Advice Matters Financial Planning Ltd profile

With your help, we’ve hit our target for our chosen charity!

Last year, we initially set ourselves the target to raise £1,000 and are delighted to share that we’ve exceeded that.

In total, you’ve helped us raise £1,150 for St John’s Hospice, a local charity that provides free palliative care to patients with life-shortening conditions.

Due to the success of this scheme for two years in a row, we’re very happy to announce that we’ll be continuing our donations throughout 2023. Our aim is to donate at least £1,000 again for the charity.

A thank you from us

As a client of Advice Matters, you’ll know first-hand the benefits of working with us.

So, we wanted to update you on a few things here at Advice Matters and tell you about some of the people we’ve helped recently.

We’d like to give a quick shout-out to our clients Richard, Paul, Fiona, Chris B and Chris W for recommending us over the past couple of months. We’re always thrilled when our clients recommend us, as it validates the work we do. Recommendations to other people allow us to share our expertise and provide peace of mind when it comes to helping our new clients achieve their goals.

Thanks to your referrals, £250 will be added to the pot for our donation to St John’s Hospice.

We’d also like to share a couple of new client cases that we have been able to help with:

Client stories

Gerry and Beth contacted us, hoping to move to the Lake District. They wanted a full advice planning service to move forward with their plans. Having finalised some pension planning and consolidation, Gerry and Beth have been impressed with the hard-working and friendly team at Advice Matters. After contacting a few firms, they decided to move forward with us. We’re excited to continue working with them on financial planning in the future.

Linda and Richard started to consider when they’d be able to retire. After meeting with them to understand their goals and timescales, we formulated a financial plan that suited their needs. The initial work has now been completed, and Linda and Richard are now enjoying regular reviews as part of our Platinum Premium Service. The couple can now concentrate on enjoying their lives and spending quality time with their family.

Here’s why you can recommend us with confidence

We’re delighted to say that many clients have been leaving reviews for us on both VouchedFor and Google. Chris currently has a rating of 4.9 out of 5 stars on VouchedFor, following 111 reviews.

Reviews mean a lot to the Advice Matters team. Each review helps us attract new clients and provides a morale boost to our team.

We’re now up to nine Google reviews with an average score of 5/5.

If you’ve left a Google review, could we ask you to spare five minutes to leave us a VouchedFor review? If you’re happy to do that, please click here.

And vice versa, if you have left us a VouchedFor review, please spare a few minutes to leave us a Google review; it’s an opportunity to share the experience you’ve had with Advice Matters. If you’re happy to leave a Google review, please click here.

Who we want to work with

You’ll know other people, including friends, relatives, and work colleagues, who we can help.

We will guide clients every step of the way to ensure the financial decisions they make will lead to a happy, stable and fulfilling future for them and their families.

With this in mind, here’s a little more information on who we predominately work with:

Approaching retirement: Perhaps your family member has received their annual pension statement and realised that this just got real – retirement is no longer in the dim and distant future. Now’s the time to think about when and how they’ll retire.

Business owners: Maybe your friend has had enough of the long hours and the responsibility. Perhaps they’ve received the offer of a lifetime. If so, then now is the time to put together a plan with a financial planner they can trust.

Here’s what to do if you want to recommend someone to us

We’re always happy to chat with people who you think we can help. So, if you know friends, relatives, or work colleagues who we can help, please put them in touch with us. We look forward to giving them the same peace of mind that, hopefully, you have after working with us.

Don’t forget about our Introduction Incentive. For every person you recommend to us who books an initial meeting, we’ll make a £50 charitable donation on your behalf to St John’s Hospice.

For more information on our incentive programme, please click here.

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    Advice Matters is a trading style of Advice Matters Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority: 779172

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit