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Matthew Cole
Matthew Cole
About
Matthew is a Partner for The Private Office located in London, but also covering areas such as Luton, Chelmsford and Colchester. As an experienced Chartered Financial Planner and a member of our Family Office team, he supports a broad range of clients ranging from entrepreneurs, business owners, and city fund managers to musicians, music managers, and television personalities. He helps his clients enjoy the lifestyle that they desire with the safe knowledge that their financial independence can and has been achieved.
As an advocate of lifestyle financial planning, Matthew specialises in using financial forecasting to show clients what their wealth means both now and in the future. Building the foundations of a financial plan using cash flow modelling creates a strong base upon which a clear, bespoke and realistic financial planning strategy can be developed, enabling clients to achieve their goals and objectives. His expertise also includes inheritance tax planning, maximising tax allowances, and income protection.
Since joining TPO, Matthew has progressed quickly from working as part of the technical team through to a Partner and Adviser Manager within the business, where he provides direct support and guidance to a team of advisers. During this time he has also attained Chartered Status and has been listed in New Model Adviser’s Top 35 Next Generation Advisers for three years running. He has also provided commentary to The Telegraph in an article about private banking. As a result of the valuable support he offers his clients, Matthew has been a VouchedFor top rated adviser for the past few consecutive years.
Matthew has a number of qualifications, including a certificate in Pension Transfer Advice and an award in Long Term Care Planning, and he keeps up to date with financial planning legislation as part of his ongoing professional development.
When Matthew is not continuing his professional development, he enjoys seeing live music and watching the Exeter Chiefs Rugby Club.
Areas Of Expertise
- Business owners
- Cash flow forecasting
- Income protection
- Investment management
Qualifications
- Chartered Financial Planner
- Advance Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Award in Long Term Care Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Matthew works from our office in central London and has clients in areas such as:
Matthew Cole locations
Matthew Cole map
- Stanmore
- Bradford-on-Avon
- Christchurch
- Bicester
- Newbury
- Chepstow
- Henley
- Dunmow
- Brighton
- Sherborne
- Chelmsford
- Huntingdon
At a glance
- Chartered Financial Planner
- Named in the NMA Top 35 Advisers under 35 lists for three years running
- Published contributor in The Telegraph
- VouchedFor Top Rated Adviser 2021-2024
As featured in
Matthew is really easy to talk to, very clear and he listens. We never feel rushed and he understands our situation very well and advises accordingly. His advice has always been very sound and he always gives options and goes through them with you. We never feel compromised in any way.
April 2024
Matthew provided incredible and accurate initial financial planning advice. Matthew is knowledgeable and also able to get the client’s needs immediately, which is one of the best things he offered. The relatability of someone that understands your problem is able to put himself in my shoes and come up with transparent and understandable ideas and solutions. Definitely will recommend Matthew; please get in touch in case you need financial planning assistance.
December 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Matthew's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Matthew is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Named in the NMA Top 35 Advisers under 35 lists for three years running (2021, 2022, and 2023)
Finalist in the Young Achiever category at the Professional Adviser 2023 Awards
Articles by Matthew Cole
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.