Matt Angell

Matt Angell

Founder & Financial Planner

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Berkshire

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About me

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.

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.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Tax

My qualifications:

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Diploma in Financial Planning

My charging model:

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Fixed £ fee