Independent Financial Adviser
400 Thames Valley Park Drive, Reading, United Kingdom, RG6 1PT
First meeting at adviser's own cost
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
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.
Carla Gower, Swindon
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.
Donald, Earley
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.
Paul Howell, Kent
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!
Ian Hobbs, Wokingham
Since my first engagement with Matt 24 months ago I have received nothing but courteous and professional financial advice. Thoroughly recommended.
Dean Otterway, Bracknell
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.
Mario Casha, Reading
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.
John Garred, Binfield
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.
David Brown, Cranbrook
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 :)
Neil Charman, Sandhurst
About us
We take a fresh approach to financial planning with a true focus on your overall life and wellness.
Aiming to create a focused and adaptable plan for your future.
Taking a cautiously simplistic approach to financial planning helps our clients to understand the complexities of the financial world.
Transparency is key to any relationship and we are happy to disclose our costs and fees on our website <url hidden> and we will have an open conversation at our first meeting so that you have a clear picture of the overall costs and also what will happen next at our discovery meeting.
We have a wealth of expertise across several areas with a particular focus on the following:
*Retirement
*Investments
*Inheritance Tax Planning
*Family Law - working alongside clients going through a divorce.
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, RG6 1PT
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.
Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
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.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
