About us

About us


Matthew Slessor Wealth Management is an owner-managed business.

Matthew Slessor holds the distinction of having both chartered and the fellow of the Personal Financial Society FPFS qualifications which is the very highest designation awarded by the PFS.

Being both Chartered and a Fellow of the Chartered Insurance Institute is the Gold Standard when it comes to qualifications and trust in financial services.

Offering independent, unbiased and unrestricted financial advice means we provide advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the entire range of investment, pension and life products available in the financial marketplace which may be suitable for you.


Experienced, Qualified, Proven & Professional

From the outset, we aim to gain a full and clear understanding of your circumstances, future plans and ambitions. We then work with you to provide a solution to your financial needs that you understand and are comfortable with.

Our reputation is built on trust and integrity over many years, building on long term relationships that last. We use modern methods along with a commitment to deliver the best independent and unbiased financial advice possible. It is our focus on your values and understanding what is truly important to you that results in a willingness of our clients to continually recommend our services to family, friends and colleagues.


Our Services

Our Services

Inheritance Tax

Inheritance Tax is often known as the ‘voluntary tax’ as there are a number of ways to mitigate it.

Despite this claim, the reality is not so simple, after all, who gives all their money away these days?

Retirement Planning

Reaching your financial goals before retirement.
Rather than simply asking our clients how much would you need to retire and at what age, we prefer to ask our clients to visualise their own retirement.

Savings & Investments

It’s normal to want as much return as possible from our savings and investments. As with everything, the opportunities for the highest return naturally come with a larger risk factor.


Protection often comes second when we think about our financial needs. Your income is usually your biggest asset and if you and your family are reliant upon your own ability to earn money to fulfil your financial commitments, then a long term illness or disability could be devastating.

The Advice Journey

The Advice Journey


Initial consultation at our own cost where we will discuss your objectives and plans for the future. At this stage we will gather basic information from you and establish exactly where we can help. You will find out about how we work and have the opportunity to ask questions to decide if you would like to work together.


This is where I will present you with your personalised financial plan tailored to the achievement of your personal goals including sophisticated forecasts to get a glimpse how the future may look. Relevant tax planning and your personal investment recommendation will also be discussed and all of my advice will be detailed in a suitability report for you.


The point where we are actioning the financial plan. This includes applying to product providers, arranging transfers, the sale and purchase of investments, completing documentation and the processing of applications.

Ongoing service

To ensure the advice remains suitable you will receive an ongoing service which will include;

  • Annual meeting to review your financial plan taking into account performance, market updates, tax changes and legislative changes that impact you
  • Annual cashflow forecasting to track your plans progress each year
  • Ongoing membership to a state of the art client portal to track your accounts
  • Ongoing access to your financial adviser
  • Regular updates and newsletters
start your journey