Messer & Matthews

Messer and Matthews Ltd, a respected independent financial advisory firm in Guildford, has been providing sound financial guidance to private and corporate clients for over 55 years. Since its inception in 1964, the company has built a reputation for delivering expert advice that empowers individuals to make informed decisions about their finances, investment strategies, and long-term planning.

Our team of experienced and qualified financial advisers is committed to helping clients achieve their goals, whether it's securing their financial future, planning for retirement, or navigating the complexities of inheritance tax. We understand that every individual has unique financial needs and priorities, and our approach is tailored to address these specific concerns.

Services

At Messer and Matthews Ltd, we offer a wide range of financial services designed to cater to the diverse needs of our clients. Our services include financial reviews, pension planning, investment management, inheritance tax planning, and risk profiling. We also provide strategic advice on income tax, capital gains tax, and other tax-related matters, ensuring that our clients make the most of every penny.

Our financial reviews involve a comprehensive assessment of our clients' financial situation, taking into account their income, expenses, assets, and liabilities. This enables us to provide personalized recommendations for optimising their financial resources, reducing costs, and increasing their overall wealth.

For individuals nearing retirement, our pension planning services help to ensure a smooth transition to a post-work life. We assist with selecting the right pension products, assessing the impact of inflation, and developing strategies to maximize retirement income.

In addition to these services, we also offer investment management expertise, where we help clients invest their funds in a manner that aligns with their risk tolerance, financial goals, and time horizon. Our team carefully selects a diversified portfolio of assets, ensuring that our clients' investments are optimized for growth and income generation.

Our Approach

At Messer and Matthews Ltd, we believe that financial planning should be a collaborative process. We take the time to listen to our clients' concerns, goals, and aspirations, and work closely with them to develop a personalized plan that reflects their unique circumstances.

Rather than simply providing a list of financial products or services, we focus on empowering our clients with knowledge and understanding. We explain complex financial concepts in a clear and concise manner, ensuring that our clients feel informed and confident about their financial decisions.

History

Messer and Matthews Ltd has a rich history dating back to 1964, when the company was first established in Guildford. Over the years, we have built a strong reputation for delivering exceptional service, expert advice, and personalized attention to our clients. Our commitment to our clients' success has remained unwavering, and we continue to adapt to the ever-evolving financial landscape to provide the best possible outcomes for our clients.