Matthew Dorey - Financial Adviser

As a Financial Advisor with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

With over 18 years’ experience helping individuals and families in & around the Woodbridge & East Suffolk area reach their financial goals, I can provide a wealth of knowledge and expertise.

I originally trained with Lloyds Bank & have also worked with AXA Wealth. In 2013 I made the move to become self-employed, to enable me to focus on building better, longer lasting client relationships, as I believe in continuity, to always be there for my clients short, medium & long term needs.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what you find important. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals. I pride myself in talking in a simple & straightforward manner, simplifying what some people find complex.

I will make no compromise.

Matthew Dorey Financial Adviser

Areas Served

  • South East England

Matthew Dorey - Financial Adviser

Matthew Dorey - Financial Adviser

As a Financial Advisor with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

With over 18 years’ experience helping individuals and families in & around the Woodbridge & East Suffolk area reach their financial goals, I can provide a wealth of knowledge and expertise.

I originally trained with Lloyds Bank & have also worked with AXA Wealth. In 2013 I made the move to become self-employed, to enable me to focus on building better, longer lasting client relationships, as I believe in continuity, to always be there for my clients short, medium & long term needs.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what you find important. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals. I pride myself in talking in a simple & straightforward manner, simplifying what some people find complex.

I will make no compromise.

Areas Served

  • South East England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Matthew Dorey - Financial Adviser

"Matt has been looking after my financial affairs for the last 7 years, I have found him to always be professional in his approach and very easy to deal with. I like the way that he simplifies financial matters and talks in plain English, this helps to ensure that I always fully understand what is happening and how my investments are performing for me. I would recommend Matt to any of my friends or family."

My clients say...

Matthew Dorey - Financial Adviser

"Matt has been helping us to deal with our investments and pensions for the last 5 years. We are now approaching retirement and he is helping us to ensure that we have enough income to enjoy our retirement. He has helped make a complicated matter simple and he has always been very efficient in his work. I would happily recommend him to our friends and family. "

My clients say...

Matthew Dorey - Financial Adviser

"I would like to take this opportunity thank you and tell you how very pleased I have been with all the advice you have given me in the past and present. You are always very honest and you certainly give your very best effort in every aspect of business."