Matthew Slessor

Matthew Slessor

2plan wealth management Limited

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Carlisle
View location

Verified since: March, 2025

4.9 out of 5

115 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

  • 2

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 09 January 2025

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

  • Transparent Fees

    Fees not yet added

  • 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: 20 March 2025

  • 2

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 09 January 2025

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

  • Transparent Fees

    Fees not yet added

  • 5

    Positive First Impressions

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

At Eden House Financial Services, we are a small, owner-managed firm committed to providing the highest level of personalised service. Led by Matthew Slessor, a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), we uphold the Gold Standard in financial services, ensuring trust and expertise in everything we do. We offer independent, unbiased financial advice tailored to your needs, conducting a thorough analysis of the market to find the right investment, pension, and life products for you. Our Approach We focus on understanding your unique circumstances, goals, and ambitions. By listening carefully and working closely with you, we develop financial solutions that you fully understand and feel confident about. Our long-standing reputation is built on trust, integrity, and a commitment to delivering the best independent advice, combining modern methods with personalised care. About Us Founded in 2022, Eden House Financial Services is dedicated to offering high-quality, impartial financial advice with exceptional personal service. We are proud to provide Independent Financial Advice, recognised as the highest level of financial guidance, free from any restrictions or conflicts. Our office, Eden House, offers a relaxed environment with free parking and refreshments, ensuring a seamless and comfortable experience. With over 32 years of experience across both Restricted and Independent firms, Matthew Slessor understands the true value of independent advice. We believe Independent Advice is better—and we’re here to prove it. Eden House Financial Services is a trading name of Matthew Slessor Wealth Management Limited which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Matthew Slessor Wealth Management Limited is entered on the FCA register (www.fca.org.uk) under reference 989551. Registered office: 22 Mayfield, Carlisle, Cumbria. CA2 4SS. Registered in England and Wales Number: 14470433 Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with understanding the options you have to fund yours or a loved one's long term care. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Reviews of Matthew

Are you a client of Matthew? Write your own review
Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had a sum of money to invest and wanted it to work for me and with a bit of risk it’s done well in the Firt 12 months of investment .

How has Matthew Slessor helped you?

Matthew looked at my situation and advised me on investing the capital I had , he also looked at my pension to see if it was doing ok.

Have you seen the outcome you were hoping for?

Yes my investment has done pretty well in the first 12 months.

What could they have done better?

I can’t really fault Matthew , he is a very pleasant and professional guy to deal with and I’m very pleased with everything he has sorted for me so far .

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Wanted to get professional advice over the future of my pension

How has Matthew Slessor helped you?

Made recommendations that have proved successful. But also did not recommend anything that wasn’t needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Starting to prepare for retirement.

How has Matthew Slessor helped you?

Exceptionally knowledgable, very reassuring and he works towards what we both feel is the best outcome.

Have you seen the outcome you were hoping for?

I feel I have had the best possibly advice from Matt and going forward I think he’s put the best plan in action.

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Through a friend

How has Matthew Slessor helped you?

Hopefully put me on the right road

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing at the moment

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Money received from relatives

How has Matthew Slessor helped you?

Yes very much

Have you seen the outcome you were hoping for?

It’s too early to say

What could they have done better?

Nothing really

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Adviser Disclaimer

2plan Adviser with a trading name – Matthew Slessor Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270 The value of investments can fall as well as rise and you may not get back the amount originally invested. Please note that the FCA do not regulate will writing, tax planning and trusts.