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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Matthew Colman - FPFS

Matt began his career in financial services upon leaving school in 1987. He qualified as a Financial Adviser, joining Hargreaves Lansdown in 2004. Matt has since achieved Chartered status with the Chartered Insurance Institute (CII) and became a Fellow of the Personal Finance Society (PFS).

FCA reference number: MBC00012

Matthew Colman

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Fellow, Personal Finance Society
  • G10 Taxation and Trusts
  • CF8 Long Term Care
  • AF3 Pension planning
  • G20 Personal Investment Planning
  • AF4 – Investment Planning

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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