Chartered Financial Planner
More information

Qualifications

MSc Financial Planning and Business management
BA (Hons) Economics and Politics
FPFS

Location

Based in: 
Clayton-Le-Moors
Covers: 
All of UK - Remotely

Matt Barrow

About me

I have been working in the Financial Services profession for over 30 years, holding Senior Leadership positions within Aviva and for the last 8 years as a Chartered Financial Planner. Throughout my career professional qualifications and personal development have been important to me and I am a Fellow of the Personal Finance Society and hold a Masters Degree in Financial Planning and Business Management from the Metropolitan University of Manchester where I am also an Associate Lecturer.

The key to a successful client relationship is about understanding your current situation, your aims, and objectives, only by gaining a deeper insight can a comprehensive plan be built which meets your aims and objectives.  

Being a whole of market adviser I can provide independent financial advice in all areas of financial planning: protection, retirement, savings, and investments. I specialise in working with Employers and their staff, from PLC’s to micro employers understanding the needs and objectives of both businesses but also their employees.

If you are an employer who is looking to protect your business or looking to retain and reward your staff to enable the business to grow, whatever you are looking to achieve I can help you meet your objectives.

If you are an individual you may be looking to protect your family for the future or looking to ensure that you have sufficient income to have the retirement you want,  whatever your goals I can help you meet them.

Matt Barrow has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more