Matheson Charles

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.
Mar 23rd, 2023

Positive: Professionalism, Responsiveness, Value
Feb 26th, 2022

I came unexpectedly into a private pension pot and didnt 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 cant thank him enough!.
Jun 28th, 2021

What a fantastic experience with Toby Bain at Matheson Charles! Toby has not only looked after my personal finances successfully for several years, but in recent times I have been thrilled to recommend Matheson Charles to family and friends as well. The experience has been consistently superb. Toby is deeply knowledgeable, analytical, calm and clear, providing exceptionally practical as well as extremely insightful financial advice second to none. It is also interesting to note that my small spread of investments includes one other (nationally known) IFA. After a recent annual review, and despite their long-experienced, expert fund managers compared to Matheson Charles intelligently evidence based investment strategy, even with current challenging worldwide financial circumstances I came to realise that Matheson Charles have already exceeded their return in a relatively much shorter timescale. Really quite astonishing. I also introduced a close friend to them, having received a small inheritance, unsure what best to do, afterwards he explained what a pleasure Toby is to work with, thrilled with the amazing advice my friend thanked me in person for becoming a client having achieved his dream of almost instant, early retirement! He also pointed out another valuable benefit; since Toby and Jack are younger than us, yet remarkably experienced and knowledgeable for their years, theyll be able to look after things for us for the rest of time. Furthermore, as a true illustration of Matheson Charles deep integrity, I most recently recommended my niece, confident that a tax-free ISA would suit her needs well. After a patient, well-considered and amazingly helpful meeting with Toby, Amy left delighted with the professional advice which, even despite my own amateur nod towards an ISA being the right thing to do, Toby carefully and meticulously weighed up all aspects to happily conclude the most appropriate outcome for Amy was, in fact, to remain with her present savings strategy, and *not* to make a separate investment on this present occasion at all! Amazing and superb professional advice, provided with nothing to Matheson Charles' own financial gain whatsoever. I honestly cant endorse this amazing team more highly, and I wholeheartedly recommend anyone with considerations to savings, a pension or any other investment, however modest, to contact Matheson Charles at the earliest possible opportunity. Safe in the knowledge that our money is meticulously managed for optimal growth, and that their trusted advice is always provided in their clients best interests, and not their own. Matheson Charles are truly exemplary. Finally, I hope Toby wont mind me saying that as I have come to know him more and more over the years, what a talented, genuinely kind and deeply caring person Toby is in life as well as business. Thank you from the bottom of my heart Toby, for looking after my friends, my family and myself so superbly; other long-established IFAs could learn a thing or two from Matheson Charles! An outstanding firm of trusted financial advisers who are an absolute pleasure, and frankly a privilege, to be able to happily recommend confidently and wholeheartedly. With sincere thanks again Toby, if I could review Matheson Charles as six Google stars out of five, I happily would!
Mar 29th, 2023