When I was setting up my own Psychotherapy clinic on a full time basis I knew about running the business and managing the money in terms of that. I didn't however know about looking after myself with regards to setting up for my future and looking after myself should anything happen to me. I was given Matthew's name and from the very minute I made contact he was attentive, full of information, and made sure I understood every step of the way the information he was providing. He ensured I had everything I needed in place to build towards a bright future for myself as well as my business. Whenever I make contact with Matthew I know that he will get back to me quickly and with an answer. I have been so impressed with Matthew that I have recommended him to numerous friends who are running their own business and to those who need advice in financial planning generally. Would 100% recommend to anyone.
Matthew has been my financial advisor for around 10 months. He put me at ease straight away by getting to know me, and what my priorities were for my money in the short, medium and long term. It's never too early to think about retirement. We discussed different options with regards to savings & investments, as well as protecting my most important asset - myself! I managed to instantly save on my personal income protection which is always a win. I have no hesitation in recommending Matthew to my friends and family.
To others who may be considering using Matthew Denne Financial Planner of ad+ financial, I first met Matthew four years ago, when I was looking for financial advice regarding various issues for myself and family which needed professional financial advice. I found him to be extremely detailed, honest and constructive, easy to talk to regarding some very personal financial matters Following the financial advice he gave regarding myself and my wife, I decided to put his suggestions into practice and requested, he put the proposals in writing, along with the positives and negatives. Along with my wife we invested accordingly and have been delighted with the service received. Matthew keeps in touch with us regarding any changes he thinks could be helpful or detrimental to our investments. I would and have recommended Matthew and his financial team at ad+ financial to other prospective clients. I can only say on behalf of my wife and myself, thank you Matthew.
l have known and engaged Matthew for the last four years in all matters in connection with my pension arrangements. I have found his advice sound, balanced, backed with factual market intelligence and of the highest integrity. I would have no hesitation in recommending Matthew as an adviser and confidant in sensitive financial matters.
I would highly recommend Matthew Denne as a Financial Planner. In the 3-4 years he’s been working on my behalf I’ve found him to be very reliable, approachable, courteous, trustworthy and extremely knowledgeable in all aspects of any financial planning matters I’ve discussed with him.
In particular, over the last year or so, my circumstances changed and I needed Matthew to urgently process a change to my pension plans. He accepted the challenge and pursued the solution with vigour, keeping me fully informed of developments. It wasn’t straightforward and he encountered some resistance then rejection to the proposal but with perseverance and considered arguments he concluded the amendments to my total satisfaction prior to the deadline I’d set.
This served to ease my mind during what was a very difficult time so I’m grateful to Matthew for his professionalism and understanding.
Paul and I would highly recommend the services of Matthew. We have been dealing with him since the birth of our children, so we have known him for nearly nine years. Matthew has gone out of his way to touch base personally and come visit us at home when our twins were very small and travel was problematic. He went above and beyond when others in the same company fell far short of the level of attention and service he provided. We have stayed with Matthew through two of his employment moves and will remain with him, despite the challenges of time and distance constraints as we now live in Australia.
Matthew has gone to great efforts on our behalf and we trust his professional advice implicitly. He is a rare individual whose integrity and honesty are above reproach. Our finances have benefitted from his advice and management and we are now very happy to call him friend.
Paul and Alison