Matthew Taylor

Financial Adviser

DipFA

Boston, Lincolnshire

Matthew Taylor

In work

As a qualified Financial Adviser, Matthew works closely with individuals and families to help them make informed financial decisions and plan confidently for the future. He provides advice across pensions, investments, retirement planning, inheritance tax planning and wider wealth management, tailoring his recommendations to each client's individual circumstances and attitude to risk.

His focus is on building long-term relationships by delivering clear, professional advice and ongoing support. Matthew has worked in financial services for three years, joining TNS in 2023.

Where Matthew is based

Boston, Lincolnshire

Matthew is based at our Boston head office and regularly meets clients across Lincolnshire and the surrounding areas. He also looks after clients throughout the UK and can meet in your home, at our Boston office or by video call, depending on what suits you best.

Outside of work

When not at work, Matthew enjoys spending time with his family or keeping active through sport. He enjoys getting outdoors, playing a range of sports and making the most of his free time with family and friends.

More team members

View all

What Our Clients Say

Real reviews from our clients, published unedited

Review for Leo Neal

Manchester · April 2026

What were the circumstances that caused you to initially look for an adviser?

I was looking for a Financial advisor and Leo was recommended to me by a family friend.

How has Leo Neal helped you?

Leo has helped me in many aspects regarding investments and planning for the future.

Have you seen the outcome you were hoping for?

Yes I have been happy with outcome.

What could they have done better?

Not sure they could.

Review for Leo Neal

Cheshire · April 2026

What were the circumstances that caused you to initially look for an adviser?

Making sure we were ready for retirement.

How has Leo Neal helped you?

Leo's knowledge has been invaluable, helping us plan for retirement, always willing to help with advice and to look into things.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing! Leo is very knowledgeable and professional, making sure you understand everything.

Review for Leo Neal

Lancashire · April 2026

What were the circumstances that caused you to initially look for an adviser?

We were moved over to Leo due to staff changes.

How has Leo Neal helped you?

Improved our pensions and outlined other issues that we need to address e.g. Wills etc.

Have you seen the outcome you were hoping for?

Yes.

Based in Boston, Lincolnshire

Ready to take the next step?

Whether you're planning for retirement, reviewing your investments, or simply want to understand your options, our team of local advisers are here to help. Get in touch today for a no-obligation conversation.

Get in touch