0330 038 8939
Based in Marlow
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: November, 2019
4.9 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 statusLast checked: 20 June 2026
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
31
Recent Client Reviews
Matthew has received 31 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Matthew has received 31 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: 18 May 2026
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
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below3 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowMatthew 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
55
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 55 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 55 first impressions)
About
Before joining The Private Office in 2018, I started my career in a local firm gaining experience in both accountancy and financial planning, before completing a degree in Finance and Accounting at Brunel University. Since joining TPO, I have progressed quickly from working as part of the technical team through to a Partner and Adviser Manager within the business. I am a chartered Financial Planner and I have been nominated twice for New Model Adviser’s Top 35 Advisers under 35. I have spent my career developing a comprehensive and broad range of experiences dealing with clients from all walks of life, ranging from entrepreneurs, business owners, and city fund managers to musicians, music managers, and television personalities. As an advocate of lifestyle financial planning, I specialise in using financial forecasting to show clients what their wealth means both now and in the future. Whether I am working with a new client or an existing client, I always look to build the foundations of a financial plan by utilising cash flow modelling. This forms a strong foundation to create a clear, bespoke, and realistic financial planning strategy to enable clients to achieve their goals and objectives. I help my clients enjoy the lifestyle that they desire with the safe knowledge that their financial independence can and has been achieved. When I am not continuing my ongoing professional development, I enjoy live music and supporting Exeter Chiefs Rugby Club. Aside from music and rugby, I enjoy travelling, reading, and keeping active.