Matthew Coulson DipPFS
Senior Financial Consultant
1 Ashley Avenue
Mobile: 07742 403891
Tel: 01372 822888
Matthew has been providing financial advice since 1986.
In addition to the minimum standard financial planning qualifications, Matthew has achieved the Personal Tax (J01), Investment & Risk (CF2), Mortgage Advice (CF6) and Lifetime Mortgage Activities (CF7) qualifications with the Chartered Insurance Institute (CII).
Matthew has an excellent business relationship built up over many years with his clients. He also welcomes new clients. Matthew will make his recommendations after assessing his client's financial needs and researching the market for a tailor made solution. He advises a wide range of clients including private individuals and businesses offering financial planning in the areas of Investment, Mortgage, Protection and Retirement Planning.
Your property may be repossessed if you do not keep up repayments on your mortgage.
Our fee for mortgage advice is £175 per hour. We find it will typically takes us 5 hours to arrange a mortgage, which would mean a total fee of £875. It could be more or less than this, depending on your individual circumstances, or we can accept commission from the lender.
You can have a free initial consultation. There's no fee, no catch and no obligation on your part.