Matthew Tumbridge

Matthew Tumbridge

MTFA

Minimum savings/pensions: Any amount

0330 038 8942
Based in Watford
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Top Rated 2025
Verified since: January, 2023

5 out of 5

30 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 May 2025

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

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 7 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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

  • 3

    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 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 May 2025

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

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 7 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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

  • 3

    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 3 first impressions)

Matthew qualified with the London Institute of Banking and Finance as a Financial Advisor. He has twenty years experience in business and insurance, and is a whole-of-market and fully independent financial planner with Julian Harris Financial Consultants. He is a husband and father of two, who understands that financial plans have to work with the reality of day-to-day life. While financial planning can be complex, he strives to make it easy for anyone to understand. He believes in evidence-based investing, which means that your financial plan will be backed up with data and evidence to show why it is right for you. Whether you want your savings to grow faster, or need to understand how you will fund retirement, in fact, whatever your financial questions, Matthew will work with you to find the right answers. Matthew Tumbridge Financial Advice Ltd trading as MTFA is an Appointed Representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566. The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances

£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).

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Adviser Disclaimer

Matthew Tumbridge Financial Advice Ltd trading as MTFA is an Appointed Representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566. The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances