Our Philosophy

Matthews Financial delivers a new kind of advisory service within the financial consultancy sector. First identifying clients’ medium and longer term plans and intentions, the company develops and delivers long term financial goal-plans.

A successful financial strategy must recognise and exploit all available options, seeking to maximising the advantages and minimising the restrictions of all that is available, in whatever tax or legislative regime, to meet the required results. Only by achieving a fully integrated and holistic approach can a successful, flexible and adaptable strategy be developed to meet long term goals whilst protecting against short term unexpected eventualities.

Tax avoidance, mitigation, deferral and sheltering are core objectives and tools within this framework.

The principals have over 30 years combined experience in financial consultancy gained within the independent sector. Advisory staff are expected to demonstrate a minimum of 10 years relevant experience, and a commitment to continuing professional development evidenced by formal study and recognised professional qualifications.