0117 295 0043
Based in Bristol
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: April, 2024
4.6 out of 5
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Matthew and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Matthew and/or the firm they work for (or are appointed representatives of) are currently pending
40
Recent Client Reviews
Matthew has received 40 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Matthew has received 40 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: 26 May 2026
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 below3 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
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 9 first impressions)89% of users who are not yet clients had a positive first experience with Matthew
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 9 first impressions)
About
Wealth isn’t just about numbers—it’s about freedom, security, and legacy. For over 27 years, I’ve advised successful entrepreneurs, executives, and families on how to protect and grow their wealth with confidence. My clients value discretion, clarity, and a relationship built on absolute trust. As a Chartered Financial Planner, Certified Financial Planner (CFP), and Chartered Wealth Manager, I offer a rare combination of technical expertise and real-world experience. My work is bespoke—every strategy is tailored to my clients’ unique ambitions, lifestyle, and family dynamics. I work with a limited number of private clients to ensure the highest level of personal attention. Many are retired or financially independent, seeking: • Investment portfolios that deliver long-term growth with controlled risk • Tax-efficient structures to protect wealth across generations • Retirement income strategies that sustain their lifestyle without compromise • Legacy planning that preserves family harmony and impact Recognised with two Money Management Awards, I am committed to excellence—not just in financial outcomes, but in the quality of the relationship I provide. If you are seeking a trusted adviser who understands the complexities of significant wealth and the importance of discretion, I invite you to connect. Matthew Rich T: 07507 996 339 E: matthew.rich@shackleton-advisers.co.uk Please note Argentis rebranded to Shackleton on the 1st September. Any references to Argentis in client reviews prior to 1st September, relate to the company's previous brand.