Matthew Smith

Matthew Smith

True Potential Wealth Management LLP

Minimum savings/pensions: Over £250,000

0208 166 8476
Based in Westminster
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Verified since: October, 2013

5 out of 5

136 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 07 April 2025

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

  • Recent Client Reviews

    Matthew has not received any reviews in the last 12 months

    Matthew has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 11 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.

  • 19

    Qualifications Uploaded

    19 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

  • 14

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Matthew

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 14 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 07 April 2025

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

  • Recent Client Reviews

    Matthew has not received any reviews in the last 12 months

    Matthew has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 11 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.

  • 19

    Qualifications Uploaded

    19 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

  • 14

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Matthew

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 14 first impressions)

I provide a high quality, fee based financial planning service to my clients, which helps them to achieve their financial goals and objectives and gives them greater clarity, confidence and peace of mind. We believe that money is a means to an end and that it should be your lifestyle goals and objectives that drive any good financial plan. We take the time to fully understand you, your family and your objectives, before we begin the process of constructing your financial plan. Our unique expertise centres around three areas: 1. Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement. 2. Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come. 3. Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals. We work with a range of clients, however many of the people who we are best placed to serve will be senior employees in the public or private sector, business owners or retirees. Buckingham Gate Chartered Financial Planners is an award winning Financial Planning Practice based in the heart of central London. Our team includes some of the most qualified and experienced professionals in financial planning today, who care passionately about our clients. We offer an introductory Discovery Meeting with prospective clients for just £197. Please get in touch today to see how we can assist with your financial planning needs.

£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

All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.