Matthew Slessor

Chartered Financial Planner

About Matthew

For over 20 years, Matt has provided financial advice covering a wide range of areas including investment planning, Inheritance Tax planning, pension planning and protection.

A qualified Chartered Financial Planner, Matt is wholly committed to providing the best possible advice, service and support to clients and focuses upon maintaining a long-term, trusted relationship with clients.

From our blog

How to Maximise Your Pension Contributions

Last month our article on retirement planning addressed what would happen if you breached the Lifetime Allowance limit, but this isn’t the only limit set by the Government.

What happens if you breach the Lifetime Allowance limit?

Are you aware of the Lifetime Allowance on pension, and what can happen if you breach it? Matthew Slessor, Financial Planning Consultant, fills you in with everything you need to know to get your finances in check for the future. 

What our clients say about Matthew

I needed to review my retirement planning and Matt helped me to review my existing arrangement and advised on consolidating them for me to reach my selected retirement age. I was very happy with the solution and we catch up regularly to review it. Matt could not have done anything more.

Maria, Cumbria

I wanted to retire from full time work and was concerned about the tax implications of doing so. Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations and then produced a realistic plan to ensure my goals could be met. The outcome has met my expectations and I am now enjoying semi-retirement in the most tax efficient way possible. 

Tony, Wigton

Matthew is my parents’ financial adviser and because of their advancing years I often attended review meetings with them. Because of his kindness to them and the way he imparted information, I decided that he was someone I could trust when I had a small amount of capital to invest and when I was looking to transfer my small pension. Matt took the time to get to know my circumstances before making his recommendations to invest money in an ISA and to transfer my small pension pot to make it more accessible, given the recent changes to pension rules.  Matt always returns my calls or responds to emails which I appreciate. I think he gave me the best advice possible given my financial situation.

Alison, Gloucestershire

I was looking to retire and needed advice on my options. Matt analysed our circumstances and gave professional and timely advice. He went above and beyond our expectations and as result I have now retired with confidence following his advice and recommendations.

John, Carlilse

I needed to review my retirement planning, and Matt helped me to review my existing arrangement and advised on consolidating them for me to reach my selected retirement age. I was very happy with the solution and we catch up regularly to review it.  Matt could not have done anything more to improve the situation.

Maria, Cumbria ​

Matthew is my parents Financial Advisor and because of their advancing years I often attended review meetings with them. Because of his kindness to them and the way he imparted information I decided that he was someone I could trust when I had a small amount of capital to invest and also when I was looking to transfer my small pension.   Matt invested monies in an ISA for me and also transferred my small pension pot to make it more accessible, given the recent changes to pension rules.  Matt always returns my calls or responds to emails which I appreciate.  I think he gave me the best advice possible given my financial situation.

Alison, Gloucestershire

I wished to discuss my pension options in relation to my final salary pension scheme.  Matt obtained all the relevant information and presented this information in a way that was easily understood.

I do not think that Matt could have improved on the service he provided, and I have quite rightly remained in the scheme given my circumstances, which was the outcome I was looking for.

Sue, London

I wanted to retire from full-time work and were concerned about the tax implications of doing so.  Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations then produced a realistic plan to ensure my goals can be met.  The outcome has met my expectations, and I am now enjoying semi retirement, in the most tax efficient way possible.

Tony, Wigton

I was looking to retire and needed advice on my options. Matt analysed our circumstances and gave professional and timely advice. He went above and beyond our expectations and as result I have now retired with confidence following his advice and recommendations.

David, Carlisle

I contacted Matthew as I was starting a family and wanted to ensure if anything happened to me or my partner we would be ok while our baby was growing up.

Matthew paid close attention to what I wanted during our consultation session and also how much we could afford, and we are very happy with the service and package Matthew provided. I have, and would, recommend Matthew to my friends and colleagues and most certainly seek Matthew's assistance in the future.
 

Natalie Collier

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