Financial Planners in Weymouth, Dorset

“James Young Associates handled my pension upon retirement, recommending options on income and drawdown. They also provided advice on wills and LPAs, which we took up. All this was done from 178 miles and we never needed to visit, carrying it out remotely. First rate service and no need to be concerned about distance or locality.”

“Honestly was absolutely fantastic, me and my wife had multiple properties fall through and spent almost a year searching for our first house. Phil was very professional, reliable and easily contactable which made our very stressful process much less so. Has been a massive help and would recommend to anyone and everyone.On a side note my wife is on a spouse visa and made the process of dealing with the added problems very easy.”

“10/10 shame there is only 5 stars I cannot thank Brian and Jenny at Money Matters enough for all their help and support with my pension. I went into their office struggling to understand the complicated paperwork sent to me. Brian immediately read the paperwork and understood what was needed. Nothing was too much trouble, and they made a complicated subject easily understandable and guided me seamlessly through the maze of pension options. Brian’s technical expertise and knowledge was excellent and Jenny’s customer service and problem solving was fantastic. Nothing was too much trouble for Jenny and Brian and they went to great lengths to make sure that I was happy with the outcome. If you would like pension advice I would highly recommend Money Matters their friendly office in Weymouth anytime.”

“Ben was very helpful,wouldn't hesitate to recommend his services,he resolved problems in weeks that I had spent months just going round in circlesMany thanks Ben”