0330 038 8938
Based in Atherstone
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, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 May 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Matthew has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 9 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: 31 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.
7
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 5 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 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 May 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Matthew has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 9 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: 31 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.
7
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 5 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 5 first impressions)
I help more people live the life they want, in the time they have, without fear of running out of money. Great financial advice is about truly understanding what is important to you and helping you achieve it. It is all too common that advisers focus on investment funds or products like pensions & ISAs, which are simply tools to get the job done and then confuse matters even further with jargon & technical babble. I strongly believe clear financial advice that is tailored to what matters, can help more people live the life they want with the peace of mind of not having to worry. I have over a decade of experience within the financial services industry helping clients. Whether this is how to plan for your retirement; how to enjoy those golden years in a sustainable way; how best to help the next generation, or simply choosing your investments wisely, I have the expertise to help you. I am proud to be a fully qualified Chartered financial planner, the leading standard under the Personal Financial Society and Chartered Insurance Industry. As such, I am committed to upholding the highest principles of excellence in qualifications, ethics, business practices and professional development. Quite simply, it’s about dealing with a professional who will put your needs first. Outside of the financial services world, I enjoy spending time with my wife and young daughter, along with being a long-suffering supporter of Derby County Football Club.
Offers available through VouchedFor
Contact Matthew through VouchedFor and your initial 1 hour 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
Based on responses provided by clients who have reviewed this adviser
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