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  11. Mat White Financial Services

Mat White Financial Services

Independent Financial Adviser  Mat White Financial Services Ltd, Cheshire, Sandbach, CW11 1DH
First meeting at adviser's own cost
We feel that we can make a positive difference to the finances of our clients
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
Mrs Lisa Jones
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Matthew White
Independent financial adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

We provide full holistic financial planning: arranging clients' financial affairs and helping them to achieve their aspirations and goals -

- Retirement planning & existing pension reviews
- Life, critical illness, sickness and unemployment cover
- Mortgages & Re-mortgages
- Secured and Unsecured lending
- Bridging Finance
- Investments
- Buildings & contents insurance
- Commercial insurance
- Estate planning & will writing
- Auto Enrolment

Our offices are situated opposite Ashfields Primary Health Care centre in the market town of Sandbach in South Cheshire.

We also make home visits dependent upon client requirements.

Our services

We provide a tailor made service to our clients.

We specialize in retirement planning and look after our clients pre and post retirement. We have a number of clients who we have helped through the complexities of pension freedoms and flexi access drawdown.

We treat each client individually and make every effort to meet their financial needs.

We provide unique solutions rather than a 'one size fits all' approach.

We are very good at finding unusual mortgages for people who do not necessarily tick all of the usual boxes, eg complex incomes, self employed to name a few.

We help a lot of clients with pension freedoms and businesses with auto enrolment needs.

Where to find us
Head office address: Mat White Financial Services Ltd, 35A Middlewich Road, Cheshire, Sandbach, CW11 1DH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021

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