Matthew Dixon DipFPS

Financial Planner

01249 591533

Wiltshire Office


Matthew has worked in Financial Services for over 14 years, both in the retail sector and more recently in private banking. Experience in the investment arm of the business prompted Matthew to change paths and start a career in financial advice, taking his exams in his stride.

Matthew loves getting granular when it comes to finances, and clients appreciate his thorough approach to reviews.

Statement of professional standing

All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).

Click here to see Matthew's Statement of Professional Standing


You can see the qualifications Matthew holds by clicking the button below.

View all qualifications


Financial Services, Regulation and Ethics (R01)

Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Investment Principles (R02)

Assesses a knowledge and understanding of investment products and the application of the investment advice process.

Personal Taxation (R03)

Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

Pensions and Retirement Planning (R04)

Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Financial Protection (R05)

Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

Financial Planning Practice (R06)

Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.

Diploma in Regulated Financial Planning – DipPFS

The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

Financial Services Products and Solutions (LP2)

Assesses a knowledge and understanding of customer needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

Mortgage Advice (CF6)

The objective of this unit is to develop an understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.

Retirement Income Planning (AF8)

Assesses the advanced skills needed for advising on income planning to those in and approaching retirement. Applying knowledge and tools for formulating suitable strategies regarding fund withdrawals, investment risks, estate planning and other later life concerns.

Discretionary Investment Management (J10)

Assessing knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

Accreditations and awards

What matters most

What matters most to Matthew about working for Hartsfield?

Believe it or not, I first encountered Hartsfield as a client. After reviewing my own pension, I got in touch with the team for expert advice. From the very beginning, I was inspired by the genuine interest they took in me as a client.

Fast forward three years, and I couldn’t be happier. I have the autonomy to really help people, whatever it takes, and I take pride in seeing my clients’ plans develop year on year on year. The Wiltshire Team I am lucky enough to be part of genuinely care about all of our clients, we all work together with every client, like a well-oiled machine.

What matters most to Matthew about his specific role?

My passion is for future-proofing finances for generations. Helping people to see how decisions made today can drastically change their future, is really fulfilling. I feel like I am making a real difference to people’s lives by really understanding why they are seeking advice. I think it is really important to establish peoples’ motivations behind wanting to strengthen their financial plans.

In December 2023, I worked to achieve the Certificate in Financial Wellbeing – the learnings from which I now implement with every client I work with. This moves away from the conventional approach to financial advice, and I feel gives my clients an entirely personalised approach where they are totally engaged in finding out how I can help.

What matters most to Matthew outside of work?

My Family are the centre of everything I do. I have 2 beautiful daughters, Florence and Willow, who are growing up far too quickly. Whilst I hope I teach them something new everyday, they certainly teach me something new too!

My wife and I enjoy as much time outdoors with them as possible, with National Trust days out and trips to the coast. Weymouth is a favourite of ours. Katie and I also have 2 dogs, who love a brisk walk, and luckily only in fair weather.

I love cooking, and learning new skills in the kitchen, to which I am endlessly adding a new gadget or two. But outside of the home and my family, I would love to improve my golf game. I really enjoy a round of golf, and failing that, just a visit to the driving range. A good round for me is leaving with as many golf balls as I arrived with!

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

Wiltshire Office