Our Company

Our Company

MATTHEW SLESSOR WEALTH MANAGEMENT

Our Company

Matthew Slessor Wealth Management was established in 2022 and built on the need to be able to give clients a high calibre, impartial and clear advice, backed by superior levels of personal service. We put the client at the heart of everything we do.

Finding the right adviser is about trust as well as having the right skills to do the job, and we take the trust placed in us very seriously.

We feel that there should be no restrictions or conflicts when providing advice to our clients.

Are financial advisers all the same? Not so, some are Restricted which means they have a limited tool kit, some are Independent, which is acknowledged as being the pinnacle of advice.

Matthew Slessor Wealth Management provides Independent Financial Advice.

Named after its founder, Matthew Slessor has worked for 32 years at both Restricted and Independent firms, so has seen both sides of the advisory offering, Matthew himself has individual chartered financial status.

Yes, Independent is better.

Experienced

Matt has over 26 years financial services experience in providing Financial Advice to clients both locally and across the UK.

Qualified

The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals. 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.

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Proven

Matthew has a proven track record in providing sound financial advice to hundreds of clients over the last 26 years, so much so they have provided testimonials on the VouchedFor website to share their experience.

Reviews and Ratings for Financial adviser Matthew Slessor, Carlisle

Professional

Matthew provides a professional approach to financial planning, undertaking a genuinely empathetic interest in your personal concerns in order to achieve your objectives along the way.

MATTHEW SLESSOR WEALTH MANAGEMENT

Independent Financial Advice

We are completely committed to providing our clients with totally independent and unbiased financial advice for life. In practice, this means transparent charges, tax-efficient fee based solutions, and above all, never allowing provider incentive to cloud our judgement during the advice process.

We offer advice on an ‘Independent’ basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you.

MATTHEW SLESSOR WEALTH MANAGEMENT

What is a Chartered Financial Planner?

Chartered status is an aspiration all financial advisers strive to achieve and demonstrates that Matthew is committed to the highest levels of technical knowledge and understanding through professional examinations, while keeping up to date with changes in the industry and regulations through maintaining his Continuing Professional Development.

Chartered Financial Planner status is the ultimate symbol of professionalism.

The title is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services and applies only to appropriately qualified CII members who are providing financial planning advice or related activities, to individuals or corporate entities.

Fellowship is awarded to those planners who have gone above and beyond the Chartered requirements, and is provided to those who have attained a minimum level of qualification set out by the CII.