Matthew Odell
Atlas Personal Wealth Management
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £250,000
0330 038 8941
Based in Witham
View locationChecks carried out by VouchedFor
FCA Regulated
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 May 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Matthew has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 5 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: 13 May 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.
11
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 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 below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 3 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
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 May 2025
Matthew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Matthew has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 5 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: 13 May 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.
11
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 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 below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 3 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)
I'm a Chartered and Certified Financial Planner, and the founder of Atlas Personal Wealth Management. After over 10 years in financial services, I launched Atlas in 2025 with a clear mission: to make financial planning more human and to help people align their money with their desired lifestyle. Every person I work with has a story - a business they have built, a retirement they have dreamed of, a fresh start after a divorce and I love to play a part in helping them to write the next chapter. I specialise in advising people that are: • Business owners = Helping you to make the most of the opportunities and challenges that come with running your own company. • Those approaching retirement = So you can retire on your terms, with a clear financial plan that gives you the clarity and confidence to enjoy life. • Retirees = To ensure your wealth supports the lifestyle you have worked so hard to enjoy. • Divorcees = Offering expert, sympathetic advice to help you rebuild and gain control at a time when you need it most. At Atlas, we pride ourselves in supporting individuals and families who value a long-lasting, meaningful relationship with a financial planner. So, if you're looking for someone that truly cares about you and is committed to helping you make the most of your wealth throughout life, then we would love to hear your story. What sets us apart? Independent advice = We are not tied to any providers, ensuring our recommendations are always unbiased and based on what is truly best for you. Integrity first = If the right thing to do is nothing, we will tell you exactly that. We never push products or services for the sake of a fee. Local and flexible = Based near Essex, I work with clients across the South East, meeting at times and locations that work best for you.
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
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