0330 038 8941
Based in Worcester
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FCA status: Certified by Firm
Last checked: 09 March 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
97
Recent Client Reviews
Verified reviews: 100%
Matthew has received 97 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 December 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.
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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
Positive First Impressions
50% of users who are not yet clients had a positive first experience with Matthew
50% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
97
Recent Client Reviews
Verified reviews: 100%
Matthew has received 97 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 December 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
Positive First Impressions
50% of users who are not yet clients had a positive first experience with Matthew
50% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 4 first impressions)
I began my career in the financial services industry in 2006 working for two large banking organisations. In April 2014, I joined Newell Palmer Financial Planning as an Independent Financial Adviser and spent four and a half very successful years building up my reputation in one of the fastest growing Midlands based businesses. In December 2018, I moved to Ascot Lloyd as a Chartered Financial planner on behalf of the businesses merger. During the past decade, I have achieved my Certificate in Mortgage Advice and Practice (CeMAP), Certificate for Financial Advisers (CeFA), Diploma for Financial Advisers (DipFA) and in 2017, I attained my level 6 Diploma in Financial Advice (Adv DipFA) and became a Chartered Financial Planner. I also hold the Award in Pension Transfers (AwPETR). During this period, I have maintained my membership with the London Institute for Banking and Finance (LIBF) and my Statement of Professional Standing (SPS). On a personal note, I'm married and have three young children. I enjoy all sports and regularly participate in football.
Offers available through VouchedFor
Contact Matthew through VouchedFor and your initial 30 minute 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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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.