Matthew Naylor

Matthew Naylor

White Stone Financial Planning Ltd

Minimum savings/pensions: Over £50,000

0330 038 8942
Based in Tamworth
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Top Rated 2026
Verified since: January, 2023
5 out of 5

40 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 May 2026

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

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 December 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.

  • 7

    Qualifications Uploaded

    7 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

  • 5

    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 5 first impressions)

About

I help more people live the life they want, in the time they have, without fear of running out of money. Great financial advice is about truly understanding what is important to you and helping you achieve it. It is all too common that advisers focus on investment funds or products like pensions & ISAs, which are simply tools to get the job done and then confuse matters even further with jargon & technical babble. I strongly believe clear financial advice that is tailored to what matters, can help more people live the life they want with the peace of mind of not having to worry. I have over a decade of experience within the financial services industry helping clients. Whether this is how to plan for your retirement; how to enjoy those golden years in a sustainable way; how best to help the next generation, or simply choosing your investments wisely, I have the expertise to help you. I am proud to be a fully qualified Chartered financial planner, the leading standard under the Personal Financial Society and Chartered Insurance Industry. As such, I am committed to upholding the highest principles of excellence in qualifications, ethics, business practices and professional development. Quite simply, it’s about dealing with a professional who will put your needs first. Outside of the financial services world, I enjoy spending time with my wife and young daughters, along with being a long-suffering supporter of Derby County Football Club. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Please note that the Financial Conduct Authority do not regulate estate planning. White Stone Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. White Stone Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 991595. Registered office: Tamworth Enterprise Centre (No 9), Corporation Street, Tamworth, B79 7DN. Registered in England and Wales Number: 14518301