Matthew Fee
Wealth advisor
RELIABLE WEALTH MANAGEMENT
We nurture and protect your finances in order to make your dream future, a reality.
Matthew Fee | Private Wealth Advisor
Matthew is a UK-qualified private wealth advisor.
With years of industry experience and
a results-driven mindset, Matthew is a
recognized professional known for his
technical expertise in areas such as UK
Pension Advice, home country repatriation
planning, asset protection, estate planning,
and inheritance tax planning.
In addition to this Matthew takes pride
in his relationship-building approach. He
prioritizes the cultivation of professional
and personal connections with clients,
earning recognition for his commitment to
excellence.
Some of Matthew’s areas of specialism are:
Our Services
National Insurance
It is often beneficial for UK expatriates to make voluntary National Insurance Contributions towards their UK State Pension at a significantly reduced rate. Payments can also be backdated. For more information, click the link above.
Pension Transfers
This is a complex area that demands top-tier advice from a qualified expert. There are various solutions and scenarios to take into account, requiring thorough and detailed planning. Matthew is committed to ensuring that every aspect is carefully considered throughout this process. You can view testimonials from individuals who have successfully navigated this journey.
Estate Planning
One of the most critical aspects of personal financial planning is safeguarding assets from aggressive tax laws. Many individuals are unaware that their global estate could be subject to taxes of up to 40% upon death, even if they no longer reside in the UK. Matthew collaborates with legal professionals to minimize tax liabilities and ensure that assets are properly protected.
Our Services Continued
Wealth Management
Tax Efficient Investment Structures
Property Portfolio Construction
Trust and Legacy Planning
Feedback from Clients
Matthew has been very helpful in helping me analyse and model financial plans, in order to help me to get to the right decisions. He adds a lot of value, and I am very grateful for his help.
- Richard Steward
Matthew has helped me streamline my financial goals and make informed decisions for my future. His attention to detail and personalized approach have been invaluable. I highly recommend his services for anyone.
- Sarah Mitchell
Working with Matthew has given me confidence in my finnance. He takes the time to explain strategies clearly and ensures every step is tailored to my needs. He has made a real difference in my personal finances
- James Thompson