Matthew Sulley - Financial Adviser

I have over 12 years experience dealing with the financial planning needs of clients in Wales and the surrounding area and during this time I’ve been helping individuals and families reach their financial goals. Because of this I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. The most important thing for me when providing financial advice is to listen and get a clear understanding of what my client is looking to achieve as I recognise that everyone’s personal situations are unique.

I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

It is my belief that we all cherish our own lifestyle whatever that may be and good financial planning is about protecting and maintaining that lifestyle whatever cards life deals you.

Managing your wealth can be complex and time-consuming. I can help simplify your life by addressing important aspects of your financial well being from investments and insurance to pensions.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

 

Areas Served

  • London
  • South West England
  • East Wales
  • South Wales
  • West Wales

Matthew Sulley - Financial Adviser

Matthew Sulley - Financial Adviser

I have over 12 years experience dealing with the financial planning needs of clients in Wales and the surrounding area and during this time I’ve been helping individuals and families reach their financial goals. Because of this I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. The most important thing for me when providing financial advice is to listen and get a clear understanding of what my client is looking to achieve as I recognise that everyone’s personal situations are unique.

I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

It is my belief that we all cherish our own lifestyle whatever that may be and good financial planning is about protecting and maintaining that lifestyle whatever cards life deals you.

Managing your wealth can be complex and time-consuming. I can help simplify your life by addressing important aspects of your financial well being from investments and insurance to pensions.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

 

Areas Served

  • London
  • South West England
  • East Wales
  • South Wales
  • West Wales

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Matthew Sulley - Financial Adviser

"We have worked with Matthew for 3 years and have always found him to be honest, approachable with a strong commercial awareness. He has provided us with clear advice and guidance and ensures that information is easily accessible and not too technical. A pleasure to work with and highly recommended."

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