- Executive, HertfordshireWhen 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 … Continue reading →Ian & Ann, BedfordshireMatthew has been our financial adviser for the past year. As we have known his family for many years we asked him to come to our … Continue reading →Keith, LawyerMatthew has been my trusted adviser for several years. He has a calm, considered professional manner and is a pleasure to deal with. Always giving of his time, I feel … Continue reading →
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Category Archives: Financial Planning
So you’ve sold your business – now what?
You’ve spent years building a successful business and you’ve finally completed the sale. It took MANY months to get to this stage but you now have your millions, what do you do next? For many, this is the question that … Continue reading
Posted in Financial Planning, Investment, Pensions, Retirement, Tax
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How to ensure your money is in good hands
This article was written for and appeared in the October issue of ‘The Barrister Magazine’. The decision of who to entrust with the management of your money is one that can have huge ramifications on your future. However, whether you … Continue reading
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What is professional financial planning?
And in fact what is the difference between a run of the mill IFA and a Financial Planner? Don’t worry if you don’t really know, I’m discovering much of the industry seems to struggle with this too! They are, however, … Continue reading
Posted in Financial Planning
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