Penarth based financial advisor named in elite list

AWARD: Top financial advisors Debbie Matthews and Richard Edwards

AWARD: Top financial advisors Debbie Matthews and Richard Edwards

First published in Penarth news
Last updated

A PENARTH-based financial advisor has been named in an elite industry list after receiving rave reviews from her clients.

Archytas Strategic Planning ‘s Debbie Matthews, as well as her colleague Richard Edwards, has been named Top Rated Independent Financial Advisers (IFAs) on, an achievement that gained them national acclaim in The Times newspaper.

Based in Cardiff, Richard and Debbie have been IFAs for a combined 25 years and received the accolades thanks to local support.

Managing Partner, Mr Edwards, said: “Being Top Rated Financial Advisers means a great deal – there are over 20,000 IFAs in the UK so to be in the top 0.5 per cent is a real achievement. What makes it even more special is that we have been selected as a result of support from our clients. They have gone out of their way to help us to get this commendation and we would like to thank them all.”

Mr Edwards and Miss Matthews were selected as a result of clients writing in to recommend their services on consumer ratings website

The site, which enables people looking for financial advice to find a recommended IFAs, works like TripAdvisor; you can search for advisers free of charge based on location and services provided. Advisers are then listed based on client reviews giving those seeking advice confidence the adviser can be trusted.

Mr Edwards added: “Client testimonials are an important vehicle when it comes to restoring trust in the tarnished financial services industry, which makes receiving this commendation even more significant.

“People who need help with their finances can go to to read client reviews before selecting an adviser, it is a credible way to ensure peace of mind and rebuild confidence in the industry.”

Archytas Strategic Planning was launched in September 2012. The team of seven lifestyle financial planners, paraplanners and administrators. Based in Cardiff, but operating across the UK and beyond, the business creates and supports personal and business wealth creation, financial stability and strategic tax planning.

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