Matthew Bond — Independent Financial Advisor in Caterham
About Matthew Bond
Matthew Bond is a Chartered Financial Planner and a member of the Personal Finance Society, the UK’s professional body for financial advisers. He is known for his commitment to high standards in knowledge, professional development and ethical behaviour. Matthew has over 20 years experience within the financial services industry, working for both product providers and adviser firms; he joined the Wingate Financial Planning team in 2016. He deals with a broad range of clients, with a focus on later life planning, both on and at retirement. He is also one of Wingate Financial Planning's long-term care specialists and is accredited with the Society of Later Life Advisers (SOLLA). Outside of work, Matthew enjoys watching football and is a season ticket holder at Crystal Palace. He can also be seen fairly regularly running the pavements of South Croydon, where he lives with his family.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Later Life Advice
- Investment Management
- Inheritance Tax Planning
- Trust Planning
- Holistic Financial Planning
- Pension Transfer Specialist
Qualifications
FPFS – Fellow, Personal Finance Society AFPC – Advanced Financial Planning Certificate Chartered Financial Planner Award in Long Term Care CII CF1 – UK Financial Services, Regulation & Ethics CII CF3 – Financial Protection CII CF4 – Retirement Planning CII CF5 – Integrated Financial Planning CII CF6 – Certificate in Mortgage Advice CII CF8 – Long-term care insurance CII ER1- Equity Release CII FP1 – Financial Services and their Regulation CII FP2 – Protection, Savings and Investment Products CI FP3 – Identifying & Satisfying Client Needs CII J02 – Trusts CII J04 – Pension Funding CII J05 – Pension Income Options CII J06 – Investment Principles, Markets and Environment CII J08 – Financial Planning Practice CII R03 – Personal Taxation CII R08 – Pensions Update CII AF1 – Personal Tax Trust and Planning CII AF3 – Pension Planning CII AF5 – Financial Planning Process CII G10 – Pensions
Regulation
Matthew Bond is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Matthew Bond a regulated financial advisor?
Yes. Matthew Bond is FCA-verified and authorised under Wingate Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Matthew Bond offer?
Matthew Bond offers Retirement planning.
Where is Matthew Bond based?
Matthew Bond is an independent financial advisor based in Caterham, serving the RH, TN, SW, BR, CR, KT, BN, GU postal areas.
Does Matthew Bond offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Matthew Bond directly through their Trusted Advisor profile.
What qualifications does Matthew Bond hold?
FPFS – Fellow, Personal Finance Society AFPC – Advanced Financial Planning Certificate Chartered Financial Planner Award in Long Term Care CII CF1 – UK Financial Services, Regulation & Ethics CII CF3 – Financial Protection CII CF4 – Retirement Planning CII CF5 – Integrated Financial Planning CII CF6 – Certificate in Mortgage Advice CII CF8 – Long-term care insurance CII ER1- Equity Release CII FP1 – Financial Services and their Regulation CII FP2 – Protection, Savings and Investment Products CI
How do I book a meeting with Matthew Bond?
You can book a free initial consultation with Matthew Bond directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.