About us

Freer Financial Planning Ltd was founded by Matt in 2021 after working within St. James's Place Partner Practices since 2013. Matt was joined by Linda in 2025 as part of a longer term succession plan. She brings with her over 40 years' experience in financial services and was a St. James's Place Partner from 2007 until she joined us in 2025.

We 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), saving and 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.