Matt Smith - New Life Financial Planning, Essex, Suffolk, UKMatt Smith

When you speak to Matthew about financial planning, his passion and enthusiasm are obvious. Having started life as a personal banker, Matthew soon discovered the calling to financial planning and has never looked back.

Matthew believes that financial planning has the power to not only transform the finances, but also the lives of clients. A belief backed up by a long list of clients who he has helped over the years.

An avid studier, Matthew has an enviable list of qualifications (read more) in the financial planning sector earned over nearly a decade. He has recently completed a masters programme in Financial Planning & Business Management at Manchester Metropolitan University, while also studying for the Certified Financial Planner certification.

Matthew loves to support the profession and sits on the committee of the Essex branch of the Personal Finance Society in his capacity as education officer. His aim is to help new entrants into financial planning and assist those more established members to improve their qualifications.

Prior to creating New Life Financial Planning, Matthew has held positions at Wesleyan and Lloyds bank.

When not in work, Matthew takes a keen interest in personal development, enjoys ‘extreme fitness challenges’, Formula One and photography.

Manchester Metropolitan University

MSc with Distinction – Financial Planning & Business Management

Chartered Institute of Securities & Investment

  • Certified Financial Planner ™
  • Accredited Paraplanner ™
  • CISI Level 6 Diploma in Financial Planning

Personal Finance Society

FPFS – Fellow of the Personal Finance Society
• Chartered Financial Planner
• Advanced Diploma in Financial Planning comprising:

  • AF1 – Personal Tax & Trust Planning
  • AF3 – Pension Planning
  • AF4 – Investment Planning
  • AF5 – Financial Planning Process

• Diploma In Regulated Financial Planning

• Diploma In Financial Planning

J10 – Discretionary Investment Management

J12 – Securities Advice & Dealing

IFS School of Finance

DipFA – Diploma for Financial Advisers

Adv CeMAP – Advanced Certificate in Mortgage Advice and Practice

CeMAP – Certificate in Mortgage Advice and Practice

CeRER – Certificate in Regulated Equity Release

CeLTCI – Certificate in Long Term Care Insurance

CeRCH – Certificate in Regulated Complaints Handling

CeRCC – Certificate in Regulated Customer Care

CeFA – Certificate for Financial Advisers

CFA UK Institute

IMC – Investment Management Certificate

Case Studies

See how our work together has transformed the lives of other dentists like you.
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Our Services

We have spent years designing the ideal package of services to serve dental practitioners.
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We Believe

Our core beliefs guide our thinking on financial planning, on business and on life.
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“I have been working with Matthew for the past 5 years now and during that time he has helped me to transform my various savings, investments and pensions into a simple, coherent retirement plan. Matthew’s knowledge of the dental world is invaluable and he has used this knowledge to save me over £140,000 in potential tax charges, not to mention cutting my investment costs in half.”
Adam Copsey, Chelmsford
“As I contemplate retirement Matthew has given me the confidence that I will be comfortable for the rest of my life and that the proceeds from my dental practice will be invested wisely with his guidance.”
David Casey, Dartford
“In just a few short months, Matt has shown me that it is possible for me to seriously consider retirement at least 2 years early – I had been resigned to the ‘usual’ age of 60. At the same time, Matt has significantly simplified and streamlined my pensions and investments, reducing my risk and saving me £1,000’s in costs in the process.”
Jem Atherton, London