Matthew Carr

Matthew Carr

Verum Financial LLP

Minimum savings/pensions: Any amount

0330 038 8941
Based in Canterbury
View location
Top Rated 2025
Verified since: September, 2024
4.7 out of 5

22 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 April 2025

    Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 March 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.

  • 6

    Qualifications Uploaded

    6 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 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

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 April 2025

    Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 March 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.

  • 6

    Qualifications Uploaded

    6 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 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

Having started my career as a navigation officer in the Merchant Navy; I entered the world of financial services some 27 years ago and have held a variety of roles in the life, pensions and investments section of the industry since. Having always worked in a fully independent practice I have excellent working knowledge of, and experience with, myriad financial solutions to ensure that a clients' goals and objectives can be met as appropriately, efficiently and as cost effectively as possible. I am a highly experienced Level 4 Diploma Qualified individual who has carried out pretty much every role in the industry from faxing, photocopying and filing, through administration to paraplanning and advising. I pride myself in being clear in dealings with clients, providers and colleagues alike. I prefer to be simple, straightforward and completely transparent. If I don't think something is right for somebody; I'll say so, even if that means business doesn't progress. It sounds twee; but I like to sleep at night,. I don't bamboozle clients with weird and wonderful niche product combinations which, in the majority of cases, are likely to be inappropriate (not to mention expensive) and, frankly, are more of an ego trip for the adviser than anything else. That said, however, such niche products and solutions do, of course, have a place in holistic financial planning and, where appropriate, I am perfectly well versed and competent in their uses and will recommend accordingly.

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£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).

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Adviser Disclaimer

Verum Financial LLP is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Verum Financial LLP is entered on the FCA register under reference 915016. Registered in England and Wales No. OC429082. Registered Offices: Camburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN