Matthew Hall

Matthew Hall

Ascot Lloyd

Minimum savings/pensions: Any amount

0118 443 0189
Based in Reading
View location
Top Rated 2025
Verified since: January, 2024
4.9 out of 5

81 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status

  • 34

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 34 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 August 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

    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • 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

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status

  • 34

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 34 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 August 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

    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • 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

I hold the Diploma in Financial planning and am a member of the Chartered Insurance Institute. I have been in the Financial Services industry since 1998. I deal with all types of Investments, Pensions, Protection, Retirement solutions, Inheritance Tax Planning and Equity Release. I have spent a number of years working alongside solicitors and using Trusts and providing advice on Investment for Attorneys, Deputies and specialising in dealing with higher net worth clients. I pride myself on providing excellent customer service and being easy to do business with.

£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).

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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.