Guy, Partner at a Law Firm
When our previous, long standing IFA announced his intention to retire, we were naturally concerned about finding a new IFA to provide the Company and our …
Keith, Partner in Law Firm
When we set up in 2011, we wanted to deliver a service that was different to most financial advice firms. We wanted to help our clients make the right decisions with their money to enable them to live the life they really want.
Financial planning isn’t about pensions, investments or tax planning; these are just tools in delivering the future our clients want. Financial Planning is about inspiring our clients to think about the kind of life they want for themselves and their families; planning how to use the financial resources available to achieve that life; then making it happen.
We offer our clients the freedom to think about what’s possible and how they can make the most of their life, and the lives of their loved ones. We inspire them to take control of their future and not leave their lives to chance; without sacrificing living for today. We help them make the right decisions for themselves and their families.
Matthew is the managing director and lead adviser at Clear Vision Financial Planning.
“I am very passionate about improving the lives of my clients and helping them to live the life they want to live. Life isn’t a rehearsal, so we focus on taking the worry and stress that comes with wealth so we can free our clients to live the lifestyle that they want to live.”
Matthew has extensive experience of advising private clients and trustees on portfolios ranging from £150,000 up to £20 million. He also has a great deal of experience in advising business owners with regard to such areas as pension scheme management, aligning business planning with personal planning and exit planning.
BA (Hons) in Business Studies
We recognise that in order to deliver the best advice for our clients we have to have a high level of technical knowledge. For that reason we are proud to say that our advice is delivered by someone who is both a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNER
