Creative Lifestyle Planning
Life, Plan, Advice.
We help understand clients ambitions, aspirations, fears and objectives to help achieve the retirement they have visualised. Focussing on the life that you can have and achieve, helping you make the right decisions with your assets.
We can advise you on
Pensions & retirement
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
SIPPs
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
OEICs
Socially responsible investments
Unit trusts
Savings
Lump sum
Regular savings
Savings for children
School fees planning
Insurance & protection
Accident & sickness
Critical illness
Income protection insurance
Life insurance
Tax & trust planning
Capital gains tax
Estate planning
Income tax
Taxation planning
FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Mathew Angell
Financial Lifestyle Planner
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Since my first engagement with Matt 24 months ago I have received nothing but courteous and professional financial advice. Thoroughly recommended.
I have been very happy with Matt. The service is great and always tailored to your needs. The products have been good and I would have no hesitation in recommending to friends and family, in fact I have!
I have been very happy with the service and advice provided by Mathew. The advice provided considered my overall financial needs and approach to risk. The process was smooth are fairly painless. My multitude of questions and points for clarification were responded to promptly and patiently by Matt who took the time to explain. Thank you.
Overall a good experience which I expect, hope will continue over many years.
Was introduced to Matt from a family member and have been really pleased with the outcome of the plan we have in place. Really liked how Matt broke down everything in a simple way and we actually came to the conclusion that retirement was possible 2 years earlier than expected. I have already recommended matt to others.
Would highly recommend Creative Lifestyle Planning to anybody.
Extremely professional from start to finish, Mathew knew exactly what he was on about and I had plenty of time to understand the full implications of the advice.
I found Matt to be very supportive in my financial plans and would recommend his services to anyone who is looking for constructive retirement planning amid the pension minefield :)
My wife and I have used Matt to provide pensions planning and investment advice that has worked well, especially in the current volatile market. This has helped us to consolidate our various investment arrangements and commence transition to full retirement earlier than originally planned.
My pension and general finances were in a complete mess after years of neglect and then I was introduced to Matt. His advice has been exceptional and now I have a full understanding of my financial position and what I need to consider going forward. My savings are better invested and making very good returns even taking into account the impact on the markets due to covid.
I have no hesitation in recommending Mathew as a honest, trustworthy, reliable individual who has guided us financially through difficult times and exceeded our expectations.
Our services
We will spend the required time with you to understand and plan for your retirement, this may take three or four meetings as we spend the time with you to be transparent and help plan for all eventualities in retirement so you are confident and able to enjoy this next stage of your life.
Where to find us
Head office address: 400 Thames Valley Park Drive, Thames Valley Park, Reading, United Kingdom, RG6 1PT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
FCA authorised
Last authorised 1st March 2021
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Coronavirus 2021 Update - we are open and can conduct Video Meeetings.
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
EBP provides expert bespoke advice to individuals and businesses to help achieve their financial goals and/or business planning objectives.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Specialise in: Retirement Planning, Pensions, SIPP's, Annuities, Investments, NISA's, Family Protection, Critical Illness Cover, Estate Planning, Inheritance Tax, Wills, Trusts
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