Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Blaby

Covers

All of UK - Remotely, Leicestershire, Northamptonshire, Rutland, West Midlands

Matthew Jeffery

Independent Financial Adviser

I have over 20 years of experience in financial services and I can offer advice on all areas of financial planning with my main focus on investment and retirement planning.

During my time as an IFA I have always had my client’s best interests at heart. I pride myself on getting to know my clients well to ensure that I fully understand their personal circumstances to provide a holistic service completely tailored to their needs and financial goals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Blaby

Covers

All of UK - Remotely, Leicestershire, Northamptonshire, Rutland, West Midlands

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