Matthew Bond

Chartered Financial Planner
Matthew Bond

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 later life planning, this being on and at retirement.  Matthew is also one of our long term care specialists and is SOLLA accredited which further demonstrates his commitment to this market.

Matthew lives in South Croydon and enjoys spending time with his two children and spends most of his time running them around! He enjoys watching football and is a season ticket holder at Crystal Palace.  He can also be seen fairly regularly running the pavements of South Croydon!

To read Matthew’s written pieces online, click here.

Qualifications
  • FPFS – Fellow, Personal Finance Society
    AFPC – Advanced Financial Planning Certificate
    Chartered Financial Planner
    Award in Long Term Care
  • CII CF1 – UK Financial Services, Regulation & Ethics
  • CII  CF3 – Financial Protection
  • CII CF4 – Retirement Planning
  • CII CF5 – Integrated Financial Planning
  • CII CF6 – Certificate in Mortgage Advice
  • CII CF8 – Long-term care insurance
  • CII ER1- Equity Release
  • CII FP1 – Financial Services and their Regulation
  • CII FP2 – Protection, Savings and Investment Products
  • CI FP3 – Identifying & Satisfying Client Needs
  • 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

Are you ready to make informed decisions about your money?