Matthew White : DipPFS CeMap

Independent Financial Adviser

Mat

About

 

Matthew White is the director of the company and is based at our head office in Sandbach, South Cheshire. He specialises in and particularly enjoys pension and investment work.

Little known fact : When away from the office, Matthew is a keen gardener who grows his own produce.

Experience

 

Matthew first joined the financial services industry in 1992. Not satisfied with his ‘rung on the ladder’, he worked his way up and in 2000 he was promoted to the role of Financial Adviser.

Since qualifying, Matthew always held the dream of being able to work for his clients and not his employers which came into reality when setting up Mat White Financial Services.

Ethos

 

Matthew is keen to help and meet the needs of all his clients. He is used to dealing with areas that take a lot of patience and a degree of ‘thinking outside of the box’.

We are not a traditional Financial Adviser practice and so Matthew often thinks of alternative methods as well as those which are tried and tested.

 

Chris Allen 2

Chris Allen: Dip Fa

Independent Financial Adviser

About

 

Chris Allen is an Independent Financial Adviser, based in South Hampshire and serving surrounding areas such as West Sussex, Surrey and London.

He works on developing holistic financial plans for clients, covering retirement planning, investments and protection needs.

Little known fact: Chris once snapped his Achilles Tendon dancing at his wife’s birthday party….it’s a long story!

Experience

 

Chris came into financial services by self-funding his Financial Adviser training after a career change from the Engineering Industry. He has since worked for a number of different advisory businesses, both on a Restricted and Independent basis and has known Matthew for over 5 years.

Chris and Matthew share similar views on how to provide best advice to clients and was delighted to join Mat White Financial Services in 2016.

 

Ethos

 

Chris is keen to help clients from many different backgrounds and with differing needs. He enjoys the fact that no two clients are the same in terms of their views and requirements.

Chris is committed to achieving desirable outcomes for all his clients and is always honoured to be trusted by them with their money.

Lisa Jones : DipPFS CeMap

Independent Financial Adviser

Lisa Jones photo 2

About

 

Lisa Jones is an Independent Financial Adviser, based on the Wirral Peninsula in Cheshire.

At present, her focus in on sourcing mortgages and protection needs for her clients.

Little known fact: Having lived by the sea all of her life, Lisa is yet to visit Hilbre Island in nearby West Kirby!

 

EMAIL LISA

Experience

 

Lisa and Mat go back a long way; for many years, in her role as Senior Financial Planning Manager, they worked alongside each other in a well-known high street bank.

Drawing upon her extensive background in and passion for financial services, joining Mat White Financial Services in 2018 is an exciting time for Lisa.

 

Ethos

 

Identifying client needs, building and developing lasting working relationships and ultimately providing a superior service experience features highly on Lisa’s agenda.