My experience with XV Wealth Financial Advisors has been truly transformative, especially with Matthew and Chris leading the way. Transitioning to a new advisory firm can be daunting, but from our first meeting, I felt welcomed and understood. Matthew's ability and personalised approach have been invaluable in managing intergenerational wealth transfer. He took the time to listen to my goals, creating a comprehensive financial plan that aligns with my aspirations. In just a year, I’ve gained insights that empower me and assure me that my assets are well-managed. The service at XV Wealth is exceptional. Their proactive approach ensures regular reviews of my financial plan in response to market changes. Their attention to detail is reassuring, and no question is too trivial for them. I also appreciate their focus on my family’s financial future. Matthew’s plans for my children's future provide me with relief, knowing I can keep my lifestyle while caring for my loved ones.

I recently worked with Chris at XV Wealth and the financial plan I received has been incredibly helpful. I had some concerns about whether I’d be able to retire comfortably, but the plan gave me much-needed clarity and reassurance about my future. It also highlighted a few key steps I need to take to improve my situation, which has really put my mind at ease. I feel far more confident about my finances now—highly recommended!

Having divested from my company Matthew has put in to place a financial plan to guide us through retirement and beyond. We know we can continue to enjoy the lifestyle we have become accustomed to whilst also looking after those close to us. The level of personal service has been first class, nothing is too much trouble and the detail behind the plans are evidentially thorough

I have been working with Chris at XV for a while now and his advice has really helped me properly plan my run up to retirement. Having someone i can trust to keep an eye on things, ensuring my savings and investments are still working as hard as possible, whilst at the same time, protecting them against any significant losses, is invaluable.