0330 038 8939
Based in Chester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2016
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
Last checked: 24 March 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
33
Recent Client Reviews
Matthew has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 33 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: 23 October 2024
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.
26
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
26 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
26
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 26 first impressions)
88% of users who are not yet clients had a positive first experience with Matthew
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 26 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
Last checked: 24 March 2025
Matthew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Matthew's status
33
Recent Client Reviews
Matthew has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matthew has received 33 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: 23 October 2024
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.
26
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
26 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
26
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 26 first impressions)
88% of users who are not yet clients had a positive first experience with Matthew
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 26 first impressions)
Matt has been a key member of Beaumont Wealth since 2015. He is a Fellow of the Personal Finance Society, a Chartered Financial Planner, an investment specialist, and a member of the Beaumont Investment Committee. Matt also specialises in later life and care advice. He is an accredited member of the Society of Later Life Advisers and a recognised member of Symponia. These are two of the highest accolades for advisers in this field. Matt has achieved the VouchedFor Certificate of Excellence with a 4.8/5 customer rating. Before joining us, Matt worked for a global manufacturer, where he honed his analytical and commercial skills by producing regular audits focusing on efficiency, productivity, and profitability. When he’s not advising our clients, Matt likes to keep fit and spend time with his daughters, who share his love of exploring the great outdoors.
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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
This content is for information purposes only and does not constitute advice Beaumont Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority. Company registered in England number 8707394. Registered address - Emstrey House North, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6LG