Maintain control of your finances during and beyond your lifetime

We are independent financial planners who are growing, protecting and preserving the wealth of individuals and business owners.

About us

Our financial planner, Matt Fleming, has worked in the profession for more than 20 years. A Chartered financial planner and a Fellow of the Personal Finance Society, Matt is well regarded in the financial services sector and valued among his peers and, most importantly, clients.

We will provide you with independent advice and help you plan for your financial future, allowing you to slow down and enjoy more time doing what you love with the people you care about the most.

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Learn more about our services

As a client, you can expect quality advice that spans a wide range of different life stages. By taking the time to get to know you, your goals, and any concerns you may have, we’ll then work together and provide you with the advice you require.

We work with individuals who are still working, time-poor business owners, and people at different retirement stages to get to where they want to be.

Find out more

See our reviews on VouchedFor

Don’t just take our word for it, read positive feedback in our clients’ own words.

Reviews and Ratings for Financial adviser Matt Fleming, Warrington

Blog

Stay updated by reading the latest news and financial insights from the team.

15 January 2024

Why general elections in 2024 could lead to volatile investment markets

15 January 2024

Fraudsters used “social engineering” to steal £580 million in the first half of 2023

15 January 2024

3 important figures to review on your payslip to manage your short- and long-term finances effectively

15 January 2024

The pros and cons of choosing a living legacy over leaving an inheritance

15 January 2024

“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029

15 January 2024

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

15 November 2023

How much life insurance will provide your family with security?

15 November 2023

Why investing could hold the key to becoming an ISA millionaire

15 November 2023

How to help your family manage your affairs when you pass away

15 November 2023

Business owners, don’t take Willy Wonka’s chance approach to succession planning

15 January 2024

Why general elections in 2024 could lead to volatile investment markets

15 January 2024

Fraudsters used “social engineering” to steal £580 million in the first half of 2023

15 January 2024

3 important figures to review on your payslip to manage your short- and long-term finances effectively

15 January 2024

The pros and cons of choosing a living legacy over leaving an inheritance

15 January 2024

“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029

15 January 2024

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

15 November 2023

How much life insurance will provide your family with security?

15 November 2023

Why investing could hold the key to becoming an ISA millionaire

15 November 2023

How to help your family manage your affairs when you pass away

15 November 2023

Business owners, don’t take Willy Wonka’s chance approach to succession planning

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