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Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

All of UK - Remotely, Leicestershire, Northamptonshire, Rutland, West Midlands

Matthew Jeffery

Independent Financial Adviser

I have over 20 years of experience in financial services and I can offer advice on all areas of financial planning with my main focus on investment and retirement planning.

During my time as an IFA I have always had my client’s best interests at heart. I pride myself on getting to know my clients well to ensure that I fully understand their personal circumstances to provide a holistic service completely tailored to their needs and financial goals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

All of UK - Remotely, Leicestershire, Northamptonshire, Rutland, West Midlands

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