Restricted - Whole of Market
37a Church Street, Weybridge, KT13 8DG
First meeting at adviser's own cost
I understand that everyone feels differently about their money and what they want to achieve with it and why. I take the time to understand those emotions and help clients make the right financial decisions for themselves and their families
My pension plan was due to mature and needed advice on options available.
During an initial discussion Mathew looked to establish what my requirements and financial objectives where and explore ways in which would help achieve them. I was looking for advice re releasing lump sum from pension, investing remaining funds and seeing what my future financial security may look like.
Having established this he made recommendationtions based on my personal situation on how I could achieve this. Matthew took time to explain everything in ‘layman’s’ terms and went through all details easily understood with the aid of an excellent visual laptop presentation.
I am currently in the early stages of the process discussed with Matthew and happy with how things are set up to cover the future.
Kevin Steel, Cambridgeshire
So far, I have had an introductory meeting with Matt and was very impressed with how he took the time to ensure that I understood the important principles around IHT and Trust-based planning. I sought Matt’s advise, in large part, because of his many years of experience in a range of senior roles in national/international investment management companies I feel that this adds a unique angle to enable him to provide highly qualified and broadly based personal advise. Matt’s demeanour is that of a professional there to walk you through what YOU want, nothing more, nothing less.
Grant Prentice, Berkshire
As we could not find a way to access one of my pensions, we decided to seek help. I was wary at first about asking a financial advisor at first, as you see such horror stories all over the press, but Matt put me at ease, and we decided to go with most of his advice. My wife and I have quite a few small pensions and Matt organised all of them and worked out a pension income for each of us and advised the most economical way to use them. We were surprised to find we had a larger pension than we thought we had. We had concerns about the impact Brexit might have on our pensions so Matt explained the safest way to protect our pensions / pension income. Matt offered us some tax free investments, but as we are naturally cautious, left us with the information and said we could discuss it at another time. At no time did we feel pressured, either by his pensions or investments advice.
Kevin & Bronise McNeill, Suffolk
My name is Matthew Hogan and I am a certified financial planner with Unique Wealth, part of the Unique Financial Planning group. We are based in Weybridge, Surrey. I have many years experience working within financial services for investment and wealth management companies, including Fidelity International, Charles Stanley and Vanguard.
By asking the right questions and genuinely listening to your responses, we use our knowledge of investments to give expert advice. This can help you simplify your financial lives and to identify and achieve your goals. We help you to eliminate the noise of the markets and remove emotion from the financial decision making process.
Where to find us
Head office address: 37a Church Street, Weybridge, KT13 8DG
Unique Wealth is a trading name of Unique Financial Planning Limited. Unique Financial Planning Ltd is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. If you wish to view the Openwork disclaimer, please click here.
Based in Guildford as an IFA, I specialize in bespoke advice on Mortgages and Equity Release, Life, Critical Illness and Income Protection assurance Pensions/direct benefit ,Investments, Inheritance Tax and Trust Planning and Long Term Care Planning,
Providing experienced financial advice remotely - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
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