Your Future, Your Legacy: Comprehensive Financial, Retirement, & Wealth Planning

Your wealth, your family, your legacy – your financial journey, our guiding hand with trust and care.

About Us

Your Trusted Financial Guide — Keith Matthews

My mission is to empower clients to plan with clarity and prosper with confidence through objective, personalised advice and tailored strategies. I founded Clan Wealth Management to provide a boutique approach to wealth, financial, and retirement planning — combining technical expertise with the human touch.

I believe lasting success comes from genuine interactions and trusted relationships, so I take the time to truly understand each client’s unique needs, goals, and values.

Through the Clan Wealth Plan, I guide individuals and families to protect, grow, and transfer their wealth with purpose and peace of mind.

With more than 15 years’ experience as a CFP® and QFA, I specialise in financial and pension planning, investments, wealth management, and estate planning.

How We Can Help You

Your Financial Journey, Our Guiding Hand.

Financial Planning

Your Life, Your Wealth, & Your Plan

Create holistic financial strategies to help you grow, protect and enjoy your wealth – today and for generations to come.

Advice that puts you first.
Personalised plans for every stage of life.
Trusted expertise with ongoing support.

Retirement Planning

Your Retirement, Your Way

Expert pension and retirement planning that ensures financial security, freedom and peace of mind.

Build a retirement plan tailored to your goals.
Maximising tax efficiency and pension growth.
Remove uncertainty about your financial future.

Wealth Management

Your Wealth for Life’s Journey

A strategy to grow, protect, and enjoy your wealth – today, in retirement, and for generations to come.

One complete plan – pensions, investments, lifestyle.
Ongoing reviews with proactive adjustments.
Trusted advice, always aligned with your best interests.

Estate Planning

Your Life, Your Legacy

Preserve, transfer, and protect your wealth - ensuring your wishes are respected and your legacy secured for future generations.

Tailor your estate plan to reflect your values and priorities.
Ensure a smooth transfer of wealth to loved ones.
Pass on your wealth with confidence and clarity.

The Outcomes Our Clients Value Most

We Work with People like You

Our clients value clarity, confidence, and control over their financial future. Do any of these sound like you?

Individuals navigating major life changes such as inheritance, business sale, or career transition.
Medical and legal professionals — consultants, specialists, and partners building long-term wealth.
Business owners and entrepreneurs planning to grow, protect, or transition wealth.
High-net-worth individuals and families seeking personalised, objective advice.
Professionals approaching retirement and preparing for financial independence.
Retirees seeking stability today and confidence to make the most of tomorrow.
Families who want to preserve and pass on wealth across generations.