Matthew Williams

Matthew Williams

Ascot Lloyd

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Worcester
View location
Top Rated 2026
Verified since: December, 2024
4.7 out of 5

303 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 January 2026

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

  • 81

    Recent Client Reviews

    Verified reviews: 100%

    Matthew has received 81 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 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.

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    Qualifications not yet added

    Matthew has not yet added their qualifications to their profile

  • 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

  • 7

    Positive First Impressions

    71% of users who are not yet clients had a positive first experience with Matthew

    71% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 7 first impressions)

I began my career in the financial services industry in 2006 working for two large banking organisations. In April 2014, I joined Newell Palmer Financial Planning as an Independent Financial Adviser and spent four and a half very successful years building up my reputation in one of the fastest growing Midlands based businesses. In December 2018, I moved to Ascot Lloyd as a Chartered Financial planner on behalf of the businesses merger. During the past decade, I have achieved my Certificate in Mortgage Advice and Practice (CeMAP), Certificate for Financial Advisers (CeFA), Diploma for Financial Advisers (DipFA) and in 2017, I attained my level 6 Diploma in Financial Advice (Adv DipFA) and became a Chartered Financial Planner. I also hold the Award in Pension Transfers (AwPETR). During this period, I have maintained my membership with the London Institute for Banking and Finance (LIBF) and my Statement of Professional Standing (SPS). On a personal note, I'm married and have three young children. I enjoy all sports and regularly participate in football.