The right financial guidance can change the course of your life. At Momentum Wealth, we combine deep expertise with genuine empathy to help you take control of your money and build the future you deserve.
We don’t just look at the numbers – we look at the life you want and do everything we can to get you there.
Hello, I’m Matt – your personal guide to smarter financial decisions that give you the opportunity to enjoy the life you’ve worked so hard for.
I created Momentum Wealth to give people a better kind of financial planning – one that cuts out the guesswork and puts their life goals at the centre. Too much advice in this industry is based on copy-and-paste plans, finger-in-the-air strategies or providers chasing their own bottom line. I think you deserve more than that.
My approach is simple – independent, evidence-based and data-driven strategies delivered with a personal focus. That means every plan is built around what you want from life – not what works for somebody else.
When you work with me, you get a true partner in your corner. You get someone who takes the weight off your shoulders, manages every little detail and genuinely cares about the financial future of you and your loved ones.
More than anything, I manage your money like it’s my own.
We believe great financial advice should be clear and straightforward. That’s why our fees are simple…
Fixed Fee For Initial Advice & Setup *
Annual Charge For Advice & Management *
This covers everything – full implementation, ongoing tax planning, regular reviews and active portfolio monitoring. We stand behind our work – so we also offer a money-back guarantee. If you don’t feel you’ve received value from our initial advice, we’ll refund your fee!
* Where possible, financial adviser fees can be paid directly from your pension. This can be more tax-efficient than paying from personal funds – as pension withdrawals to cover these costs are not subject to income tax or National Insurance.
Years of Experience
Satisfied Clients
5* Google Reviews
