Local Face-to-Face Financial Advice in Knaresborough
07940 984584 Schedule a Free Callback
Local Face-to-Face Financial Advice in Knaresborough
07940 984584 Schedule a Free Callback
I’m Matt Leadley, an Independent Financial Advisor providing face-to-face financial advice in Knaresborough and the surrounding areas.
With more than a decade of experience in financial services, I have built strong knowledge across various areas of financial planning.
I specialise in pensions, retirement planning, and investment advice, helping clients put strategies in place to support their long-term financial wellbeing.
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1. Initial Consultations – We’ll meet to discuss your current financial situation and future goals. This allows me to fully understand your needs and provide the advice to help you achieve them.
2. A Clear Financial Plan – Once I have a good picture of your current financial situation and objectives I will create a plan for you and explain clearly how this plan meets your objectives.
3. Reviewing The Plan – We will meet up every year to review any changes in your circumstances and goals and to ensure your financial plan remains aligned with what you want to achieve.
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Planning for retirement is a key stage in life, and receiving the right pension advice in Knaresborough can help you feel in control of your future. As an independent financial advisor, I guide clients through their pension options, whether that means reviewing existing schemes, setting up a private plan, or combining multiple pensions into one.
I keep things simple, explaining everything in clear terms so my clients understand how much they may need and how to grow their retirement savings. With the right advice, they can enjoy peace of mind, knowing their future is financially secure.
Thinking ahead to retirement can sometimes feel like a challenge, but having a structured plan makes all the difference. As an independent financial advisor offering retirement planning in Knaresborough, I work closely with clients to create a plan tailored to their lifestyle and long-term aspirations.
Whether they are nearing retirement or just starting to plan ahead, I provide clear advice on pensions, savings, and investments. The aim is to help them feel confident that they are making the right choices for a stable and enjoyable future.
Knowing how to grow your savings and make the right financial decisions can feel overwhelming. As an independent financial advisor offering investment advice in Knaresborough, I help clients find the right opportunities to match their financial circumstances and future goals.
Whether they want to build their savings, prepare for retirement, or spread their investments across different options, I provide practical, easy-to-follow advice. With the right investment approach, they can feel assured that their money is working for them.
Helpful Guides
Every client has different financial priorities, which is why I take the time to understand what matters most to you.
By tailoring my advice to your personal situation, I ensure that your financial plan fits your lifestyle and long-term ambitions.
I provide face-to-face independent financial advice in Knaresborough and the surrounding areas.
Understanding pensions does not have to be complicated.
My role is to simplify the process and provide reassurance that your financial future is in safe hands.
By working with me, you can be confident that your pension is being managed by an independent advisor who prioritises your best interests.
A good retirement plan should be reviewed regularly.
I check in with my clients to make sure their financial strategy is still working for them, adjusting where necessary to keep everything moving in the right direction.
My goal is to ensure you are financially prepared when the time comes to retire.
Sorting out financial matters can take up valuable time, but I handle everything on your behalf.
From finding the best financial options to managing the paperwork, I take care of the details so you can focus on what is important, knowing your finances are in good hands.
Financial planning is not just about today, it is about ensuring your future remains secure. If your circumstances change, I am always available to help. With ongoing support and regular reviews, I ensure your pension and investment plans continue to suit your evolving needs.
My business grows through recommendations, so if you have found my advice helpful, sharing my details with family and friends is always appreciated.
Your financial security is my priority. As a fully regulated financial advisor, I follow the strict guidelines set by the Financial Conduct Authority (FCA), meaning you are fully protected.
I always act in your best interests, providing advice that is reliable, transparent, and designed around you.
If you ever have concerns about my service, you are also covered by the Financial Services Compensation Scheme (FSCS).
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
UK Financial Planning Limited is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
UK Financial Planning Limited is registered in England and Wales, company number: 15000141, registered office address: 28 Williamsfield Road, Cranswick, Driffield YO25 9BH.
UK Financial Planning Ltd – All Rights Reserved © Copyright 2025 | Privacy Policy | Cookie Policy
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
UK Financial Planning Limited is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
UK Financial Planning Limited is registered in England and Wales, company number: 15000141, registered office address: 28 Williamsfield Road, Cranswick, Driffield YO25 9BH.
UK Financial Planning Ltd – All Rights Reserved © Copyright 2025 | Privacy Policy | Cookie Policy
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