Matthew Freer
Freer Financial Planning Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Attenborough
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FCA Regulated
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 06 August 2026
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
36
Recent Client Reviews
Matthew has received 36 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Matthew has received 36 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.Last checked: 31 July 2026
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.
6
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below6 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 belowMatthew 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
About
I am a Chartered Financial Planner who is able to offer bespoke financial planning and advice to clients based on their individual needs. I works under the belief that financial advice is not ‘one-size-fits-all’, and with the aim to provide solutions in a simple and easy to understand manner. I joined a St. James's Place Practice in 2013 and completed the St. James's Place Academy Programme - qualifying as an Adviser in 2014, and progressing to a Chartered Financial Planner in December 2019. Helping individuals, families & corporates to plan for their future, I aim to build long term and trusted relationships with clients and offer a bespoke and tailored approach to their financial planning requirements My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, investment planning, and mortgage advice. 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. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 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 05/02/2026