December 2023 by Liz Drinkwater
Matt has been overseeing my investments for well over ten years and I am really happy with how they have progressed. He has always explained things carefully and in ways that I can understand! He provides me with written updates and graphs to show how they have fared, which makes a lot of sense to me! He also takes care to know my attitude to risk and will tailor my investments accordingly.He?s extremely friendly and approachable and I recommend him to anyone seeking good advice. It?s got to the point where I feel like I?m working with a friend!
November 2023 by Nichola Howard
We've been using Circle Wealth Partners since 2016 and have been really pleased with the way in which our pensions have been managed. Matthew and the team provide regular updates with as much or as little detail as you want to know and, despite a couple of periods of turbulent market conditions, our portfolio has performed well and exhibited positive growth over time. We've recommended the team to friends and will certainly use them for other investment activity as and when the need arises.
October 2023 by Andrew Calfe
It?s very important when you need financial advice to find people you have faith in and understand the market. Circle Wealth are those people and with Matt Parker he has my full trust, his help and advice has been excellent, I would fully recommend them to anybody.
October 2023 by Lynn Toynton
I've been dealing with Matt Parker for several years now, and not only is he a thoroughly nice chap he also has given me some incredibly useful financial advice.I originally spoke to him about my pension as I had several little scrappy amounts accumulated in various pots over the years from each prior employer. Matt helped me amalgamate them all into one pension and invested wisely - following his advice my pension has grown well above the market average! I might actually be able to retire comfortably at this rate!Seriously, brilliant service, down to earth and solid advice, clear and well presented information, no jargon and no patronising - but most importantly, great results. 100% recommend.
October 2023 by Richard Field
My wife and I have been using Matt Parker of Circle Wealth Partners for a good number of years now. His help & advice has been excellent. In this industry you need someone you can trust and Matt is that person and he?s always available on the end of a phone if needed.
October 2023 by Simon Isherwood
We moved our financial advisors to Curcle Wealth Partners a few years ago. Matt and the team have provided us with excellant advise and guidance and I have seen my investments grow over this time. If you are looking for sound and professional advice look no further than Circle Wealth. Thank you to the whole team.
October 2023 by Valerie Fleet
The personal touch that we receive is of great importance to us as are the face to face meetings. The investment advice given has been valuable in enhancing our portfolio.
October 2023 by Derek Brown
Fantastic company, great advice and really plain-talking. Feel like my investments are in safe and productive hands. Derek Brown
July 2023 by Colin McLachlan
The advice and service given by Matthew Parker of Circle Wealth Partners with regards to my retirement planning has been exceptional.I immediately felt at ease with his professional approach and insightful knowledge of investments and retirement planning. Matt took the time to deeply understand my personal circumstances in order to give informed advice that I could trust was in my best interests. He is passionate about generating the best outcomes possible for his clients.I feel completely assured that my retirement plans are in safe hands and would not hesitate in recommending Matthew to anyone who requires the services of a Personal Wealth Advisor.?
July 2023 by Zahra Siddiqui
I have been a client of Circle Wealth Partners for many years now. Kevin and Biba both have a vast amount of experience, knowledge and expertise in the industry. I wouldn?t trust anyone else with managing my portfolio . I can always rely on them to give unbiased financial advice, knowing they have my best interests at the heart of everything they do. They really do educate their clients well, in order to make the best informed decisions.I can?t recommend them highly enough.
June 2023 by Viom Wadhwa
Circle Wealth Partners have been nothing short of excellent - from our first conversation to understanding our situation in full (which is far from straight forward and included more than one pension pot) were able to build our confidence in working with them.Since making the decision to trust them, I couldn't help being a little nervous after but all nerves were kept calm with clear and constant communication.I can finally say they have my full trust and I know they know what they're doing in full faith.Wouldn't hesitate to recommend you guys to anyone that's looking to have their portfolio managed with a truly hands off solution.
