Dedicated Experts at Your Service
Meet Our Team
Our team of advisers at P&C Lifetime Partners have over 100 years experience in the financial services industry and bring a wide range of skills into our business. This enables us to work either individually or as a team to ensure that your needs are best served.
Behind the initial and ongoing professional advice, sit a broad support team to ensure all administration, research and client queries are dealt with in an effective and timely manner.
Our Expert Advisers
I provide a personal, face-to-face financial planning service, helping clients make confident decisions about their long-term financial future. My areas of expertise include retirement planning, pension consolidation, inheritance tax planning, bonds and trusts, life insurance (including whole of life, critical illness & income protection) and investments.
I believe financial advice should be clear, practical and tailored to each individual. Building long-term relationships is at the heart of what I do, and I pride myself on being approachable, supportive and easy to talk to.
Outside of work, I have a keen interest in sport. I still play football and golf (although not always particularly well) and spend much of my time supporting and coaching my three boys’ sports teams.
I have been part of the P&C Lifetime Partners team for over nine years, bringing extensive experience in both mortgage advice, protection advice and financial planning. I work closely with both employed and self employed individuals, families and business owners, helping them grow their wealth and build a secure financial future.
I specialise in residential, buy-to-let, including limited company buy-to-let, and equity release (lifetime) mortgages alongside life insurance, critical illness cover, income protection and pension consolidation.
I believe no question is a silly one and pride myself on creating an environment where clients feel comfortable discussing their finances openly and confidently.
Outside of work, I enjoy playing golf, spending time with my wife and two young daughters, and supporting Oldham Athletic.
As a Financial Planner, I help clients understand their options, make informed decisions and put clear plans in place to achieve their financial goals with confidence. I specialise in pensions and investment planning alongside mortgage advice, while also helping clients prepare for later life and care needs.
I believe the key to good advice is taking the time to truly understand what each client wants to achieve. By seeing things from their perspective, I can recommend strategies that best support their objectives and help them adapt as their goals evolve over time. Building long-term relationships based on trust and understanding is central to my approach.
Outside of work, I enjoy continuing to develop my knowledge, staying active through regular gym sessions and spending quality time with family and friends.
As a Mortgage & Protection Adviser, I help clients find the right mortgage for their individual circumstances while ensuring appropriate protection is in place for them, their family and their assets. My role is to guide clients through the process with clarity and confidence, making what can often feel complex as straightforward as possible.
I take a flexible approach, whether that involves meeting face to face or working remotely via Zoom, depending on what suits each client best. I particularly value the opportunity to meet in person, as I believe it helps build strong relationships and allows us to explore options in greater detail.
Outside of work, I enjoy playing cricket at weekends and spending time with friends and family.
With over 35 years of experience in the financial services industry, including 24 years at P&C, my work centres on helping clients make informed, long-term financial decisions that support their goals at every stage of life.
Over the years, I’ve built a strong focus on practical, straightforward advice, whether that’s planning for retirement, growing wealth, or protecting financial security for the future.
Outside of work, I’m a proud dad to two grown-up daughters. I enjoy unwinding on Friday evenings at the pub catching up with friends.
The Support Team Behind Your Success
I have proudly served as Office Manager for over 10 years, working closely with our advisers and acting as a key point of contact for clients. My priority is always to ensure both our team and clients feel supported, informed and valued. With extensive experience within the firm, I help ensure everything runs smoothly and efficiently on a day-to-day basis.
I take a clear, personal and organised approach to my role, focusing on making processes simple and easy to understand.
Outside of work, most of my time is taken up looking after my family, including my son and two stepsons – I’m very outnumbered! I also enjoy keeping active through walking, circuit classes and the gym, as well as spending time with friends
I have been with the company for over 22 years and have gained extensive experience across a variety of departments. I began my career as a Mortgage & Protection Administrator before progressing to manage the Accounts and Payroll Department, a role I held until the function transitioned to Head Office in 2022.
Today, I support our advisers by providing administrative and compliance assistance, helping to ensure cases progress smoothly through to completion while meeting all regulatory requirements. I work closely with providers and colleagues to deliver an efficient and professional service to our clients.
Outside of work, I enjoy reading, gardening and spending quality time with my family, including my two daughters and grandson, who certainly keeps me on my toes.
I have been with the firm for eight years, supporting both clients and advisers throughout the mortgage application process. My role involves liaising with lenders, solicitors and clients to help ensure applications progress smoothly and efficiently from submission through to completion.
I enjoy building strong relationships with clients and always strive to ensure their best interests remain at the heart of everything I do. Providing a positive and supportive experience throughout the process is something I take great pride in.
Outside of work, I enjoy working as a goldsmith in my studio, attending cross-fit several times a week and hiking on weekends.
I joined the company in November 2019 and work within the pensions and investments team, providing administration support across all areas of the business. I take pride in being organised, dependable and committed to delivering a high standard of service to both clients and colleagues.
I enjoy supporting the team behind the scenes and helping to ensure everything runs as efficiently as possible for our clients.
Outside of work, I enjoy travelling, spending time with my family and making lasting memories together. More recently, I have also discovered a love for reformer Pilates.
Our team doesn’t just manage money; we build lasting relationships. Whether you are meeting us at our West Berkshire office or inviting us into your home, you can expect transparent, expert advice. Ready to start your journey? Get in touch with us today.”
Reviews and Ratings for Financial adviser Matt Thomas, Reading
