Matthew Freer
APFS Certs CII (MP & ER)
Matt is a Chartered Financial Planner who can offer bespoke financial planning and advice to clients based on their individual needs. He works under the belief that financial advice is not ‘one-size-fits-all’, and with the aim to provide solutions in a simple and easy to understand manner.
Matt joined a St. James's Place Practice in 2013 where he completed the SJP Financial Adviser Academy - qualifying as an Adviser in 2014 and progressing to a Chartered Financial Planner in December 2019.
Matt advises individuals, families and corporates on all aspects of their financial planning. He aims to build long term and trusted relationships with clients and offers a bespoke and tailored approach to their financial planning requirements. He is passionate about helping clients achieve their long-term objectives and prides himself on being a client’s main point of contact.
About
A Partner Practice of St. James's Place, Freer Financial Planning offers high quality, bespoke financial advice to private individuals and corporate clients.
Matt founded the business in 2021 after working within St. James's Place Partner Practices since 2013. Matt was joined by Linda (who is also his mum) in 2025 as part of a longer-term succession plan. She brings with her over 40 years’ experience in financial services and prior to joining the Practice was a St. James's Place Partner since 2007.
They offer a friendly and personal service with the aim to provide solutions in a simple and easy to understand manner as we believe financial advice should be accessible for all.
Covering all aspects of financial planning, such as retirement planning, wealth protection (including inheritance tax), savings, investment planning, and mortgage advice.
Working with Freer Financial Planning takes the hassle out of managing your finances. Our advisers provide bespoke advice, and our client support team are there to assist with any queries you might have.
Our ultimate aim is to protect your wealth and help you look after your money with the belief that you have earned the right to enjoy it and spend it well.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 20/11/2023
The Partner Practice 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 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.
Freer Financial Planning Ltd is registered in England and Wales, Number 13456644. Registered Office: 51-53 Derby Road, Long Eaton, Nottingham, Nottinghamshire, NG10 1LU.
