Prestige Wealth Planning- Matt Woodcock
I'm here to help you maximise your wealth, minimise your tax & protect you against risk.
We can advise you on
Pensions & retirement
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Mortgages
Buy my next home
Buy to let
Buying first home
Equity release
Flexible mortgages
Mortgage protection
Next home / Remortgaging
Right to buy
Self-employed mortgages
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Socially responsible investments
Unit trusts
Savings
Lump sum
Regular savings
School fees planning
Insurance & protection
Critical illness
Income protection insurance
Large business
Life insurance
Tax & trust planning
Capital gains tax
Estate planning
Income tax
Taxation planning
Business
Corporate pension
Employee benefits
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Matt Woodcock
Independent Financial Adviser
What our clients say
What were the circumstances that caused you to look for a financial adviser?
Having been made redundant, I wanted to move house and look into my pensions situation, with a view to taking funds regularly.
How did Matthew Woodcock help you?
He gave me good advice and reviewed our situation well. He was a great help.
Have you seen the outcome you were hoping for?
Yes. Am now taking a draw-down from my pension and like the idea of still being flexible and knowing I can contact Matthew at any time in the future if we need any more advice.
What could they have done better?
Nothing. all service provided was efficient and friendly.
What were the circumstances that caused you to look for a financial adviser?
I wanted to check to see if my pension was doing ok and whether I should move it.
How did Matthew Woodcock help you?
After looking at my pension and the returns it was getting, Matt advised me to leave it where it was for now but to review it in a year.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Matt was excellent, his advice was spot on.
What were the circumstances that caused you to look for a financial adviser?
Needing advice re insurances
How did Matthew Woodcock help you?
Helped greatly with all aspects of life and mortgage protection.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing Matt is very good at his job.
What were the circumstances that caused you to look for a financial adviser?
We had someoneelse as a mortgage adviser who mess everything up then we met with Mr Matthew Woodcock and he did get our mortgage literally in one week.Perfect.
How did Matthew Woodcock help you?
Amazing.He got our mortgage quickly then the processes was a lot different than we had with other guy. He is so efficient ,perfect service quick turn to requirements.Amazing.
Have you seen the outcome you were hoping for?
Of course.We had to say to agancy that we can't buy the house becouse of the other mortgage advisers less attention to my paper work but Matthew Woodcock turn everthing to the other side in such a sort time then couple of weeks time we got our house key.We strongly believe we wouldn't buy our house at that time if we didn't meet Matthew Woodcock. We did recommend Mr Woodcock to 3 of our friends also.
What were the circumstances that caused you to look for a financial adviser?
I was remortgaging my house.
How did Matthew Woodcock help you?
Initially Matt looked into my pension, helping me understand it more clearly. He also helped me to find an affordable mortgage. Matt provided me with clear information along side friendly support. Without him my family and I would have had to sell our family home.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of any improvements.
What were the circumstances that caused you to look for a financial adviser?
Needed the middle man in making sure got the right mortgage for my first time property.
How did Matthew Woodcock help you?
He helped so much, I didn’t have a clue where to start and any questions I had he was always on the end of the phone.
Have you seen the outcome you were hoping for?
Yes I’m now in my property with a mortgage deal I’m delighted with.
What could they have done better?
I honestly think there’s nothing he can improve on. He’s at the top of his game.
I have refinanced my mortgage with Matt, and I was amazed at how painless he make what had previously seemed an often painful process to me. Thanks to his expert guidance and knowledge of the mortgage industry, his attention to detail in helping me gather all of the necessary documentation, and his efforts to make everything as convenient as possible for me. As a customer, I would not hesitate to recommend Matt to anyone in need of his services.
I have had the pleasure of working with Matt on various occasions. Matt is a passionate and a committed professional who is truly at the cutting edge of the what he does. Fresh ideas with a positive attitude make dealing with Matt an absolute pleasure. I look forward to continuing our relationship and couldn't recommend his services more.
As a first time buyer Matt Woodcock has been unbelievable! Really friendly and will go that extra mile to help you, to make sure that you get the right mortgage that best suits you. I will definitely be using Matt again! I recommend him to anyone.
Absolutely amazing service. I was referred to Matt by a mutual friend as I was looking to get a buy-to-let mortgage on my property. I can not thank him enough for his professionalism and his hard work to get me a deal that I could have never even dreamt of. Everything was explained to me step by step and he was only a phone call away to answer any questions I had. This certainly won't be the last time I use their service.
Matt is knowledgeable, enthusiastic and most importantly supportive. He took us through the key aspects and was never judgmental when we asked for more information or a different explanation. He genuinely gave us advise on what was best for us and at no stage tried to over sell or convince us of anything. Matt's friendly demeanour sets exactly the kind of atmosphere you need when making difficult, stressful and potentially life changing decisions. I thanks for Matt for his support and would recommend anyone booking an appointment with him. Matt – Thanks for all of your help!
About us
For 16 years I have worked in the Financial Services industry helping my clients in all aspects of their finances. From day to day banking to mortgages, pension & investment planning.
I provide independent, holistic financial advice in the following areas:
• Helping personal and corporate clients manage their finances in the most tax efficient manner
• Helping to plan financially for the future, whether that be retirement or estate planning
• Protecting individuals, families, business owners and their employees financially
• Advising and arranging Residential,Buy to Let & Lifetime Mortgages
I am passionate about working with people in a face to face environment to plan and implement strategies to achieve their financial objectives.
In my spare time I enjoy spending time with my family and friends, Watching and playing Rugby as well as coaching my son's team at Worthing Rugby Club.
Your home or other property may be repossessed if you do not keep up the repayments on your mortgage.
Our services
As an Independent Financial Adviser, I assist and help my clients understand their pensions and plan for their retirement.
I provide expert advice on Inheritance Tax Planning including the use of specialist investments.
I help my clients to create, build and maintain both theirs, and their families wealth whilst ensuring they're fully protected should the worst happen.
Where to find us
Head office address: 11 brothers avenue, Worthing, Worthing, BN15 8AF
Service coverage
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:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
FCA authorised
Last authorised 14th September 2020
Similar advisers near you
Impartial professional advice you can rely on.. Call us to find out. <phone number hidden>
Martin O'Brien's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
Legal information
While unbiased.co.uk endeavours to verify the information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.