Circle Wealth Partners Ltd - Woking

Mark B.

Matthew Parker – Circle Wealth

I have known Matt for a number of years and always had confidence in recommending his services based off what I had heard off of others. The question of would I want him to deal with my Parents, was emphatically answered in recent months – Yes I would!

They needed advice regarding pensions and what to do with a lump sum, my Mum had recently retired and received an inheritance. She had received apparent advice with a firm appointed by her old employers regarding pensions, however this they felt wasn’t what they wanted. I asked Matt to have a conversation with them to understand what their needs were, he listened to what they had to say, went away and subsequently presented to them a solution that worked for them taking into consideration their short-, medium- and long-term plans as well as their attitude to risk.

Throughout the process, he has been clear and concise in what he has said and recommended, and my parents are extremely happy with the overall service and advice they have received.

Thank you, Matt, for providing the service you have, and I will continue to recommend you to anyone who need proper, sound, financial advice in the future.

Kind regards
Mark Bateman
Michael Usher Mortgage Services

Colin M.

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.”

Viom W.

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.

Liz D.

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!

Lynn T.

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.

Nichola H.

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.

Giuliana O.

Staff are friendly, keep you informed of any updates or new investments and how your money is invested with them is doing. our FA Matthew Parker is brilliant if I have any questions regarding pension or ISA's.

Zahra S.

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.