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Reviews and Ratings for Financial adviser Matt Campbell, London
meet Matt

Matt Campbell

Founder and Independent Financial Adviser
phone 0208 058 7150
whatsapp Talk to Matt

At work

Matt studied law at The University of Nottingham before spending the first decade of his career with one of the Big Four banks. He began in corporate banking, managing relationships with some of the bank’s largest and most complex clients, before moving into wealth management.

This background gives him a strong understanding of the realities of running a business and the pressures faced by high-earning professionals. He now works predominantly with these clients, as well as those approaching or already in retirement.

Important information

fca register qualifications

Qualifications

  • Certificate in Mortgage Advice and Practice (CeMAP)
    This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.
  • Diploma in Lending Skills
    A professional qualification awarded by the Chartered Banker Institute, reflecting advanced knowledge of lending practices and responsible banking. The programme develops a deep understanding of credit risk, client assessment, and ethical decision-making, supporting well-informed financial recommendations.
  • Diploma for Financial Advisers (DipFA)
    This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.
  • LLB (Hons) in Law, The University of Nottingham
    An undergraduate degree providing a strong foundation in legal principles, critical thinking, and analytical skills. This background supports a structured and considered approach to financial planning, particularly in areas involving regulation, taxation, and complex client circumstances.
statement of professional standing
Running
Holidays

Behind the scenes

Matt’s love of travel and photography has led to a keen interest in wildlife photography. Recent trips have included seeing tigers in India, just about everything in the Galapagos Islands, and scuba diving with manta rays in the Maldives.

Closer to home, Matt is a season ticket holder at Harlequins.

In 2016, he completed the Budapest Marathon – and never intends to do one again!

In the spotlight

Proudest moment as a financial adviser?

Working with a client on their long-term plan to leave their city role to lead a less stressful and more fulfilling life.

Seeing it come to fruition was incredibly rewarding.

Three things you love most about your job?

Helping clients map out their goals and seeing them achieve them.

Meeting new people and understanding what makes them tick.

It’s a privilege to be a trusted adviser to generations of families.

Three things that draw you to new people?

Kindness, modesty, and the ability to not take things too seriously.

Favourite holiday destination?

Anywhere in South East Asia. I have spent a lot of time there and love the people, culture and food.

People you enjoy working with?

People who have lacked the knowledge or confidence to invest. Putting a plan in place and seeing them achieve their goals is incredibly rewarding.

Three small things that make your day better?

A cup of tea in bed, listening to a history podcast, and going to a gym class.

Pet peeve?

People taking videos with their phones rather than enjoying experiences.

Best gift you’ve ever received?

My nieces and nephews.

Three things on your bucket list?

Diving with whale sharks, visiting Central America, and obtaining a sommelier qualification.

Insights and inspiration

Guaranteed to take your financial knowledge to the next level.

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Matt Campbell
13 April 26

Turning wealth into happiness: Why a plan makes a ...

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically...

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Matt Campbell
13 April 26

Why business owners could benefit from working wit...

When you’re running a business, it can be easy to neglect...

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Matt Campbell
13 April 26

How cashflow modelling can act as an early warning...

Financial shocks can have a devastating effect on your short- and...

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Ready to take the next step?

It all begins with that first conversation.

    phone 0208 058 7150
    whatsapp Talk to Matt