Matthew Appleby

I have been an Independent Financial Adviser since 2009 having experience in providing bespoke advice to private clients and specialise in pension and investment planning.

I help clients plan for their retirement, mitigate inheritance tax liabilities and ensure their savings and investments are working as efficiently as possible towards their long term goals. To underpin their plan I will also help clients protect themselves and their incomes against the unexpected events life throws at us to safeguard those plans.

I believe in honesty, integrity and straight talking when it comes to delivering advice to clients and assist my clients in understanding how their recommended plans function will help them meet their goals. My experience shows that clients who have a good understanding of the products and services are more likely to stick to their long term plan and not be distracted or unsettled by short term events.