Matthew Slessor

Director @Eden House Financial Services

Carlisle, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Director @Eden House Financial Services

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Cumbria, GB

Independent, Chartered Financial PlannerFellow of the Personal Finance SocietyDirector of Matthew Slessor Wealth Management Ltd

EDUCATION

1997 — 2017

Chartered Insurance Institute

Advanced Diploma, Financial Planning

1984 — 1989

Ullswater High School, Penrith

GCSE A-C, 9 Subjects (incl Maths & English)

SKILLS

PensionsSippFinancial PlanningMortgage LendingPension FundsInvestment AdvisoryInvestment StrategiesTaxWealth Management ServicesPortfolio ManagementFundingIsasLife InsuranceFinanceIndependent Financial AdviceEstate PlanningHigh Net Worth IndividualsBusiness PlanningBusiness Relationship ManagementInsuranceHolistic Financial PlanningRetirement PlanningManagementSupervisionIncome ProtectionFinancial PlannersWealth AccumulationProtectionPrivate BankingInheritance Tax PlanningWealthFinancial RiskFundraisingPersonal FinanceRetirementStrategic Financial PlanningPension Transfer SpecialistCritical IllnessInvestment ManagementAsset Allocation

ABOUT MATTHEW SLESSOR

As a Chartered Financial Planner and Director at Eden House Financial Services, I am dedicated to delivering independent, personalised, transparent, and client-focused financial advice. My approach is rooted in building long-term relationships, ensuring that each client feels heard, understood, and confident in their financial journey.Clients often commend my ability to simplify complex financial matters, making them accessible and manageable. Many have highlighted the peace of mind they experience, knowing they have a trusted advisor who is attentive, responsive, and genuinely invested in their financial well-being.Whether you’re planning for retirement, seeking investment guidance, or navigating life’s financial milestones, my goal is to provide clarity and direction tailored to your unique circumstances.At Eden House Financial Services, we pride ourselves on an independent, holistic approach, integrating all aspects of financial planning to help you achieve your goals. If you’re looking for a dedicated partner to guide you through your financial decisions, feel free to connect or reach out. Contact Me Today: 01•••••••40 / m•••@edenhousefinancialservices.co.ukDiscover the difference of working with a Lifestyle Financial Planner dedicated to your success. Your financial future starts here.#IndependentFinancialAdvisor #FinancialPlanning #ClientSuccess #LifestyleFinancialPlanner #TrustedAdvisor

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Matthew Slessor — Director at Eden House Financial Services in Carlisle, GB | Unifers