Matt Jackson

FULL BIOGRAPHY

Matthew Jackson DipFA is a seasoned Independent Financial Adviser and the Director at Beesure Ltd. With over a decade of experience in the finance industry, Matthew has cultivated a deep expertise in a range of financial services including pensions and retirement planning, investments, cashflow planning, tax planning, and pension consolidation.

As a Director, Matthew oversees the strategic direction and daily operations at Beesure Ltd. He leads a team of six advisers, each dedicated to providing tailored financial advice that aligns closely with the unique needs and aspirations of their clients. Under his leadership, Beesure has developed a reputation for delivering insightful and effective financial solutions that help individuals and businesses optimise their financial health and achieve their long-term financial goals.

Matthew’s professional journey is distinguished by his commitment to enhancing the financial wellbeing of his clients. He is particularly adept at navigating the complexities of pensions and retirement planning, helping clients to understand and maximise their retirement options. His approach combines thorough market analysis, cutting-edge financial tools, and a clear, understandable communication style that demystifies the often-complex world of retirement planning.

In addition to retirement planning, Matthew is an expert in investments. He leverages a strategic perspective to craft investment portfolios that are not only robust and diversified but also tailored to the risk tolerance and future aspirations of each client. Cashflow planning is another area where Matthew excels. He works with clients to develop detailed and accurate cashflow models that forecast future financial positions based on current assets, liabilities, income, and expenditures. This planning is crucial for making informed financial decisions that support sustained growth and financial stability. Tax planning and pension consolidation are also integral parts of Matthew's advisory services. He provides expert advice on how to efficiently manage and structure finances to take advantage of tax efficiencies and consolidate pension assets. This not only helps in reducing tax liabilities but also in enhancing the value of pension schemes, providing clients with a more consolidated and manageable retirement savings plan.

Matthew's dedication to his clients and his craft has not only earned him a loyal client base but also high commendation in the industry. A testament to his service quality is that 98.7% of Beesure clients would recommend his services to friends, family, or colleagues. This high level of client satisfaction underscores his effectiveness and commitment to financial excellence.

Whether assisting with simple financial inquiries or complex investment strategies, Matthew remains a pivotal figure in financial services, continually striving to provide the best possible outcomes for those he serves.