Matthew Rich

Matthew Rich

Argentis Wealth Management

Minimum savings/pensions: Over £250,000

0117 295 0043
Based in Bristol
View location

Top Rated 2025
Verified since: April, 2024

4.6 out of 5

137 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 March 2025

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

  • 48

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 48 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Matthew has not yet added their fees to their profile

  • 7

    Positive First Impressions

    86% of users who are not yet clients had a positive first experience with Matthew

    86% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 March 2025

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

  • 48

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 48 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Matthew has not yet added their fees to their profile

  • 7

    Positive First Impressions

    86% of users who are not yet clients had a positive first experience with Matthew

    86% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 7 first impressions)

I am a seasoned financial adviser with over 27 years’ experience in wealth management, financial planning, and investment strategies. I hold a Bachelor of Arts degree in business and have the rare distinction of holding 3 leading financial adviser qualifications - Chartered Financial Planner, Chartered Wealth Manager and Certified Financial Planner (CFP). I have also won awards for my financial planning from Money Management magazine. I look after around 130 affluent individuals and families and am passionate about helping them achieve their life and financial goals with a highly personalised comprehensive investment, tax, and estate planning service. I think my overall dedication and ability to simplify complex financial concepts have earned me a reputation as a highly trusted adviser and first port of call for my client’s financial decisions. Matt Rich T: 07507 996 339 E: matthew.rich@argentiswm.co.uk

Offers available through VouchedFor

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£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

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Clients' level of financial expertise

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