0330 038 8939
Based in Bournemouth
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Top Rated 2025
Verified since: November, 2023
Equity Release Adviser

4.9 out of 5

47 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 20 March 2025

    Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Limited Equity Release Adviser

    Last checked: 12 November 2024

    Matthew is an Equity Release specialist, meaning Matthew can advise if releasing equity from your home would be right for you or not. Matthew is a Limited adviser, meaning Matthew has access to a limited set of lenders who offer these plans, which may be provided by companies that Matthew works with. This limitation may allow Matthew to offer an improved service, but it’s important you understand how these products compare with others available.

  • Qualifications Uploaded

    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • 12

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Matthew

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 12 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 20 March 2025

    Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Limited Equity Release Adviser

    Last checked: 12 November 2024

    Matthew is an Equity Release specialist, meaning Matthew can advise if releasing equity from your home would be right for you or not. Matthew is a Limited adviser, meaning Matthew has access to a limited set of lenders who offer these plans, which may be provided by companies that Matthew works with. This limitation may allow Matthew to offer an improved service, but it’s important you understand how these products compare with others available.

  • Qualifications Uploaded

    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • 12

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Matthew

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 12 first impressions)

There are ***no advice fees*** if you come to Aviva Equity Release Advice, where I'm an Equity Release Adviser. I offer advice on lifetime mortgages from Aviva Equity Release UK Ltd. I can support clients who are looking at equity release for the first time, as well as existing clients who are looking to release further equity from their home. Having worked at other firms previously, I have a wealth of knowledge around lifetime mortgages and understand the importance of taking the time needed to listen to what's important to you, and explore your options. I offer appointments by telephone, video, and face to face in Dorset and Hampshire, including parts of Wiltshire and Berkshire. If you have family or close friends you wish to involve in our meetings, then they're more than welcome to join us when we look at your enquiry in more detail. Something that's important to me is to be on hand if you have any questions or queries, so you'll have my direct contact details to get in touch with me from start to finish. When I'm not in the office, you might find me on the golf course, or in the garden where me and my two children like to grow fruit and vegetables. Our favourites to grow are blueberries, strawberries, potatoes and green beans.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

Aviva Equity Release Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.