How I work with you
A good financial plan starts with understanding you: the people who matter to you, the choices you want to make and any concerns about the future. I take time to understand your position before discussing what advice may help.
Understanding your priorities
We begin by discussing your circumstances, existing arrangements and what you want your wealth to achieve. That may mean planning for retirement, deciding how to invest, protecting your family or considering how to pass on wealth.
Explaining your choices
I explain my recommendations, the reasons behind them, the relevant costs and the risks or trade-offs involved. I welcome questions and want you to feel comfortable raising concerns before deciding how to proceed.
Putting your plan into practice
Where you decide to proceed, I guide you through the next steps and the information needed. Where appropriate, I work alongside your accountant, solicitor or other professional advisers so that financial decisions are considered in their wider context.
Keeping your plan relevant
Our ongoing relationship includes an annual review, with additional conversations where your circumstances or planning needs call for them. I also contact clients about relevant Budget developments and tax-year-end planning opportunities, and provide perspective during periods of market uncertainty.
You do not need to wait for a review to get in touch. A change in your work, family, health or finances may be a reason to revisit the plan.
Could we work well together?
My approach suits people who value an ongoing relationship and want to take an active part in their financial planning. If you have substantial savings or investments, or expect to build or receive them, an introductory conversation can help us establish whether my service fits your needs.Arrange an introductory conversation
Read about Matthew
More about me
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
