Momentum Wealth

After seeking help regarding management of my pension and savings, Matt provided me with some great advice and information which has had a big impact. Previously I did not have a long-term view of my personal finances and investments, and I didn’t appreciate the degree to which your actions now can affect your future finances & lifestyle.Getting a long-term holistic view from Matt opened my eyes to this type of thinking and planning, and has given me a completely new perspective in terms of how to invest going forward. Further, Matt didn’t take a one size fits all approach and was keen to understand my goals as an individual and then provide me with the appropriate advice.I would highly recommend Matt to provide sound and solid financial advice, backed by research and a keenness to do best by the individual and help them achieve their goals.Thank you.

Matt has been a tremendous support! This advisor office has a good mix of experience while also being able to understand the needs of a younger person just starting out. Very diligent and patient along the way! 100% recommend

Matt has been much help as my financial advisor. He considered my overall situation, forecasted a plan and recommended a suitable pension and pension fund for myself. Highly recommend Matt to anyone looking for a financial advisor in Manchester.

We had a really good experience working with Matt. Gave us a clear review of our finances and showed us detailed projections for the future, into retirement and beyond. He also did a lot of work on how best to optimise our pensions and helped us to make the switch. We really appreciated the personalised service he gave

Matt has been my trusted, reliable financial advisor for the last couple of years. He's friendly, knowledgeable and professional. He takes time to explore the long-term goals for me and my family and is always aware of our current circumstances. I'd highly recommend him to anyone looking for expert financial planning.

Matt was recommended to me by a friend. I found Matt to be reliable and helpful, he got back to all my queries really quickly. Matt has excellent communication and is really knowledgeable. I'd highly recommend Matt to anyone looking for expert financial advice.

Absolutely amazing service well recommended

Fantastic service and very friendly too. Made discussing what can be quite complicated finances very easy and gave great advice on pensions and long-term financial planning. Matt even went the extra mile to look up our additional queries and provided a prompt response. Would definitely recommend!

I was looking for financial advice and future planning particularly as I was in a sort of crossroads with some important decisions and needed an impartial insight.I was very glad to have met Matt Routledge and his team at Momentum/Broadoak. Their services and ethos are a great fit for me : they look at all aspects of one's life holistically and understand that making more money is not necessarily the end goal for all.I found Matt to be very approachable, understanding and willing to answer all my questions. I am very happy with the advice given and the detail and consideration in the report. I look forward to working with Matt in the years to come.