Matt Hodges
Financial Planner Chartered ALIBF
Matt first entered the profession in 2006 and has held roles at a number of well-known national and global financial institutions.
Matt is Chartered Member of the London Institute of Banking and holds specialist qualifications in Pension Transfers, Long-Term Care planning, and Equity Release. Matt is also an Accredited Member of the Society for Later Life Advisers (SOLLA), the SOLLA accreditation is recognised as the Gold Standard for those advising in the later life market.
Away from the office, Matt lives in Cheltenham and is married to Kim, they share a young son, Finn. They enjoy travelling as a family and are slowly ticking off their ‘to-do’ list. At weekends, Matt will either be found walking his miniature schnauzer, George, or watching any sport he can find!
Matt is proud to be a member of the following professional organisations:
SOLLA – Society of Later Life Advisers – Accredited Member

Chartered Associate of the London Institute of Banking & Finance
News Feed
18/5/2026
Musk loses OpenAI court battle after jury finds he waited too long to sue
Jurors spent weeks hearing about Musk's claim that Altman had "stolen a charity."
News & Views
May 13, 2026
Are you ready for the pension and inheritance tax changes in 2027?
From April 2027, unused pensions may face inheritance tax. Learn who’s affected and the steps you can take now to protect your wealth.
Read more