0116 238 9070
Based in Leicester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2023
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
Last checked: 25 June 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
23
Recent Client Reviews
Matthew has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 23 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: 20 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.
8
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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 not yet added their fees to their profile
Fees not yet added
Matthew has not yet added their fees to their profile
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Matthew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 16 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
Last checked: 25 June 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
23
Recent Client Reviews
Matthew has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 23 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: 20 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.
8
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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 not yet added their fees to their profile
Fees not yet added
Matthew has not yet added their fees to their profile
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Matthew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 16 first impressions)
I have been in financial services since 2002 having previously worked in the mortgage industry and then as a Financial Planner. My particular areas of expertise are Pensions both pre and post retirement, Investments, Financial Plan Building and Inheritance Tax Planning. I am a member of the the Personal Finance Society which is where I passed my Diploma in regulated financial planning, I carry the DipPFS credential. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. The part I enjoy the most is getting to know my clients, understanding their needs, providing them with peace of mind and most importantly; giving them the confidence to view their retirement as the start of the most exciting chapter in their life and not something to be worried about. It is an amazing privilege and responsibility to be able to join them on this journey, often becoming their financial sounding board. I believe the key to being a good planner, is having the technical knowledge, but more importantly the ability to listen and connect with what really matters to my clients. I have 3 children so my spare time tends to revolve around my family, seeing friends and watching motor racing both 2 and 4 wheels and taking the dog for long walks in the countryside.
Offers available through VouchedFor
Contact Matthew through VouchedFor and your initial 30 minute 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
Savings
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