0330 038 8939
Based in Bedford
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 28 February 2025
4
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 05 November 2024
3
Qualifications Uploaded
3 qualification certificates available to view
Transparent Fees
Matthew has provided information on their typical fees
5
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Matthew
Checks carried out by VouchedFor
FCA Regulated
Last checked: 28 February 2025
4
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 05 November 2024
3
Qualifications Uploaded
3 qualification certificates available to view
Transparent Fees
Matthew has provided information on their typical fees
5
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Matthew
I am an Independent Financial Adviser based in Kempston, Bedfordshire and the founder of Clear Vision Financial Planning. I passionately believe that people who need financial advice should be able to receive it from advisers who are knowledgeable and experienced. I am therefore proud to be both a Chartered Financial Planner and a Certified Financial Planner. I also believe that advisers should specialise in dealing with certain types of people. This means they have the in-depth knowledge required to solve their client’s financial problems and help to plan their future. I therefore work most effectively with people who are: • Approaching retirement and starting to think about the next stage of their life • Business owners who need to connect their corporate and personal finances together • Solicitors who need help planning their financial future There are several key reasons our clients choose to work with us: • Planning: I am a financial planner. That means I focus on you, before your money, and ensure that we think strategically, putting a plan in place to ensure you achieve your objectives. • Independent: The financial plan we create for you will often mean the use of financial products (pensions, ISAs and so on) that’s where our independent status really benefits our clients, allowing us to select from the whole of the market. • Highly qualified: I am both a Chartered Financial Planner and a Certified Financial Planner, my clients get the benefit of that knowledge and my experience • Local: We work from a fabulous barn conversion in Kempston where we meet most of our clients. We find that the rural location is perfect for ensuring our client meetings are relaxed and focused on you and your needs. The plentiful free parking helps too! • Specialist: We only work with certain types of people that means we have a deep understating of the issues and solutions faced by our clients If you would like to understand more about how financial planning can help solve your current financial concerns, as well as improve your future, please get in touch. I’d be delighted to hear from you.
Offers available through VouchedFor
Contact Matthew through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Clients' level of financial expertise
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ill health
How has Matthew Aitchison helped you?
Mat helped explain all options and how to manage them clearly and comprehensively and was always mindful and extremely considerate of our circumstances.
Have you seen the outcome you were hoping for?
Definitely
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and my self needed the professional advice and guidance on setting up a pension fund
How has Matthew Aitchison helped you?
Most certainly his guidance and professional service has been outstanding
Have you seen the outcome you were hoping for?
Most certainly with warmth and compation and a really sound advice
What could they have done better?
I don't think anything could have been done more
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Matthew
Matthew really listened to our concerns and understood what was important to us financially. There was no pressure to do anything and his suggestions were definitely aligned to our needs.
Review
by a verified client in Bedfordshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for financial planning supporting focusing on retirement. We were recommended to meet Matthew by friends.
How has Matthew Aitchison helped you?
Matthew has been hugely helpful in supporting us creating an appropriate financial plan and asking question to help guide us to a highly personalised solution.
Have you seen the outcome you were hoping for?
We are now close to our retirement goals and we plan is coming to fruition. But the anpproach still anllows for flexibility if & when we change our minds. Our discussions are usually good fun too - how often can you say that about financial planning!
What could they have done better?
Nothing so far!
Review
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Matthew was initially recommended by my solicitor to help with pension advice as I approach retirement
How has Matthew Aitchison helped you?
Matthew has provided all the advice I needed on specific pension queries but also on a much broader overview of my current financial situation and how that fits with future plans and goals
Have you seen the outcome you were hoping for?
I have found the exercise a hugely beneficial process - Matthew has really helped me cut through all the detail and be in a position to understand my current and future financial position much more easily and consider options in line with my goals. He was able to explain complex financial information particularly on current investment products and pensions and despite having a financial background myself, he was a mine of information on personal finance including tax implications. He's really approachable and customer service has been excellent.
What could they have done better?
Can't think of anything!
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Adviser Disclaimer
Authorised and regulated by the Financial Conduct Authority under reference 561927 Registered in England & Wales, Company Number 07514108.