Matt Merchant – Officially a Top-Rated financial planner

14 April 2021 - Elizabeth O'Hanlon

We’re delighted to announce that Matt Merchant, Independent Financial Adviser has qualified for this year’s VouchedFor Top Rated Advisers guide.

The Top Rated guide is distributed by The Times and was created to help identify the best financial planners throughout the UK. Being included in this guide is a privilege for any financial planner and we’re proud of the work Matt has done to qualify.

VouchedFor, like Tripadvisor but for financial planners
In case you haven’t heard of VouchedFor before, let us quickly summarise it for you. It’s an online review system, similar to Tripadvisor, but specifically for financial planners.

VouchedFor scores and rates financial planners, using client feedback and provides first-hand reviews of advisers to provide accurate ratings. These ratings are based on the advice given, service and value.

Who Matt works with
At the time of writing, Matt currently has a rating of 4.8 out of 5 from 15 reviews. He specialises in advising on lump sum investments for individuals and trustees, Inheritance Tax planning and pensions advice, both pre-retirement and at retirement.

What Matt’s clients say
As we’ve said previously, VouchedFor is built entirely around client feedback. To qualify for their Top Rated guide you have to make sure that every single one of your clients is happy. Matt goes above and beyond what is expected of him to ensure his clients’ needs are met.

Read below to see what two of his clients have said:

“Matt provided my husband and I with advice to plan for our retirement and long term investment planning. He was professional and had an understanding of our situation.”

“Matt explained everything carefully and took time to come up with an optimum solution with which I am very satisfied.”

If you’d like to see some of the other reviews that Matt’s clients have written and the service he offers them, simply click here.

Hard work pays off
As brilliant as Matt is, he couldn’t have won this award alone. So, we’d like to say thank you to our entire Financial Planning team as without our team members, we wouldn’t be able to provide our clients with the level of service they have come to expect.

Thank you to our clients
Without our clients, we wouldn’t be able to do the job we love, so thank you to each and every one of you for trusting us to help you achieve your financial goals.

Let us know what you think
If you haven’t already, we’d really appreciate you leaving Matt a review on VouchedFor. These reviews help us to continue to review and improve our services and appreciate people taking the time to complete them. To leave a VouchedFor review, click here.

Keep up to date
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Reviews and Ratings for Financial adviser Matt Merchant, Ipswich

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