0113 238 5321
Based in Leeds
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mathew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mathew's status
Last checked: 14 April 2025
Mathew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mathew's status
19
Recent Client Reviews
Mathew has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mathew has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 11 February 2025
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.
1
Qualifications Uploaded
Mathew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Mathew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mathew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mathew has provided information on their typical fees
Mathew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mathew (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Mathew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mathew (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mathew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mathew's status
Last checked: 14 April 2025
Mathew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mathew's status
19
Recent Client Reviews
Mathew has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mathew has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 11 February 2025
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.
1
Qualifications Uploaded
Mathew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Mathew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mathew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mathew has provided information on their typical fees
Mathew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mathew (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Mathew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mathew (based on 10 first impressions)
I joined Ascot Lloyd through the acquisition of the PFP business in 2015. I have been carrying out Financial Planning for the last twenty years, so I feel that I can help clients to secure their financial future. I place great emphasis on making complicated financial planning matters easy for clients to digest. I work from our Leeds office, but have clients across the UK.
£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 Mathew's clients
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.