Matt Greer

Matt Greer

Navigate IFA

Minimum savings/pensions: Over £50,000

Minimum mortgage: Over £100,000

0330 038 8942
Based in Belfast
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Top Rated 2025
Verified since: November, 2022

5 out of 5

37 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 May 2025

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

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Matt has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 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.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Matt has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Matt

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matt (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 May 2025

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

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Matt has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 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.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Matt has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Matt

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matt (based on 3 first impressions)

I’ve been in financial services my entire working life, starting out in a high street bank before moving into pensions and wider financial advice. My specialisations lie in working with pension schemes, particularly quirky old schemes that can be difficult to understand and I’m passionate about delivering proper financial planning that helps clients map out their future goals – and achieve them. I’m incredibly proud to be both a Chartered Financial Planner and CERTIFIED FINANCIAL PLANNER™. The CFP is the only globally recognised mark of excellence in financial planning. Compared to other financial advisers, CFP™ professionals spend almost twice as much time working directly with clients, which helps them understand their clients’ financial and life goals. Consumers who work with a CFP™ professional are 63% more likely to feel knowledgeable about financial matters. Outside of work, I’m married to Victoria, and we have two young daughters (Joni & Nina) and a rescue greyhound called Jessie. When time allows, my main hobby is running. I love to run marathons and half marathons so if I am not working or spending time with family you will usually find me running around the roads!

Offers available through VouchedFor

Contact Matt 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 Matt's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

Savings

Clients' level of financial expertise

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