Matt Lawrie — Financial Adviser 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
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
- Estate Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Chartered Certified Accountant (ACCA) Member of the ACCA UK Financial Services Sector Panel
Regulation
Matt Lawrie is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Matt Lawrie an FCA-regulated financial adviser?
Yes. Matt Lawrie is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Matt Lawrie offer?
Matt Lawrie offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Matt Lawrie?
Fees vary depending on the service, the complexity of your situation and the assets involved. Matt Lawrie will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Matt Lawrie is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Matt Lawrie?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Matt Lawrie directly through the contact form.
Does Matt Lawrie work with clients outside Leicester?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Matt Lawrie is based in Leicester but you can confirm preferred meeting locations and video options when you book your initial call.