Mat White Financial Services

Independent Financial Adviser  Mat White Financial Services Ltd, Sandbach, Cheshire, 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020
Meet our advisers
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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Certified Financial Planner
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.

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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020

Similar advisers near you

Restricted - whole of market 0.2 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
Independent Financial Adviser 0.64 mi
We offer a holistic range of financial solutions, aligned precisely with the needs of our clients.
 
Independent Financial Adviser 4.08 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
Independent Financial Adviser 4.63 mi
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.