Southcote Financial Limited

Southcote Financial was highly recommended to me, Will came out to discuss my pension which I was very nervous about. Will really put me at ease and explained everything he recommended, he also made sure that I was happy and comfortable with every decision that we agreed together. I am so happy that I have chosen Southcote, Will really took the time to get to know me and listen to what I wanted my future to look like. I now feel very confident that I am now going to achieve my pension goal with the help from Will and his team.

I have had exceptionable advice on my pension from Alexander Matthieu. Alex has been very helpful, very knowledgeable and professional. I appreciated the excellent service provided by him. Very highly recommend his service.

Alexander Matthieu has provided my husband and i with excellent advice and guidance regarding our pensions. He offers invaluable clarity while tailoring his recommendations to what is truly right for us. Professional, knowledgeable, and incredibly approachable, Alex always leaves us feeling more confident after every meeting

Working with Alexander has been a genuinely reassuring experience. He has a calm, steady way of explaining things that makes financial decisions feel far less intimidating. Nothing is rushed, nothing is overcomplicated, he simply helps you understand what matters so you can move forward with confidence. What stands out most is how approachable he is. Alexander listens carefully, takes your concerns seriously, and never makes you feel uncomfortable for asking questions. He brings clarity to situations that once felt overwhelming, and he does it with patience and genuine care. His advice is thoughtful, practical, and always grounded in solid expertise. You walk away from conversations with him feeling clearer, more organised, and more in control of your plans. Alexander is not just skilled - he’s dependable, kind, and someone you can trust to guide you through important decisions. I would recommend him wholeheartedly to anyone looking for a financial expert who combines knowledge with a truly supportive approach.

Alex Matthieu has helped us to review our finances to ensure as we reach retirement we can achieve the targets that we require. He is professional, knowledgeable and able to explain what can be complex topics in an easy to understand manner. Our investments have very good returns which, without Alex’s assistance, we would not have achieved. We highly recommend Alex without hesitation.

This company were recommended to us by a good friend who has received trusted financial advice from Will for many years. On speaking with Will, he was friendly and helpful listening and gathering information on our current financial needs. At the time our main priority was getting my partner’s pension pots sorted following a move from employee to freelance, and Will recommended referral to Wealth Management Consultant Alex who has also been brilliant. We had a lot of questions and Alex has been very patient as well as reassuring when answering these. Alex is very knowledgeable and has taken a holistic, tailored and inclusive approach with our financial planning, explaining everything really well. The pension platform and product my partner’s pots have been moved over to on Alex’s advice are performing very well so far, and wish we’d got it sorted sooner! In addition to pensions, Alex gave us some great advice and information regarding investments, savings, mortgage management, life insurance / critical illness cover, benefits and retirement planning. We will continue to have advice and reviews with Alex, and would definitely recommend this company 🙏🏼

Alexander Matthieu is incredibly knowledgeable and immediately puts you at ease with his friendly approach. He’s so patient and clear in his explanations, and always takes the time to ensure you fully understand each step of the process. What truly sets him apart is the personalised strategy he creates, carefully tailored to your individual goals and circumstances. It’s clear that Alexander genuinely cares about his clients’ long term success and wellbeing. I can’t recommend him and Southcote Financial highly enough. He is a truly trustworthy and supportive financial advisor.