Matheson Charles Financial Service in Bath

Reviews

1. Scott Drew ★★★★★

   I can't thank Toby Bain of Matheson Charles enough for being so generous with his time and for being so clear in his advice (given freely, informally and without obligation). What a breath of fresh air! Despite a few technical difficulties at my end, Toby was able to help me navigate my confusing array of options to help narrow them down. It's so unusual to find a person and a company these days that will do this without wanting to charge you the Earth! Thank you for your time and patience, Toby. Highly recommended!

   1 year ago
2. Joanne Rolliston ★★★★★

   I highly recommend Matheson Charles for financial advice and guidance, especially the services provided by Toby Bain. Our family’s personal experience with Toby has been outstanding, and we have confidently referred him to numerous clients and friends Toby's commitment to his clients’ best interests, even when it did not result in financial gain for himself, speaks volumes about his integrity and professionalism.

   almost 2 years ago
3. Sandra Langley ★★★★★

   Excellent service. For a long time I was looking to find a financial advisor to help me with my pension. Over the years we have experienced poor service from other IFAs which has made us very cautious about the financial profession and the IFAs motives, but Toby was completely different. We found Toby to be personable, listened carefully to our needs, took his time to research market and presented us with options that were easy to follow. Nothing was too much trouble, always pleased to help and answer our questions promptly. We would highly recommend Matheson Charles and Toby. Kevin

   almost 2 years ago

1. Rebecca Bennett ★★★★★

   After consolidating my self-employment as a long-term prospect this year, I committed to undertaking a financial review as I had particular concerns about the disparate nature of my pensions from multiple employers (a common situation for my generation). I worked with Toby to review my pensions and found him to be really helpful. He listened carefully to my requirements, took the time to research and explain the different options available to me with no pressure to purchase. I really feel that I am now equipped with everything I need to understand my pension position, options and outlook and to plan for my retirement with confidence. I am so pleased to have found Matheson Charles and I couldn't recommend the service provided more highly.

   almost 2 years ago
2. Nigel Price ★★★★★

   I highly recommend this company. I reached retirement age and needed someone to sort out my two private pensions. The service Toby provided me was perfect, fully explained everything to me, and after discussing my financial situation and future plans, he then supplied me with fully documented different options that I could take, which were exemplary. My pension company made some errors in what they paid me, Toby noticed this, and promptly sorted that out too. First class from start to finish.

   almost 3 years ago
3. martin dover ★★★★★

   I came unexpectedly into a private pension pot and didn’t know how to use it without paying a lot of money in tax or how to get the things I wanted but once I sat down with Toby it was all made so easy and he made it a pleasurable experience while still being 100% professional needless to say I got all I wanted and more, I can’t thank him enough!.

   almost 4 years ago

1. Gus Cuthbert ★★★★★

   Toby was very helpful and explained things clearly, no pressure, no tricks. Would happily use again in the future.

   almost 4 years ago

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