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Matthew Bond
Chartered Financial Planner
  Direct: 01883 332262
  Office: 01883 332261

Matthew is a Chartered Financial Planner and a member of the Personal Finance Society, the UK’s professional body for financial advisers. This represents his commitment to high standards in knowledge, professional development and ethical behaviour.

Matthew joined us in March 2016 and has over 20 years experience within the financial services industry, working for both product providers and adviser firms. Matthew deals with a broad range of clients, with a focus on saving for and at retirement.

Matthew lives in Purley and enjoys spending time with his two children, as well as going to the football and is seen (fairly!) regularly at the gym.


Advanced Diploma in Financial Planning (Chartered)

CII J02 – Trusts

CII J04 – Pension Funding

CII J05 – Pension Income Options

CII J06 – Investment Principles, Markets and Environment

CII J08 – Financial Planning Practice

CII R03 – Personal Taxation

CII R08 – Pensions Update

CII AF1 – Personal Tax Trust and Planning

CII AF3 – Pension Planning

CII AF5 – Financial Planning Process

CII G10 – Pensions