Matthew Green

Would you like a free retirement report to see if you are on track to achieve your retirement goals? Copy the below link into your website browser to get started. https://matthew-green.retirementandlifestyleplanner.co.uk/retirementandlifestyleplanner/ I am an independent financial adviser. This means I am not restricted to a particular provider or set of investment funds. I look at the entire market to ensure I can provide the most suitable recommendations based on each of my clients individual needs and objectives. I pride myself on providing tailored financial advice and building long lasting client relationships. I do not take an "off the shelf" approach as each client is an individual with individual needs and individual goals. Bury Financial Advisers looks after over 1,500 clients and are responsible for around £400 million of client monies. Pensions make up the bulk of my work, with around 70% of my clients seeking pension advice. I deal with both pre and post retirement clients. I am able to advise on both defined benefit (final salary) pensions as well as defined contribution pensions. I help individuals build up their pension for when they come to retire, and also help those who are already retired access it in the most tax-efficient manor. The remaining 30% is made up by investments. This is particularly important to many individuals as we are currently experiencing relatively low interest rates compared to the past. Therefore many clients are looking to growth their wealth on the investment market. We offer a range of services and 3 structured ongoing service levels which clients can choose from. All are easy to understand and are competitively priced. All initial meetings are free of charge and there is no obligation. You can arrange to come to our office or if you prefer we are happy to visit you at your home, so nothing to lose and everything to gain. Please feel free to ask me about my Vouchedfor Certificate of Excellence.