My name is Yvonne Matzk and I’ve worked with Neil for six years.

I got in touch with Neil because I’d just changed roles at my company, and I needed someone that could give me some good financial advice.

Neil came to me through a friend of mine that has worked with Neil for many years. So had his family and it was through that recommendation that I got in touch with Neil.

Neil advised me to do lots of different things. First of all, he advised on how to make better use of my savings, which were absolutely doing nothing for me. He then went on to talk about what it was that I was looking for, in my retirement, the sort of financial planning. We then worked out a strategy to enable us to reach that goal.

It feels great to have a plan in place. When I look at where I was before, to where I am now, knowing that we’ve pretty much done everything that we needed to do to make sure that we’re financially independent for retirement, is a really nice feeling.

I definitely feel we get looked after by Neil and his team. They’re always quick to get in touch if they’ve got something that might be of interest or make sure that we’re on track. They’re really good actually and keep me on my toes because I’m not the quickest at getting information back to them in a timely manner. They gently coach me as and when they need to. Also, in times of certain challenges, like we’ve just had with the recent financial crash, post-Covid, they were exceptional in terms of how they proactively reached out and reassured us that things were going to be ok. This was just a point in time.

The thing I think I’d like to get across about Neil is that his approach is quite personable. Rather than you feeling like you’re dealing with a big company, you feel like he really cares about your specific needs, as opposed to just ticking boxes. I also know that if anything was to happen to either myself or my husband, then my daughter would even be looked after, and our estate would be taken care of, and that’s a nice feeling.

The best thing about working with Neil and Alexandra’s is that they’re a safe pair of hands. I know that I can trust them implicitly with all of my financial needs now but also in the future.

It makes me feel really content and happy knowing that I’ve got everything in place for us to have a happy and comfortable retirement, at such a young age. So, I can worry about the here and now, and not my future.