Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services


Designed to enable you to save enough money so you can live comfortably in retirement.

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Savings & Investments

From childhood, most of us are told to put away money to save for the future.

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Wills & Trusts

If you die without a Will, then the government will decide who will inherit your estate.

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Long Term Care

It’s important to consider planning for long-term care to protect you and your family.

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Sustainability and Ethical Investment

Among today’s socially conscious consumers, ethical and sustainable investment is piquing interest. If you’re interested in ensuring your investments help, rather than harm, the planet, talk to us.

You may think that ethical investment won’t deliver the returns you’re after, but recent research suggests that environmentally sustainable funds can satisfy both your ethical beliefs and your financial return expectations Get in touch for more information.


I have used Matt for just over 3 years, initially guiding me through a pension minefield & then subsequently providing financial advice / products for other savings. 

During this time, he has proven his technical knowledge of the complex market he works in but also has the ability to explain things clearly to enable you to make sensible decisions, even for an inexperienced saver like me.

I also like the fact he never pushes you into something you don’t feel comfortable with. Matt is always readily available to speak to over the phone & acts swiftly when asked to do something. 

During the 3 years I have known him he has never let me down & I have total faith in his knowledge of the marketplace & the advice he provides for me.”

Mr K Bristow-Copthorne, West Sussex

“We have had the good fortune of receiving the excellent financial services of Matt Porter for over 5 years now and would like to share with you our reasons we value his services:

Matt really listens and is a truly honest, authentic, and empathic individual. He worked with us, putting our interests first, to build a set of investments and services suitable to our appetite for risk. In summary Matt has our complete trust, as even in these uncertain times, he still protects our financial security, and we continue to recommend him to family and friends.

Mr& Mrs Hutchinson-Burgess Hill, West Sussex

“6 Years ago, when planning our retirement, we required the services of a Financial Adviser in order to access one of my pensions. Through the power of the Internet, we were introduced to Matt.

Matt detailed his background and asked questions of mine, and clearly outlined the requirements   needed before any financial advice could be provided. Although this seemed daunting at first, once all the relevant documents were tabled opportunities evolved as a result.

Matt’s advice has always been clear transparent and open to challenge which he appreciates. The ability to access Matt, our funds are very simple. When considering changes to our portfolio we ae provided with options and current market reports

We would recommend and have referred Matt Porter to several of our friends and they have appreciated the financial advice provided by Matt.”

Mr L Wallis

Want to know more?

To find out more or to arrange a meeting with us, please call
01444 707304, or email