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Matheson Charles Reviews 2

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TrustScore 4 out of 5

3.8

Financial Consultant
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Company details

  1. Financial Consultant

Written by the company

An Independent Financial Planning firm helping clients gain control and confidence in their financial future.

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3.8

Great

TrustScore 4 out of 5

2 reviews

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Rated 5 out of 5 stars

I couldn't be more impressed

I couldn't be more impressed with the services provided by Matheson Charles. From the moment my wife and I talked with Toby, it was clear we were in the hands of a true professional with awesome advice to change our lives. His Financial Planning service has been a game-changer for us. If praise is not enough and you need real world numbers well within less than 2hrs of our time we have seen a complete overhaul of my pension and we have seen a 75% reduction in costs. Over 25 years and with a 7% growth rate for everything Toby has done, it equates to a £40,000 saving and that is worth 2hrs of anyone's time. Thanks again Toby 5 stars, 100% recommended.

3 March 2025
Unprompted review
Rated 5 out of 5 stars

Pension advice

The company came highly recommended and didn’t disappoint. Toby listened to my expectations and suggested a policy that would meet my needs. There was no hard sell and I was given ample time to make my decision or even pull out if I felt uncomfortable with any of the process. I would definitely recommend this company to friends and family.

30 September 2024
Unprompted review

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