Matt Thomas

Matt Thomas

P&C Lifetime Partners Ltd

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Hungerford
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Verified since: May, 2021

4.9 out of 5

47 reviews


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  • FCA Regulated

    Last checked: 30 June 2026

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

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    Verified reviews: 100%

    Matt has received 1 client review in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 08 June 2026

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About

Having started my career in financial services for Scottish Widows in 2004, I became a Financial adviser in 2015 and love doing the job I do! I really enjoy working with my clients, helping them to plan a financial pathway they can be confident in to take them through their life journey. My clients range from young professionals looking to build their wealth through to those looking to understand how they can retire and protect their wealth for future generations. My main areas of focus are pensions, investments and inheritance tax planning and I am a qualified pension transfer specialist. Away from the office, family and sport are my passion. Although, with three young boys, I spend more time watching on the touchline or boundary, than playing! Transferring out of a final salary pension is unlikely to be in the best interests of most people Approver Quilter Financial Services Limited 01/10/2024 The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.