0113 427 9378
Based in Leeds
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FCA status: Certified by Firm
Mat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mat's status
Last checked: 30 April 2025
Mat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mat's status
3
Recent Client Reviews
Mat has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mat has received 3 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: 29 January 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.
Qualifications Uploaded
Mat has not yet added their qualifications to their profile
Qualifications not yet added
Mat has not yet added their qualifications to their profile
Transparent Fees
Mat has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mat has provided information on their typical fees
Mat has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mat (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Mat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mat (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mat's status
Last checked: 30 April 2025
Mat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mat's status
3
Recent Client Reviews
Mat has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mat has received 3 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: 29 January 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.
Qualifications Uploaded
Mat has not yet added their qualifications to their profile
Qualifications not yet added
Mat has not yet added their qualifications to their profile
Transparent Fees
Mat has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mat has provided information on their typical fees
Mat has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mat (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Mat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mat (based on 6 first impressions)
I am an Associate Financial Adviser at The Private Office, located in Leeds and helping clients across the north, including Manchester, York, Carlisle and Newcastle. As a certified adviser, I work with clients to help them achieve their financial goals by taking a holistic view of their financial position and getting to know them as individuals to help formulate a personal financial plan. I incorporate cashflow modelling into discussions to help develop conversations and bring financial planning to life. Working at The Private Office since 2020, my experience includes retirement planning, working with Powers of Attorney to ensure a robust plan is in place, inheritance tax planning and trusts.. I help a range of clients, from young accumulators to those approaching and entering retirement, working with them to ensure that they have a financial plan to give them flexibility and reassurance in uncertain times. As well as being a diploma-qualified financial adviser, I keep up to date with financial planning legislation as part of my ongoing professional development, and I am also currently studying to become a Chartered Financial Planner. I hold a degree in Business with Finance from Northumbria University. In my spare time, I enjoy being in the outdoors either walking, running, or cycling in the countryside.
Offers available through VouchedFor
Contact Mat 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 Mat's clients
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