When I retired in April 2006 I had several different pension funds. Government policy changes over the years to pensions in the private sector meant that these had been frozen. Prior to this, the only option was to buy an annuity. However, I realised that I needed some professional advice and on making enquiries was introduced to Matthew of Matthew Douglas. From the outset Matthew understood our situation and that we needed a plan offering a reasonable return but safeguarding the funds we had. Fourteen years on despite two major market downturns our confidence in Matthew Douglas remains. Without Matthew’s help and advice we are certain we would not be in such a strong financial position today and therefore have no hesitation in recommending the Matthew Douglas organisation.
Mr Leggett, Colchester Malcolm Leggett, Colchester
We first met Anthony West following a personal recommendation from a friend who is also a client of Matthew Douglas. From our first meeting and throughout, Anthony listened to our requirements and provided clear guidance for us to make informed decisions on solutions for our financial needs. Anthony always responds promptly to any contact and we have enjoyed our regular face to face meetings, which have now moved online.
Anthony has quickly become a trusted adviser and this never has been more evident than during the pandemic when his proactive calls and recommendations really calmed our nerves. We have full confidence in Anthony’s financial advice and our investments have performed well during the time we have been clients of the firm. In light of this and Anthony’s approach to business,
We would not hesitate to recommend the services of Matthew Douglas to our friends and family.
Mr & Mrs H, Essex Mr & Mrs H, Essex
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.
Mr Temple, Surrey Mr Temple, Surrey
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.
Miss Baird, Wiltshire Miss Baird, Wiltshire
We are proud to promote our joint venture relationship with Ellisons Solicitors – one of the East of England’s oldest established legal practices, employing over 20 partners and 80 fee-earners, and we are responsible for Financial Planning for their wide-range of clients.
