0330 038 8940
Based in Lowestoft
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: January, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
Last checked: 02 April 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
10
Recent Client Reviews
Matthew has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 10 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: 01 November 2024
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.
Qualifications Uploaded
Matthew has not yet added their qualifications to their profile
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Matthew has not yet added their qualifications to their profile
Transparent Fees
Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Checks carried out by VouchedFor
FCA status: Certified by Firm
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
Last checked: 02 April 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
10
Recent Client Reviews
Matthew has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 10 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: 01 November 2024
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.
Qualifications Uploaded
Matthew has not yet added their qualifications to their profile
Qualifications not yet added
Matthew has not yet added their qualifications to their profile
Transparent Fees
Matthew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
I joined financial services in 2014 via a graduate program with Almary Green Investments, after graduating from the University of East Anglia with a Bsc Economics. I achieved the Regulated Fellowship of Financial Services in 2018, followed by my full Chartered Financial Planner status in 2019. I have a diverse client bank; working with young professionals, business owners and families across different generations. I believe in offering my clients a bespoke planning service that is specific to their individuals needs and preferences, and built upon a true understanding of what they are trying to achieve. My specialisms are working with business owners looking to grow their companies, young professionals looking for a more modern approach to financial planning, and families that require a more bespoke, in depth service. I believe the true value of financial planning is creating clarity and providing my clients with the peace of mind that they are on track to achieve what is important to them in their lives. https://www.linkedin.com/in/matthew-beckifa/
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
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