Matthew Sargeant

Matthew Sargeant

Tower House Wealth Management Ltd

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £100,000

0330 038 8942
Based in Lincoln
View location
Top Rated 2025
Verified since: May, 2022
4.9 out of 5

51 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 March 2025

    Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 26

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 26 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 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.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Matthew has provided information on their typical fees

    Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 March 2025

    Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 26

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 26 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 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.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Matthew has provided information on their typical fees

    Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 3 first impressions)

I provide advice in all the major areas of financial planning including Pension Planning, Investment Planning, Protection Planning and Mortgage planning. I work with my clients to understand their objectives, helping to build an appropriate and sustainable solution that meets their needs. I have significant experience working with business owners and SMEs specialising in retirement planning and tax efficient profit extraction, alongside private wealth clients. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx

£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

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Adviser Disclaimer

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's Website at www.sjp.co.uk/products. The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.