0330 038 8941
Based in Ellesmere
View locationChecks carried out by VouchedFor
FCA Regulated
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matt has not yet added their fees to their profile
Fees not yet added
Matt has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matt has not yet added their fees to their profile
Fees not yet added
Matt has not yet added their fees to their profile
I am an experienced and fully qualified financial advice professional who focuses on helping individuals, families & business owners achieve their dreams and ambitions through lifestyle financial planning. My approach is to make financial planning exciting, whether you think that is possible or not. Adding value to a client’s situation is paramount to my work, offering honesty and transparency throughout our working relationship. I believe that working with you to make a tangible, meaningful financial plan, that provides you with peace of mind and provides value for money, is what matters most. Secure today, and plan for tomorrow. Areas I work within: - Investments, making your money work harder - Pensions, helping you become independently wealthy in retirement - Protection, providing peace of mind for you and your family Feel free to get in touch, whether it be for a general chat or to discuss your current financial picture.
£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 Matt's clients
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