What were the circumstances that caused you to initially look for an adviser?

To help ensure I was as prepared as possible in planning for retirement

How has Matt Cross helped you?

As well as putting a plan in place for retirement preparation, Matt has helped generally in terms of savings, investments and a more disciplined approach to financial management.

Have you seen the outcome you were hoping for?

It's a work in progress but definitely working towards the goal

What could they have done better?

Can't think of anything. Matt is accessible, responsive, warm and engaging

What were the circumstances that caused you to initially look for an adviser?

Matt contacted me, after my allocated SJP adviser had retired. My previous third party adviser had semi retired. I was not looking for a new adviser but I found Matt thoughtful and trustworthy, not selling me products but seeking to advise. I am approaching retirement over the next 5 to 10 years and looking to extend my savings and retirement investments and mix.

How has Matt Cross helped you?

Yes. Mostly by giving reassuring advice but at times introducing me to investments I’d not properly considered (VCTs and EIS). Also talking through retirement and savings planning.

Have you seen the outcome you were hoping for?

Yes, I think so.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I was going through a divorce, had no pension, needed advice during the process of pension sharing with my ex-husband and setting up a pension of my own.

How has Matt Cross helped you?

With Matt's help, I have set up a pension and am making efficient use of tax relief on my pension contributions. He has also been able to provide excellent advice regarding the process of pension sharing with my ex-husband - better than the advice I received from my solicitor in fact. He has proved knowledgeable, helpful and very efficient.

Have you seen the outcome you were hoping for?

Yes. I am now focused on what I need to do to have a more secure retirement and am building up my pension pot.

What could they have done better?

He has been excellent.

What were the circumstances that caused you to initially look for an adviser?

I was worried I was not properly saving for my family and retirement.

How has Matt Cross helped you?

Matt has a friendly and pragmatic style that really put me at ease. He’s full of great ideas and advice that have let me feel at ease with my finances.

Have you seen the outcome you were hoping for?

Absolutely, our first steps forward are positive and we’ll check back in a short time to work on the next phase.

What could they have done better?

There’s nothing to improve, top notch.

What were the circumstances that caused you to initially look for an adviser?

Financial planning in order to inform retirement decisions

How has Matt Cross helped you?

Recommended an appropriate investment strategy to meet our current and future requirements.

Have you seen the outcome you were hoping for?

Yes so far.

What could they have done better?

We would always welcome lower fees