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Matt Angell

Matt Angell

Founder & Financial Planner

Berkshire
Likes175
Rating
Matt Angell
Contributor

Matt Angell

Founder & Financial Planner

Berkshire
Likes175
Rating

This profile page is for Matt Angell, Founder of Creative Lifestyle Planning and Financial Planner on Boring Money Advice. This adviser directory allows you to browse trusted, vetted financial advisers. Enter your location or use the advanced filters to find the perfect match.

About Matt Angell

I am the founder of Creative Lifestyle Planning, an independent financial planning firm that works with many families across the UK. Matt specialises in helping families to answer those all important questions they have on their mind and helping many clients gain a clearer, simply understanding of when and how to they can retire.

Creative Lifestyle Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Matt’s focus when starting Creative Lifestyle Planning was to make financial advice more focussed on an individual and families life in the past, present and the future using financial coaching to release any barriers you may have to live the life you wish to going forwards and provide a plan to give you financial peace of mind, safe in the knowledge that Creative Lifestyle Planning are taking care of their wider financial planning and are there to keep them on track to achieve their goals.

Matt has many interests outside of work including managing a non-league football team, playing golf very badly and having lots of time with his wife Lucy, Daughter Sophie and little Cockapoo Coco.

Likes
Football
Dogs
The beach
Travelling
Genuine people
Dislikes
Lateness
Cucumber
Leeks
Confined spaces

Information

Specialisations

Retirement planning
Pensions
Pensions – Retired
Tax

Qualifications

Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee

Awards

  • 2021 Highly CommendedReaders' Favourite
  • 2021 Highly CommendedReaders' Favourite Fixed Fee Adviser