Matthew Rose

Matthew Rose

Sandringham Financial Partners

Minimum savings/pensions: Any amount

0330 038 8940
Based in Huddersfield
View location

Verified since: November, 2019

4.9 out of 5

55 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 May 2025

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 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.

  • 3

    Qualifications Uploaded

    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 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 status: Certified by Firm

    Last checked: 02 May 2025

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 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.

  • 3

    Qualifications Uploaded

    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 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

As a Founding Partner at Sandringham, my aim is to simply help people make the most of their money by explaining the opportunities that exist in a clear and straightforward manner. I'm able to offer advice in areas include pensions, investments, savings, personal and business protection, amongst many others. I specialise in retirement planning for those who are nearing retirement and also those you are just starting their retirement planning. My spare time revolves around being with family and two children this makes me acutely aware of the pressures and potential risks young families face. I'm also able to help those in similar situations to discuss financial matters such as mortgages, protecting their family and saving towards their future. The aim is to help and guide anybody who does not have the access or experience in financial matters to put them on the right path and remove any worries or concerns they may have. Hearing somebody say that they are relieved and happy with what we have developed together is what truly makes me happy and proud to be a Financial Adviser.

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

Household income

Mortgage value

Savings

Clients' level of financial expertise

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