I have been a client of Matthew Douglas for over 5 years now. My pension and ISA portfolios have always been well managed and grown consistently, with recent 12 months growth even exceeding 17%. I feel I am in safe hands when it comes to planning my and my family's financial future and would recommend Matthew Douglas to others with similar needs. Thank you to Russell and the rest of the team.
I would like to thank Georgia for the clear and precise information that she has given me. Very professional in the advice she has given and listened to our needs.
She explained very carefully and precisely how and why she had given the advice. At all times she made it quite clear that I didn’t have to use her advice and we could part company at any time, at no cost to myself.
All costs relating to me using the company were given and I was very happy to agree to the terms.
I would happily recommend Georgia to anyone who wanted professional and friendly financial advice.
I have been a client of Matthew Douglas for around 3 years now. Russell has “held my hand” throughout those years and although I have only a small Investment, he goes to great lengths to give solid advice. He puts things across in a way that is easy to understand to enable the choice of options. Would I recommend him? Definitely. Thank you so much Russell. Lynda
Lynda Baird, Wiltshire
We all work hard in our lives and try to save up a pension for when that time comes for us to finally retire. It is a bit of a worry hoping that we have saved enough to carry on living that lifestyle that we have been accustomed to while we have been working.
I was talking to one of my customers and it came up in conversation on how quickly that time was approaching and that I was a little concerned about my pension pot and weather I would be ok.
The customer in question recommended Matthew Douglas as very good financial advisers and told me that her and her husband were very pleased with them and how helpful they were.
After doing my research on their website a meeting was arranged with Georgia Hall who came to meet me.
She was very helpful and we went through the usual questions about my finances and pension and what I was expected from it when I finally did decide to retire.
I have been saving in a personal pension since I was 21 which was ticking over but not really doing much ov
John Wood-Jones, Great Yarmouth
Matthew Douglas Limited was founded in 2003 by Matthew Pescott Frost and the head office has been located in Hadleigh, Suffolk since then.
With a second office in Redhill, Surrey, together we look after around 700 clients with 6 advisers across East Anglia, London & the South East.
We are a proudly independent Financial Advice business and have been recognised as a leading, Top-100 (i.e. top 2%) business for the past 7 years running. What that means is our business has an enviable reputation that we are constantly striving to maintain.
We listen carefully, learn what you are trying to achieve and do our very best to find the right solution for you and, in many cases, for your wider family.
Ongoing advice is often called 'hand-holding'; we prefer to think of it as building and maintaining your trust and delivering over time.
With a near-perfect client loyalty record, then we would seem to be doing the right things by our clients.
Where to find us
Head office address: Wheatsheaf House, 4 High Street, Wheatcheif house, Hadleigh, IP7 5AP
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.