mathew does this very well and he guides you enough to allow you to make informed decisions.Mathew provides a personable accessible service and I would highly recommend him. What could they have done better? Maybe communicate a bit more while the customer is waiting for responses from other bodies.

What were the circumstances that caused you to look for a Financial adviser? Looking to create a suitable plan for my upcoming retirement. How did Mathew Angell help you? He provided clear and concise advice, which helped me set up a plan for my future retirement. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? I feel Mathew was understanding of my personal needs and helped me exactly how I was expecting.

Mr Angell was very helpful in explaining what benefits me regarding my pension, Very easy to talk to and knows his stuff

What were the circumstances that caused you to look for a Financial adviser? An offer to accept a lump sum in place of a pension. How did Mathew Angell help you? Provided advice on the available opportunities in managing my pension fund and actioned the transfer and investment. Plus gives ongoing advice on how best to keep costs under control and arranged drawdown. What is your current situation? Have you seen the outcome you were hoping for? Mathews advice and guidance has allowed me to retire 5 years earlier than I originally thought. What could they have done better? Faster responses would have been nicer some times. But I appreciate that Mathew was very busy at the start of the year.

Did I all I could ask for, in a professional manner. In my circumstances, he could have done nothing better!