Welcome, my name is Matthew Tumbridge
I am an Independent Financial Adviser specialising in investments.
Whether you are about to start investing for the first time, or are an experienced investor looking for better returns, you are welcome to book a no-obligation conversation with me.
I believe that in most cases, the answer is to invest it in the great companies of the world via a diversified investment portfolio. Done right, this can be low risk and achieve returns of 10 - 20% per year on average.
But for sums of money like this, you must seek advice, and make decisions based on your personal circumstances.
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
We wanted to invest some of our £150,000 pension lump sum. Matthew designed a portfolio that is clearly better than the ISAs we have had in the past.
We are in our 40s and have 3 children. We wanted a plan for our future, what to do with our pension, what to do with our savings. We have a clear plan now for our pensions and investments.
I was saving for buy to let. Then I found Matthew and realised investing was something I could do now and would be less risky, less stressful and just as profitable.
Average investors only achieve 8.7% returns according to J.P. Morgan, this is 8% per year less than has been possible EVERY year over the last 10 years.
£200,000 invested in an ISA 10 years ago, achieving maximum market return would be worth £1,039,963. That's £839,000 growth.
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
My investment advice will be based on detailed research and evidence, to help you understand why it will work long-term. I will talk you through every step of the plan, to make it easy to understand the art and science of successful investing:
The advice will assess the pros and cons, to reach a recommendation that covers these issues:
Defaqto research of thousands of investment funds will then be completed to build your portfolio.
If you choose to, we can offer a full implementation service which includes:
Matthew Tumbridge (MTFA) is an adviser with Julian Harris Financial Consultants, authorised & regulated by the Financial Conduct Authority. FCA Nos. 153566.
Matthew holds a Statement of Professional Standing from the London Institute of Banking and Finance.
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
If you think you may need financial advice, drop us a line and we will call or email you back as soon as we can.
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