Why choose us

Artwork by Chuck Elliott

We take our work very seriously, but we never take ourselves seriously at all, and you’ll notice that as soon as we start our journey together.

Our team is small and agile, so you’ll soon feel like part of the family. Here are six more reasons why you’ll love being a client of ours:

We’re proud to be independent

Matthew has always been fiercely independent and put his clients first and foremost above all else. That was the reason behind setting up his own Directly Authorised practice without the bias of a restricted network or private equity-backed consolidator.

We’re more than qualified

Financial service is all Matthew has ever known and it’s rare to find an IFA with his level of experience at his age. The best part? He’ll still be around to give you advice in 10 to 20 years, so you know you’ve got a planner for life.

Easy to talk to

Having a good sense of humour is essential in life as it helps you through any difficult moments. We don’t take ourselves too seriously and don’t just talk about financial planning, but also what’s important to you and your family, what your dreams and goals are. We take a genuine interest in our clients.

You’ll never be confused

Sometimes the language used in the finance sector can be a little obscure and confusing. We don’t want to make you feel like you can’t understand what we’re talking about, which is why we always talk in plain English. And if you have any questions, fire away!

We don’t take on too many clients

As you may have worked out by now, we’re a family-led firm and we uphold these values in everything we do. We’ll never get too big for our boots and take on more clients than we can manage, so you can be reassured we’ll always have time for you.

Flexible on where we meet

Our home is our pride and joy, and we love to welcome our clients here. We’ve converted our garage into an office and it’s now a welcoming area set up for meetings inside and outside. Equally, we’re happy to come to your home or your place of work if that is better for you.