My name is David Stafford. I’ve been a client of Stadium Wealth for around five years, and Matt Campbell looks after me.
I was moving jobs, from being employed to self-employed and starting my own business. I realised that I had money in pensions, but I didn’t really know what, where, or with who, because my employers had handled everything. I needed some advice on how to consolidate my pensions and manage them effectively in light of no longer being in the traditional employment sector, and having complete control over my own financial future.
My background is in finance as an accountant. I wanted to understand everything pertaining to my own finances better. I hoped Matt would guide me in the same way I guide my clients.
Matt is a very personable chap. We actually met over a drink, and he took time to get to know me, and it was all very relaxed and informal, which is in keeping with my personality.
During the past five years, my father passed away, and as a result of that, my financial situation changed. I needed to understand the financial implications and how to deal with tax and financial planning for the future. Matt helped advise me on the right steps to take.
Compared to where I was at the start, I now have a much clearer understanding of my finances and have a good handle on the situation. I trust that Matt will let me know if something isn’t right or if I should be making changes.
The three words that I would use to describe Matt are trusted, friendly, and proactive.
The best guidance I have received has been regarding my pension, which was previously complicated and confusing. Matt has consolidated everything into one easy-to-manage online account, making it clear, easy to understand, and fully under control.
I would definitely recommend Matt and Stadium Wealth. Matt’s been great to work with; I enjoy meeting up with him every few months. He gives great advice, is always well prepared, and understands what I’ve got going on in my life. He’s a valued part of my life now.
