Matthew Bond

Chartered Financial Planner

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