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Matthew Ebblewhite DipPFS
Foundation Team Adviser
I have worked in financial services since 2022. After spending 10 years in hospitality, I then took two years out to travel around Australia and Asia, which gave me a fresh perspective on life, money and what people really value. When I returned to the UK, I joined a wealth management firm working as a Pension Administrator, I then passed my Financial Planning exams and I’ve been helping clients plan for their futures ever since.
I enjoy taking the complexity out of finance and I’m passionate about explaining technical concepts and jargon in a clear, down to earth way. I like to focus on building genuine relationships, listening carefully to what really matters to clients and helping them feel confident in the decisions they are making.
Outside of work, I enjoy travelling and exploring new places, as well as relaxing with a good film or TV series.
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
