Matt Sheach — Independent Financial Adviser in St Albans
About Matt Sheach
Matt Sheach is a Financial Adviser who helps clients plan confidently for their future, with a particular focus on helping people reach financial independence and enjoy retirement sooner. Since entering financial services in 2021, Matt has focused on building clear, practical financial plans that help clients understand their options and make informed decisions about their long-term goals. He works closely with individuals and families to structure pensions, investments and retirement plans in a way that supports the lifestyle they want to achieve. What Matt enjoys most about his role is seeing the real impact that thoughtful financial planning can have on people’s lives — particularly when clients are able to step back from work earlier than expected or feel confident enough to fully enjoy their retirement. Outside of work, Matt enjoys travelling and has a particular interest in Mediterranean destinations, where he likes to spend time exploring historical sites during the day and experiencing the local food and culture in the evenings. In contrast to his professional life, he also embraces his nerdy side and is a keen fan of board games.
Services
- Retirement planning
- IHT planning
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Matt Sheach is FCA-verified (firm: Lumin Wealth).
Frequently Asked Questions
Is Matt Sheach an FCA-regulated financial adviser?
Yes. Matt Sheach 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 Sheach offer?
Matt Sheach offers Retirement planning, IHT planning. 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 Sheach?
Fees vary depending on the service, the complexity of your situation and the assets involved. Matt Sheach 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 Sheach 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 Sheach?
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 Sheach directly through the contact form.
Does Matt Sheach work with clients outside St Albans?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Matt Sheach is based in St Albans but you can confirm preferred meeting locations and video options when you book your initial call.