0330 038 8939
Based in Bedford
View locationChecks 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: 30 April 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Matthew has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 2 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: 06 May 2025
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.
3
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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: 30 April 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Matthew has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 2 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: 06 May 2025
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.
3
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 am an Independent Financial Adviser based in Kempston, Bedfordshire and the founder of Clear Vision Financial Planning. I passionately believe that people who need financial advice should be able to receive it from advisers who are knowledgeable and experienced. I am therefore proud to be both a Chartered Financial Planner and a Certified Financial Planner. I also believe that advisers should specialise in dealing with certain types of people. This means they have the in-depth knowledge required to solve their client’s financial problems and help to plan their future. I therefore work most effectively with people who are: • Approaching retirement and starting to think about the next stage of their life • Business owners who need to connect their corporate and personal finances together • Solicitors who need help planning their financial future There are several key reasons our clients choose to work with us: • Planning: I am a financial planner. That means I focus on you, before your money, and ensure that we think strategically, putting a plan in place to ensure you achieve your objectives. • Independent: The financial plan we create for you will often mean the use of financial products (pensions, ISAs and so on) that’s where our independent status really benefits our clients, allowing us to select from the whole of the market. • Highly qualified: I am both a Chartered Financial Planner and a Certified Financial Planner, my clients get the benefit of that knowledge and my experience • Local: We work from a fabulous barn conversion in Kempston where we meet most of our clients. We find that the rural location is perfect for ensuring our client meetings are relaxed and focused on you and your needs. The plentiful free parking helps too! • Specialist: We only work with certain types of people that means we have a deep understating of the issues and solutions faced by our clients If you would like to understand more about how financial planning can help solve your current financial concerns, as well as improve your future, please get in touch. I’d be delighted to hear from you.
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
Clients' level of financial expertise
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Adviser Disclaimer
Authorised and regulated by the Financial Conduct Authority under reference 561927 Registered in England & Wales, Company Number 07514108.