Matt Grifferty's Qualifications

  • Spotlight: ESG and Sustainable Investment Advice
    This course builds understanding of sustainable finance and ESG principles including their impact on the financial system and client priorities. It covers identifying ethical products, evaluation strategies, applying practical skill sin investment selection and communication with clients on ESG matters.
  • Spotlight Focus: SDRs and Anti-Greenwashing Rule
    This course develops knowledge in the fundamental aspects of Sustainability Disclosure Requirements (SDRs), the regulations from the FCA surrounding anti-greenwashing and investment fund labelling and identifying greenwashing across different mediums.
  • CF8 (Certificate in Financial Planning and Long-Term Care Insurance)
    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
  • GR1 (Group Risk)
    This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
  • AF7 Pension Transfers
    The qualification develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
  • AF8 Retirement Income Planning
    This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.
  • J10 Discretionary Investment Management
    At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
  • R01 (Financial Services, Regulation and Ethics)
    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
  • R02 (Investment Principles)
    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
  • R03 (Personal Taxation)
    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
  • R04 (Pensions and Retirement Planning)
    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
  • R05 (Financial Protection)
    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
  • R06 (Financial Planning Practice)
    This qualification helps advisers develop and demonstrate their financial planning capabilities.
  • R07 (Advanced Mortgage Advice)
    This qualification develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and tests candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.
  • CF6 (Certificate in Mortgage Advice)
    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
  • ER1 (Equity Release)
    This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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Matt Grifferty

Independent Financial Planner

Meet Matt

After earning his Maths degree at the University of Southampton, Matt joined the financial services profession as a trainee, rapidly securing qualifications to become a mortgage adviser and ultimately a financial adviser.

With almost 10 years of experience under his belt, Matt joined Wholesome Financial Planning, where he will continue to provide holistic financial planning.

Matt works predominantly with professionals in their 40s to early 50s to put together a plan, typically for an early retirement or simply the option to work less and do more of what matters to them.

Reviews and Ratings for Financial adviser Matt Grifferty, Reading

Important information

Qualifications

  • Spotlight: ESG and Sustainable Investment Advice

    This course builds understanding of sustainable finance and ESG principles including their impact on the financial system and client priorities. It covers identifying ethical products, evaluation strategies, applying practical skill sin investment selection and communication with clients on ESG matters.

  • Spotlight Focus: SDRs and Anti-Greenwashing Rule

    This course develops knowledge in the fundamental aspects of Sustainability Disclosure Requirements (SDRs), the regulations from the FCA surrounding anti-greenwashing and investment fund labelling and identifying greenwashing across different mediums.

  • CF8 (Certificate in Financial Planning and Long-Term Care Insurance)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • GR1 (Group Risk)

    This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

  • AF7 Pension Transfers

    The qualification develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

  • AF8 Retirement Income Planning

    This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.

  • J10 Discretionary Investment Management

    At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • R07 (Advanced Mortgage Advice)

    This qualification develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and tests candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

  • CF6 (Certificate in Mortgage Advice)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

  • ER1 (Equity Release)

    This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Statement of professional standing FCA register

My favourite holiday destination is:

Regular destination: Selkirk, Scotland.

Favourite ever: Ecuador, for the Amazon and the Galapagos!

The best gift I’ve ever received is:

Henry – our Dandie Dinmont Terrier, who was mine and Lucy’s joint wedding gift to each other instead of a fancier honeymoon!

My proudest moment as an IFA was:

When a client told me they didn’t need me anymore because they’d put an offer on their dream home in Portugal.

What Matt loves…

Matt loves to explore the UK on walks with his three dogs. He has a particular fondness for the coast.

Matt holds a Reading FC season ticket and attends their home matches. He also enjoys live comedy, reading, music, gaming and travelling. He’s got a long list of countries and places he’d like to visit!

We’re all ears

    0118 315 1712

    3 School Terrace
    Reading
    RG1 3LS

    Mon-Thur 9-5

    Wholesome Financial Planning
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