Matthew Sulley Dip CII, Cert CII (MP)
Independent Financial Adviser
About me
I started in the industry in 2006 and am able to provide fully independent, impartial advice from the whole of the marketplace. This enables me to offer my clients the widest range of products, services and solutions that can help them achieve their financial goals and objectives.
My approach to financial advice has always been to put the client first, allowing me to provide the very best experience to all. I use my expertise and knowledge to offer a personalised and friendly advice service, that will be unique to individual circumstances and future goals. My emphasis is on maintaining long term relationships with my clients and to provide them with a source of trusted advice as their needs continue to evolve over time.
I specialise in providing advice on retirement, investment and Inheritance Tax planning. I also offer mortgages and protection planning for personal and business clients alike.
Outside of helping my clients, I am a keen user of the gym, really enjoy playing golf and most importantly, spending time with my family.
Location
Wales and the West