About Me

Please remember your home may be repossessed if you do not keep up repayments on your mortgage.
Also the value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Matthew Burman

Financial Adviser


07913 289644

Based in Stoke Bishop, Bristol with clients all over the South of England, I offer a professional, personal service that is uniquely tailored to each client’s individual needs. Practicing as an adviser since 1999 on the full spectrum of financial products I recognise that almost all long-term financial considerations are mutually linked or more often critically dependent. Therefore I offer an holistic approach covering all areas of financial planning. I review clients on an ongoing basis ensuring they have sufficient planning in place for any eventuality whilst helping them to visualise their future and discover the options open to them. With today's busy lifestyles my clients value having a trusting relationship with one professional adviser who takes care of all their financial planning needs incorporating Investments, Retirement planning, Mortgages and Financial Protection.

Over the years I have built a diverse bank of clients of all ages ranging from individuals to partnerships and limited companies. Clients are often recommended to me from existing clients or professional connections. It is not only my experience that you can count on, as and when necessary, I would be happy to introduce the services of these other professionals including Solicitors, Accountants and Estate Agents. Being able to call on an extended team of professionals, combined with the reassurance of truly impartial financial advice means clients are assured of a complete financial service that is trusted and unique.

My hallmark is the close relationship that I have with my clients, for whom I plan, advise, manage and liaise seamlessly across the boundaries of other disciplines and service arenas. I attribute my success to combining expert independent advice and service with traditional values. At all times I will explain my recommendations clearly and concisely so that clients can understand the benefits of any solutions reached. The concentration I place on the detailed understanding of a clients' needs is paramount and complimented by my thorough research and understanding of the financial markets. As an IFA, I have a responsibility to ensure that the advice I give you is up-to-the minute, pertinent and forward-looking. I will help them understand their current financial position, and to form and implement a short, medium and long-term strategy to protect and develop their assets. My own business philosophy is of absolute integrity, dedication to my client’s interests, and an ongoing commitment to provide professional excellence in every aspect of my advisory role.

I am married with two young sons and enjoy spending any spare time trying to keep them entertained. Outside of work I have set up and run my local football team as well as enjoying watching and playing all sports particularly football and golf.

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