Matthew Bond — Independent Financial Adviser 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
- Pension Planning
- Tax Planning
Qualifications
Fellow of the Personal Finance Society (PFS) Advanced Financial Planning Certificate (CII) Award in Long Term Care (CII) Chartered Financial Planner
Regulation
Matthew Bond is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Matthew Bond an FCA-regulated financial adviser?
Yes. Matthew Bond 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 Matthew Bond offer?
Matthew Bond offers Retirement 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 Matthew Bond?
Fees vary depending on the service, the complexity of your situation and the assets involved. Matthew Bond 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?
Matthew Bond 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 Matthew Bond?
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 Matthew Bond directly through the contact form.
Does Matthew Bond work with clients outside Caterham?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Matthew Bond is based in Caterham but you can confirm preferred meeting locations and video options when you book your initial call.