Matthew Brooks

Matthew Brooks

The Cosgrove Partnership

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Milton-Keynes
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Top Rated 2025
Verified since: September, 2022

4.9 out of 5

89 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 May 2025

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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 April 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.

  • 10

    Qualifications Uploaded

    10 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

  • 9

    Positive 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 9 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 May 2025

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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 April 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.

  • 10

    Qualifications Uploaded

    10 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

  • 9

    Positive 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 9 first impressions)

I’ve been advising clients for over 30 years. During this time, I’ve garnered a broad base of knowledge helping people from various walks of life and working with them to create financial solutions built specifically for their individual needs. While I’m happy to work with people at various stages of their life, my specialities remain in advising the self-employed and business owners who are: within 10 years of retirement; transitioning into retirement; or already retired and in their later life. As an independent and chartered financial planner, I’m able to source truly bespoke solutions for my clients, to help them live the best life possible while maintaining their long-term financial security. To get in touch you can Call me on 07766 203013, Email me at matthew.brooks@cosgrovepartnership.com To find out more you can look at my website - https://matthewbrooks.co.uk/

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

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