Talking Finances Ltd

Reviews

1. Georgette Gronn (Geordie) ★★★★★

   Pete is a friendly and well informed financial advisor who helped us understand the process and guided us with care and a lot of patience ! He explained things in terms we could understand and allayed any concerns we had . We feel like our finances are in safe hands thanks to Pete and would highly recommend his services .

   1 year ago
2. Anna Skinner ★★★★★

   We met Peter Matthews at Talking Finances last year, when we were looking to review our financial position and plans ahead of retirement. Peter was excellent giving us a great deal of information which we had not been aware of previously, and advice on the different options available to us. He explained everything fully, giving different choices with their respective pros and cons, answered all our questions patiently and gave us as much time as we needed to work out our preferred route forward. A year on, we are very happy with our decisions to date, and Peter is always available to talk to should we have any concerns or queries. It is very good for us to be working with someone whom we trust, as well be able to offer the expert advice we need.

   almost 2 years ago
3. Deb Isles ★★★★★

   My husband and I had several pension pots and investments which we did not have the time or interest to properly manage. Peter Matthews at Talking Finances enabled us to sort out our finances into a coherent strategy for retirement. He explained things clearly and was happy to answer all our questions patiently. I never felt he was pressurising us to make decisions we were uncomfortable with or did not fully understand. We could not have done without his help, and I would recommend him to anyone daunted by managing their money.

   almost 2 years ago

1. iki virk ★★★★★

   For sometime we had been confused how to manage our multiple pension pots and how to invest any surplus funds we had....thankfully Talking Finances (Datchet) and Peter Matthews were able to simplify this for us and show us the best way forwards as a family, every conversation we had with Peter gave us more confidence that we are on the right path and we are super happy with Peter's professional manner and expert advice, he was always very clear and very transparent and I would have no hesitation in recommending Peter and the Talk Finances team to friends and family. We will definitely be using their professional services for all future finance related decisions we need to make.

   almost 2 years ago
2. Holly Kite ★★★★★

   Pete was fantastic! As someone who knew very little about financial investment, I was slightly nervous! But Pete put me at ease straight away and I learnt so much from him. Pete explained what seemed daunting to me, in such a clear way and took the time to ensure I fully understood everything. I could ask questions without feeling silly and really enjoyed our meetings (especially when they were in the pub!). Thank you for all of your help and support!

   almost 3 years ago
3. Louise Routledge ★★★★★

   Peter from Talking Finances worked with my partner and it was on his recommendation that I sought their advice. Having never had financial advice before, I didn’t know what to expect but Peter took me through everything step by step. I felt confident and informed at every stage and I am delighted with the financial plan I received at the end of the process. We have already started implementation and I can see the benefit of their recommendations now, but I also know that the future looks far better for me financially than before I spoke to Peter.

   almost 3 years ago

1. Tom Storey ★★★★★

   I reached out to Pete to help with my financial future initially. Pete helped me understand more about where I am currently and helped me identify where I want to be going forwards. He made me feel very comfortable throughout the whole process and now I feel more confident financially after speaking with him

   almost 3 years ago
2. Guy Button ★★★★★

   Having made an initial enquiry relating to pensions I was lucky enough to be put in touch with Peter Matthews, one of the financial advisors at Talking Finances. Peter instigated a more thorough discussion of savings and financial planning which was greatly received. My initial questions were answered by this knowledgeable and personable advisor and he was able to give a series of suggestions which have led to positive changes in my saving habits and peace of mind that, as a self employed person, I will be able to ensure that I can afford to retire when the time comes! Great communication combined with knowledgeable advisors mean that I would be happy to recommend Talking Finances.

   almost 3 years ago

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