Carlisle Based Financial Advisor Looks To Shake Up Wealth Management

A Carlisle-based financial advisor is hoping to offer a fresh approach to wealth management with a bespoke service.

For the last 30 years, Matthew Slessor has honed his skills, learning all the different ways he can help people, gaining not only experience but qualifications leading to him to become a Chartered Financial Planner and Fellow of the Chartered Insurance Institute.

Now, he has launched his own family business he plans to champion the way fees are paid on larger portfolios and also improve the service he provides, by spending more quality time with his clients so they get real value for money.

In most cases, people pay an annual percentage to the company that works for them however Matthew suggests that paying fixed fees is a better alternative to the way it’s always been done, resulting in better returns.

Looking to stand out from the crowd, Matthew is planning to shake up financial advisor services by charging annual fixed fees rather than the standard practice of taking a percentage from investments or pensions.

Free from the restraints of working as a restricted advisor, who are tied to a single or various providers, Matthew Slessor wants to change the way wealth management works and find the best independent solution for each individual client.

Matt said: “I have been in financial services since I left school, first at a bank where I took my first steps into the trade, and then at an accountancy practice.

“Now, 30 years on I want to use all that knowledge and experience to improve client outcomes on my own terms.

“I want to be able to offer an exclusive service and dedicate myself to the client and their family.

“Having more time and being able to find the right deal from any provider helps me to put the client and their unique requirements at the heart of the process.

“I’m independent, fair and transparent and I can help clients really transform and improve the returns on their money.”

Matt is a caring family man with three daughters and a grand-daughter who wants to bring the compassion and care to his clients, by helping them understand complex financial products and problems to improve their situation.

For him, his family business will ensure clients make the right decisions and enable him to look after their finances long in the future.