Matthew Harrison
Tower House Wealth Management Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Over £100,000
0330 038 8939
Based in Rushden
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FCA Regulated
Last checked: 10 March 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Matthew has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 17 December 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.
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7
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 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Matthew has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 17 December 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.
Qualifications Uploaded
Qualifications not yet added
Matthew has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Matthew has not yet added their fees to their profile
7
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 7 first impressions)
I provide advice using a holistic financial planning approach, to cover an individual or business' circumstances as a whole. This includes Pensions, Investments and Protection Planning with an overarching theme of achieving goals and objectives in the most tax efficient manner possible. I primarily deal with the media sector and specialise in profit extraction from Ltd Companies. I also regularly advise on family wealth, particularly in respect of Retirement Planning and Inheritance Tax Planning. 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 05/03/2024
£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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