Mathew is a fully qualified financial adviser and holds a diploma in financial planning with the Chartered Insurance Institute. He has worked in the financial sector for over 16 years and has a wealth of experience across Pensions, Investments, Protection and Tax Planning. Defined Benefit schemes has been a large focus of Mat’s career over the last few years helping trustees and companies reduce the liabilities of there Final Salary schemes, via such means as Flexible Retirement Options, Pension Increase Exchange and At Retirement Services. Outside of work he is married to Lucy and has a daughter, Sophie. Mat’s main passion is football with many a weekend watching Arsenal FC. He has taken up golf recently and can be seen calling four quite often at Sand Martins Golf Club in Wokingham.
At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.
I was making decisions with regards to a review of my future pension and lifestyle strategy. Mathew was able to fill in a lot of the gaps from my own limited knowledge and explain in easy terms what options I had for pension planning and potential income streams. It was easy to arrange face to face appointments for discussions regarding individual reports raised that we could review together. Where I needed additional information or guidance, that was supplied too. I am very satisfied with my outcome and feel I have been able to build up trust with Mathew as my IFA going forward.
Mat gave great advice on my pensions and investments compared to other advisers I had spoken to. I have been able to retire , confident I will have sufficient fun.