Matthews IFA Ltd
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Our Service

Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other, and the long term implications such as taxation and potential changes in legislation.

Ours is a personalised service that adopts a holistic approach by focusing on all aspects of your finances. We can, however, offer a “limited advice” service, whereby a client may request advice in just one area (say, life cover), and that will be the only area on which we will offer advice.  Either way, we seek to establish long term client relationships and to provide a simple but comprehensive financial planning service.

Our Aim

Our aim is not to sell products, but to provide straightforward, easy to understand financial advice and to simplify what can otherwise be an extremely difficult decision making process.

Why choose an Independent Adviser?

Being independent means that we are not tied to any one Insurance Company or Mortgage Lender and therefore the advice we provide is totally unbiased. Only after discussing your objectives will we research the entire UK market place on your behalf.

These are the areas of financial planning that we will be able to help you with:

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