0118 443 0189
Based in Reading
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, 2024
4.9 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: 26 March 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
45
Recent Client Reviews
Matthew has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 45 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: 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
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: 26 March 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
45
Recent Client Reviews
Matthew has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 45 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: 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
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 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).
About Matthew'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.