Clients consistently praise Matt at Momentum Wealth for his expertise in pension planning, retirement advice and complex financial products such as RSUs and ESPPs. They appreciate his clear communication, approachable manner, proactive service and ability to simplify complicated concepts. Reviewers report feeling more confident about their financial futures and their retirement plans following his tailored guidance.
Informative and friendly chat with Matt, he was able to provide guidance and advice on my pension and retirement journey.
Response from the owner:
Thanks for the review Simon, happy to help with your Retirement Planning.
After thinking for a while about taking early retirement, but knowing very little myself about about how to manage pensions or whether retirement would be affordable at 55, I looked at a few financial advisers.
I initially came across Matt through his YouTube channel. After an initial free consultation I decided to proceed with Matt to manage my various private pensions.
I'm really happy with how things have worked out with Matt. He has a great deal of expertise and quickly optimised my various plans for maximum return. He's very proactive and approachable. We have regular review calls to discuss how things are going and any changes that might benefit my pensions going forward.
I would be more than happy to recommend Matt to anybody looking for a financial adviser, specifically around pension planning.
Response from the owner:
Thank you for the review Paul, it's been a pleasure working with you as your financial adviser!
Having done a huge amount of research and planning on whether and when I could retire, I signed up for a number of free initial consultations with a range of Financial Planners, one of which was Matt. I found his style, approach and way of working very appealing and aligned to me. I then moved forward with Matt and worked with him on my retirement plan and timings. He is a pleasure to work with and I therefore heartily recommend Matt to anyone wanting the expertise and reassurance as you plan or head into retirement.
Response from the owner:
Thank you for the review Jon, it's much appreciated and been a pleasure working with you as your financial adviser on your retirement planning.
My search for a financial planner with expertise in Restricted Stock Units (RSUs) and Employee Stock Purchase Programs (ESPPs) led me to Matt at Momentum Wealth. His talent for simplifying complex financial planning is remarkable, and the advice he’s provided has given me dramatically increased confidence in reaching my goal of retiring at 55.
Response from the owner:
Thanks for the lovely review Darryl, it's been a pleasure to work with you on your financial plannning.
Friendly, clear and concise - many thanks :)
Response from the owner:
Thank you Ollie, much appreciated!
I’m incredibly grateful for the support and expertise Matt has provided. He has helped me sort out my finances with clarity and confidence, and worked with me to plan effectively for the future. His advice was always professional, insightful, and tailored to my needs. I would absolutely recommend his services to anyone looking for trustworthy and knowledgeable financial guidance.
Response from the owner:
Thank you Joanne! It's been a pleasure working with you as your financial adviser.
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Highly Recommend Matt’s Financial Planning Services!
I came across Matt’s YouTube channel while searching for very specific financial advice—and I’m so glad I did. Out of all the advisors I reached out to, Matt was the only one who could help me make sense of my company stock package, which had been a major source of confusion.
From the start, Matt was professional, approachable, and incredibly knowledgeable. In just a couple of months, I’ve learned so much and now have a clear financial plan that gives me real hope for the future. It’s also helped ease a lot of the financial stress and uncertainty I’ve carried for years.
As a former athlete, financial literacy wasn’t something I had during my sports career, and retirement brought a lot of challenges. Thanks to Matt, I finally feel like I’m back on track as I build my next chapter in the corporate world.
Huge thanks to Matt for helping me take control of my finances and move forward with confidence!
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Response from the owner:
Thank you for the review Marilyn! It's been a pleasure working with you as your financial adviser.
Very knowledgeable. Explanation was on point and exactly what I needed to move forward with my plans. Thank you Matt !
Response from the owner:
Thank you Liliana, much appreciated!
I had an excellent experience with Matt. He provided clear and insightful advice on my RSU stock options, helping me understand how to make the most of them for my financial goals. He's expertise and ability to explain complex financial concepts in an easy-to-understand way were incredibly helpful. I feel much more confident about my next steps thanks to their guidance. Highly recommend their services!
Response from the owner:
Thank you Pelumi, glad I could help with your RSUs.
Matt is a wonderful IFA who absolutely went the extra mile for me and helped me to move on to rapidly get towhere l wanted to be. Matt dealt with all my uncertainties and worries calmly and thoroughly and is now my go to IFA. I warmly recommend him to anyone needing financial advice
Response from the owner:
Thanks Vic for the lovely review!
Response from the owner:
Thanks Arthur!
We had a really good experience working with Matt. Gave us a clear review of our finances and showed us detailed projections for the future, into retirement and beyond. He also did a lot of work on how best to optimise our pensions and helped us to make the switch. We really appreciated the personalised service he gave
Response from the owner:
Thank you for the review Tom! It's much appreciated!
