Tel: 01746 712 900 | 

About Us

Gary Matthews 450x450

Gary Matthews, FPFS

Chartered Financial Planner

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Kolbe A™ Index Number is 7627.

Personal Motto: Anything worth doing, is worth doing well.

Perfect Saturday Afternoon: : “Watching Shrewsbury Town win - so my perfect Saturday afternoons don’t happen that often!”

His professional life commenced in 1986 with one of the ‘Big Four’ UK Banks. He went on to qualify as a Chartered Banker and an Associate of the Chartered Institute of Bankers in Scotland in August 1993. After a successful career within the banking sector, he took up a position with a national firm of wealth managers and qualified as an authorised investment adviser in 2003.

Gary viewed being ‘Chartered’ as the hallmark to aspire to in his new chosen profession and worked hard to qualify as a Chartered Financial Planner in 2007 and was later admitted as a Fellow of the Personal Finance Society (FPFS) in 2011. He also a fully qualified Pension Transfer Specialist, holding the Advanced Diploma qualifications in Pensions and Pension Drawdown; and one of only a handful of pension specialists to have achieved a distinction in the Advanced Pensions Diploma.

Despite the fact that Gary is one of the highest qualified chartered financial planners in the UK, continuing professional development remains high on his agenda having achieved the Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services (Trusts and Estate Planning) and, more recently, the STEP Advanced Certificate in the Administration of Estates.

His Unique Ability® is: “Getting results by applying the highest standards of professionalism; the hallmarks of his work are his self-disciplined manner, effective organisational skills and excellent attention to detail.”

PDF Downloads

Statement of Professional Standing

Gary Matthews Pen Portrait

Award winning independent financial advice you can trust.


FVC logo 3     Pension Transfer Gold Standard logo 2021    cda2


RQ Certified

RQ have developed a tech enabled due dilligence rating system that objectively assesses the quality and credibility of Financial planning firms. 


Matrix Capital Ltd
Little Hudwick
WV16 6TG

Tel: 01746 712 900
Fax: 01746 712 901

Privacy & Cookie Policy

Twitter Feed

Keep updated