Matthew Isaacs - Financial Planner at Ward Goodman

Area of Work

Financial Services

Offices

Matthew Isaacs

Financial Planner

Matthew became an Independent Financial Advisor (IFA) in 2004 and joined the firm in 2012. Matthew is a father of 3 and finds little time for anything else but enjoys it thoroughly. When time allows, Matthew loves to play tennis for his local team and admits to being a bit of a foody.

Matthew also works at the Shaftesbury office for Financial Fridays. 

Qualifications:

  • QCF level 4 diploma in Financial Planning, Long-term care planning & Equity Release Qualification

Contact:

Testimonials:

When I first met with Matt he took time to properly understand my financial requirements. He then put together an investment package tailored to my needs. I appreciate the fact that Matt regularly reviews my portfolio and I trust his judgement when he recommends any changes. These recommendations are always clearly explained with different options given. To date my investments are showing a very healthy return. What could they have done better? No suggestions more than happy with the way Matt conducts his business. Mrs Lewis

Matt is friendly, professional, and explains all the options clearly. He is always available to answer questions and I have never felt under pressure. I am reassured that my finances are being taken care of by someone I trust. Mrs Slater

Matthew takes his time to listen to your needs and asks all the right questions. He speaks in a language that I understand in a subject that can sometimes be confusing. I feel I can totally trust his advice & that he has my best interests at heart. What could they have done better? I can’t think of one thing that Matthew could have done better. He has a vast financial knowledge. Mrs Cox

Area of Work

Financial Services

Offices

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.




I have read and understand Ward Goodman's Privacy Notice