Vosper Financial Planning Ltd - Leeds

Sharon S.

I was first put in touch with Matt Vosper in 2020 when I wanted advice on reinvesting a pension which I had been unable to defer. I found Matt to be very easy to deal with. He really listened to my wants and needs. Gave good advice pointing out the various benefits and negatives which I hadn’t been aware of. He speaks in clear and easy to understand words unlike other advisors who either assumed I knew more than I did due to having worked in the banking and financial sector for most of my working life or talked in riddles/jargon.
When it came to actually retiring I approached Matt as I knew I could trust him to be honest, flexible and easy to deal with.
I wasn’t disappointed we discussed various options and went through the benefits of each option. Matt was always patient with me and I have come away with exactly what I wanted.
I would and will recommend Matt to anyone with financial and or pension queries.

Jane N. T.

My husband and I have been clients of Vosper Financial Planning Ltd for 5 years. Prior to this we were clients of Matt Vosper for approximately 2 years. It has been, without a doubt, an ideal situation for us both as investment novices. Matt has been a huge support, recommending the perfect plan for each of us. He has a succinct and clear way of explaining the workings of our plans. He never patronises. We dread to think where we would be without him. We have recommended Vosper Financial Planning to friends in similar situations. A reliable and knowledgeable concern.

Stuart G.

I was introduced to Matt by a former colleague and friend who had used Vosper Financial Planning Ltd for a number of years.

Matt assisted me with my early retirement planning and provided some great advice regarding tax benefits.

I am still working with Matt who continues to provide good advice and guidance on my financial situation.

I have already recommended Vosper Financial Planning Ltd to my family, friends and former colleagues who are approaching retirement.

Jane D.

In the process of house buying, my sister and I needed a professional opinion on the best use of our two financial bonds; use one in total or split between the two. Vosper Financial Planning gave us timely and appropriate advice, contrary to what we would have mistakenly done. From this initial contact, it was obvious that Matt would be a huge help with our financial matters going forward.

He has proved to be invaluable with his advice on savings: bonds, ISAs, retirement plans, tax relief, inheritance tax implications in the future etc. His patience in explaining all options is much appreciated. He is never rushed, plus his use of computer graphics for future projections allows us to clearly 'see' how various options could apply.

Matt is a pleasure to deal with. He puts you at ease and gives you financial confidence (if it is lacking); he explains his thinking at a level appropriate to your financial understanding. Updates and financial news are regularly received via email, with any queries being replied to promptly.

We could not wish for a more competent, knowledgeable, professional and polite financial advisor. It is reassuring to know our finances are working for us, thanks to Matt's strategic thinking. A yearly revue visit is akin to welcoming a valued friend to our home.

Steve B.

My private pension was drifting into obscurity when I managed to re-establish contact with Matt, who I had dealt with many years ago through my employer. Matt provided sound advice as to how to get my pension back on track and, 2 years later it is most definitely heading in the right direction again. My wife and I find Matt easy to speak to, he explains things in a manner that is easy to understand and I would be happy to recommend him and his services. Matt is now advising me on separate financial matters and it is reassuring having someone I can trust to take care of these affairs, with the confidence of knowing that he has my best interests at heart.

Darren J.

I contacted Matt, as I need help for planning and looking at options for an early retirement. Matt was so helpful and so kind to sit down with both myself and my partner on several occasions. He explained everything clear with no pressure and ensured that we understood everything. Its such a pleasure working with Matt and highly recommend anyone reading this.

jeff L.

A few years ago I contacted Matt to take over some investments' I had that were quite complicated to fund my retirement. He very clearly understood what I wanted to achieve, explained my options to do that and earlier this year achieved exactly that.
The way Matt explains and gives financial advise is easy to understand and I have every confidence in Matt to continue managing my investments for years to come.
Thank you Matt Vosper.

J H.

As we approached retirement my wife and I wanted to develop financial plans to support our needs and those of our children. This included consideration of our income requirements, longer term care needs, potential inheritance arrangements and how best to support our wider family. To navigate these inter-connected matters we both felt it was essential to draw on some professional help and support.
We considered using an IFA, but on meeting Matt Vosper we quickly concluded that his strong expertise allied with the strength of a well-known product provider offered us the long-term reliability and durability we wanted.
We have worked with Matt Vosper for 7 years and found his careful and considered approach invaluable. Not only have we managed to develop the plans we wanted, but we have done so with the benefit of ideas / solutions we would not have thought of ourselves. Matt has assisted us to set up, operate and drawdown a number of policies, a full end-to-end service. We would give Matt a 5-star rating without reservation.