Matthew Slessor

We were undertaking a review of our pension scheme, a benefit which has been much valued by the members and felt that to provide the additional support during the transitional period, we needed to bring in the services of a professional financial adviser firm.  It was important to us that the firm was local to Cumbria and able to create a trusted relationship with our colleagues who were trying to understand how the proposed changes would or could affect them.

The feedback from our members has been extremely positive; they valued the independent, professional and considered advice and support the team at Armstrong Watson were able to provide.  Matt and his team were able to accommodate meetings on site, at home or in one of their local offices; nothing seemed to be too much trouble and the advice given to the members has been critical in allowing informed decisions to be made.

Working with Armstrong Watson has been a positive experience and we hope to continue to build on this relationship for future initiatives

I needed to review my retirement planning and Matt helped me to review my existing arrangement and advised on consolidating them for me to reach my selected retirement age. I was very happy with the solution and we catch up regularly to review it. Matt could not have done anything more.

I wanted to retire from full time work and was concerned about the tax implications of doing so. Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations and then produced a realistic plan to ensure my goals could be met. The outcome has met my expectations and I am now enjoying semi-retirement in the most tax efficient way possible. 

Matthew is my parents’ financial adviser and because of their advancing years I often attended review meetings with them. Because of his kindness to them and the way he imparted information, I decided that he was someone I could trust when I had a small amount of capital to invest and when I was looking to transfer my small pension. Matt took the time to get to know my circumstances before making his recommendations to invest money in an ISA and to transfer my small pension pot to make it more accessible, given the recent changes to pension rules.  Matt always returns my calls or responds to emails which I appreciate. I think he gave me the best advice possible given my financial situation.

I was looking to retire and needed advice on my options. Matt analysed our circumstances and gave professional and timely advice. He went above and beyond our expectations and as result I have now retired with confidence following his advice and recommendations.

I needed to review my retirement planning, and Matt helped me to review my existing arrangement and advised on consolidating them for me to reach my selected retirement age. I was very happy with the solution and we catch up regularly to review it.  Matt could not have done anything more to improve the situation.

Matthew is my parents Financial Advisor and because of their advancing years I often attended review meetings with them. Because of his kindness to them and the way he imparted information I decided that he was someone I could trust when I had a small amount of capital to invest and also when I was looking to transfer my small pension.   Matt invested monies in an ISA for me and also transferred my small pension pot to make it more accessible, given the recent changes to pension rules.  Matt always returns my calls or responds to emails which I appreciate.  I think he gave me the best advice possible given my financial situation.

I wished to discuss my pension options in relation to my final salary pension scheme.  Matt obtained all the relevant information and presented this information in a way that was easily understood.

I do not think that Matt could have improved on the service he provided, and I have quite rightly remained in the scheme given my circumstances, which was the outcome I was looking for.

I wanted to retire from full-time work and were concerned about the tax implications of doing so.  Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations then produced a realistic plan to ensure my goals can be met.  The outcome has met my expectations, and I am now enjoying semi retirement, in the most tax efficient way possible.

I was looking to retire and needed advice on my options. Matt analysed our circumstances and gave professional and timely advice. He went above and beyond our expectations and as result I have now retired with confidence following his advice and recommendations.