0330 038 8939
Based in Hungerford
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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: 28 February 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Matt has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 4 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: 21 November 2024
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.
3
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates 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: 28 February 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Matt has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 4 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: 21 November 2024
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.
3
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates 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
Having started my career in financial services for Scottish Widows in 2004, I became a Financial adviser in 2015 and love doing the job I do! I really enjoy working with my clients, helping them to plan a financial pathway they can be confident in to take them through their life journey. My clients range from young professionals looking to build their wealth through to those looking to understand how they can retire and protect their wealth for future generations. My main areas of focus are pensions, investments and inheritance tax planning and I am a qualified pension transfer specialist. Away from the office, family and sport are my passion. Although, with three young boys, I spend more time watching on the touchline or boundary, than playing! Transferring out of a final salary pension is unlikely to be in the best interests of most people Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 01/10/2024 The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.
Offers available through VouchedFor
Contact Matt 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 Matt's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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