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Matthew Bowen

Financial Adviser ACSI in Sussex

A little bit about Matthew

As a Financial Conduct Authority registered adviser and a member of the Chartered Institute for Securities and Investments, I see how most people’s money could be doing more than they think, they’re just not aware of it. The first people I ever helped were my parents, and seeing how much it changed their financial outlook is what got me into this. Today, I do this so my clients have more money available to them, more time to enjoy it, and less stress around their finances.

My financial planning style is influenced by my background in engineering and project management at one of the world’s most reputable automotive manufacturers. I spent years simplifying complex engineering topics into clear, practical language, and that’s exactly how I approach finance. I focus on building plans that are structured properly, easy to understand, and tailored to you, so you can achieve your goals in a way you’re comfortable with.

I help you understand where you are now, what you want to achieve, and whether what you’re currently doing will get you there. From there, we put a clear plan in place, using what you have in the most effective way and giving you access to high-quality products where appropriate. As things change, we adapt the plan so you stay on track.

I live in Sussex but service clients up and down the country.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

I’ve always been a keen sports person and it’s played a big part in my life, although these days that’s moved more towards the gym and keeping myself fit. I grew up in Sussex and still live here today, while working with clients across the country. My areas of expertise include helping you build wealth, plan for retirement, create generational wealth and protect what matters most to you. With so much information now available around finance, it can feel overwhelming, and what I aim to provide is a single point of truth, someone you can rely on to take the pressure of managing your finances, so you can focus on what matters most to you.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 26 May 2026.