Inspire Financial Planning Limited

Independent Financial Adviser Redwood House, Templars Way Industrial Estate, Royal Wootton Bassett, Wiltshire, SN4 7SR

First meeting at adviser's own cost

Response rating

10 /10

19th August 2019

Matthew Randall is a Chartered Financial Planner offering a bespoke professional service tailored to individual & corporate clients

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Matthew Randall APFS, AIFP

Director, Inspire Financial Planning Ltd

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Accreditations

What our clients say

Matthew has been helping me to plan for my retirement this year and I have been discussing options with him since January 2009. In the period that I have known Matthew, I have been particularly aware of his professional, and friendly attitude towards me and my wife. His knowledge of the retirement options and his assessment of my risk profile have lead to various decisions regarding my pension arrangements, and investments which are currently turning out to be advantageous to me and the financing of my retirement. I would have no hesitation in recommending Matthew’s services to others in a similar circumstance to my own, and Matthew can be relied upon to provide the right level of advice, and is completely trustworthy.

Bob & Mary Piper, Paulton

A very good friend recommended I contact Matthew Randall of Inspire Financial Planning after I was prematurely widowed. Matthew was great from the very start, listening to my concerns and acting on my instructions to the letter. He used various models and endless patience explaining all aspects of my finances from showing me I can afford to continue living in my home, to helping me plan for my retirement. I was also most impressed by his knowledge of the ethical investment market.

Rachel Burgener, Prestbury

Since Matthew took over my financial affairs I have been able to relax! His input has been most helpful and he has simplified matters greatly. I have no hesitation in recommending him to one and all!

Heather Howard, Letcombe Regis

I just wanted to record my thanks and appreciation for all your help with my personal financial planning over the last 18 months. I came to you in the first instance thinking that all I needed was some advice about investing my pension but I left with a fully analysed financial profile for the future that has been of real help in setting up my financial plans. The service you provided was exemplary – you did exactly what you said you would do, advising me patiently and promptly to ensure my wishes could be realised. I would have no hesitation in recommending your services to others who need properly tailored advice to ensure a secure future.

Elizabeth Mullins, Cardiff

Matthew has been our Financial Adviser for four years. We have always found him to be very courteous, friendly and totally discreet. He is extremely knowledgeable across the entire financial spectrum and always seeks to obtain the best possible outcome for us, which is totally impartial. His advice is delivered in a concise and clear manner free of technical jargon He is always punctual for appointments and responds promptly to telephone calls or emails. We have no hesitation in recommending Inspire Financial Planning.

Christine & Christopher Jones, Paulton

Where to find us

Redwood House, Templars Way Industrial Estate, Royal Wootton Bassett, Wiltshire, SN4 7SR

Make an enquiry

About us

Inspire Financial Planning was started in 2009, although I have been advising and helping clients for over 10 years.

My ultimate goal as a professional – and my personal passion – is to help my clients achieve financial freedom. However, financial freedom means different things to different people; for some it is the ability to pursue the things they enjoy without financial constraints, for others it can be focussed on protecting against financial shocks for themselves and their loved ones.

As a result, the financial advice I offer is as individual as my clients. As simple as that sounds, I believe that this is a refreshing approach to financial planning. My view is that clients are not well served by cookie-cutter solutions – they need a professional to thoroughly understand their financial aims, hopes and aspirations before offering advice.

I have spent the last eleven years advising and building relationships with my clients. Helping them to achieve their goals has been – and remains – an immense source of pleasure and satisfaction.

Our services

We do what is right for you.

Our advice will be of the highest quality, rigorously researched, and most importantly, based solely on your needs.

Professional financial planning can make a real difference. It can be difficult to see beyond the everyday demands of work and family life and take the time to look at your finances in a structured way. If you are unfamiliar with the complexities of the financial world, you may not know where to start.

Inspire Financial Planning Ltd can help you to start building a solid financial plan.

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We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

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Contact options

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