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Get in touch

Matt Holland

DipFA

Financial Adviser with True Potential

Lyndhurst, Hampshire
Get in touch
Headshot of Matt Holland

I am a Diploma-qualified Financial Adviser (DipFA) with a clear focus on helping individuals, families and business owners take control of their financial future.

With many years of experience in financial services, I provide tailored advice across retirement planning, investment management, protection, and intergenerational wealth planning. My approach is built around long-term relationships — understanding what truly matters to my clients and building strategies that evolve as their lives and ambitions change.

As a Wealth Management Partner of True Potential Wealth Management, I combine personal advice with innovative technology, giving clients real-time access to their investments and financial plans through award-winning digital tools...

This transparency ensures clarity, confidence and ongoing engagement with their wealth.

I believe financial advice should be clear, straightforward and focused on outcomes. Whether you are accumulating wealth, preparing for retirement, or looking to protect what you have built, my role is to provide structure, direction and peace of mind.

Outside of work, I value family life and maintaining a balanced lifestyle, which reflects my belief that financial planning should ultimately support the life you want to live.

Qualifications
  • DipFA - London Institute of Banking & Finance (LIBF) - 07/03/2024

My Services

Investment & Savings

Investment & Savings

I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.

Retirement & Pensions

Retirement & Pensions

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.

Inheritance, Estates & Tax

Inheritance, Estates & Tax

I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.

Protection

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Roxanne Williams

Office Manager / Senior Paraplanner

I work in the Alvechurch office in the Midlands and am responsible for Managing the staff and day to day running of the office. I am also a Senior Paraplanner and work with the team to complete applications, prepare suitability reports for the advisers and ensure business is submitted correctly.

Jade Facey

Admin Manager / Senior Paraplanner

I work in the Alvechurch office in the Midlands and am responsible for managing the administration process and ensuring the staff and day to day running of the office are in sync...

I am also a Senior Paraplanner and work with the team to complete applications, prepare suitability reports for the advisers and ensure business is submitted correctly.

Amelia Cooper

Paraplanner

I am a Paraplanner and work with the team to complete applications, prepare suitability reports for the advisers and ensure business is submitted correctly.

Emma Westmore

Paraplanner

I am a Paraplanner and work with the team to complete applications, prepare suitability reports for the advisers and ensure business is submitted correctly.

Caroline Sawyer

Client Liaison Assistant

I work in the Lyndhurst office in Hampshire and am responsible for onbaording new clients and completing fact finds and letters of authority to ensure we understand your finacial and operational objectives and have a complaint file in preperation for pre advice calls with the adviser...

I work various hours during the week between 9am and 8pm by appointment to assist new clients to be able to discuss their financial commitments outside of their work schedule at a time and location that suits them without the need to to take time off of work.

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

20 awards
20 industry awards won in 2025

Find out more

We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£37 billion
Invested with over 600,000 clients

Find out more

We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

10 million
Over 10 million logins in 2025

Find out more

Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 02380661166

How can I help you?

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Client testimonials

Kevin

Matthew’s financial advice has been truly invaluable. His deep knowledge, clear explanations, and strategic approach have helped me make confident and informed decisions about my finances.

What sets Matthew apart is his genuine commitment to his clients’ success.

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