Matt Lawrie — Financial Advisor in Leicester
About Matt Lawrie
Matt Lawrie is a Wealth Management Consultant at Mattioli Woods, where he helps business owners, high-net-worth individuals and professionals solve complex financial planning challenges so they can retire on their own terms, with confidence. His work spans investment and tax planning through to retirement and estate planning — cutting through complexity to build tailored strategies and act as a trusted partner at every stage of the journey. Matt's background gives him a strong technical foundation. He studied Accounting and Finance at Newcastle University and went on to qualify as a Chartered Certified Accountant with the ACCA, knowledge that underpins everything he does — though it is the relationships he builds with clients that he values most. His path wasn't entirely straightforward: an early experience leaving a sales role he no longer believed in sharpened a lasting determination to only ever do work he truly stands behind. He believes good advice starts not with products or projections, but with the right questions — and the most common thing he hears from new clients is that nobody has ever asked them those questions before. He has sat with clients fixed on reaching a particular pension figure, only for them to realise, once they had worked through the numbers together, that they needed far less than they assumed. For Matt, good advice means understanding what someone actually needs, not what they think they should want. What sets Matt apart is his long-term horizon. With more than thirty years of his career ahead of him, he expects to be there for the rest of a client's financial life — and is already in conversation with clients' adult children, helping the next generation build the right habits early. For him, this isn't just planning for an individual; it's planning for a family. He also sits on the ACCA UK Financial Services Sector Panel. Outside of work, golf remains a big part of his life, and he is a committed, ever-hopeful Arsenal fan.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
Qualifications
Matt is a qualified Chartered Certified Accountant, holding the ACCA qualification from the Association of Chartered Certified Accountants. He also holds the Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute, the benchmark qualification for regulated financial advisers in the UK. He holds a BA in Accounting and Finance from Newcastle University, and is a member of the ACCA UK Financial Services Sector Panel.
Fees
Matt offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
Regulation
Matt Lawrie is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Matt Lawrie a regulated financial advisor?
Yes. Matt Lawrie is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Matt Lawrie offer?
Matt Lawrie offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Matt Lawrie based?
Matt Lawrie is a financial advisor based in Leicester, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
How does Matt Lawrie charge for financial advice?
Matt offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
What qualifications does Matt Lawrie hold?
Matt is a qualified Chartered Certified Accountant, holding the ACCA qualification from the Association of Chartered Certified Accountants. He also holds the Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute, the benchmark qualification for regulated financial advisers in the UK. He holds a BA in Accounting and Finance from Newcastle University, and is a member of the ACCA UK Financial Services Sector Panel.
How do I book a meeting with Matt Lawrie?
You can book a free initial consultation with Matt Lawrie directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.