0330 038 8941
Based in Salisbury
View location

Top Rated 2025
Verified since: November, 2023
Equity Release Adviser

5 out of 5

35 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

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Limited Equity Release Adviser

    Last checked: 22 January 2025

    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

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

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Limited Equity Release Adviser

    Last checked: 22 January 2025

    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

I have worked in the finance industry for the last 15 years and have been working for Aviva as an Equity Release Advisor for the last 3 years. 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.

£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).

About Matthew's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Matthew

Are you a client of Matthew? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

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.