About XV Wealth
Great financial advice starts with great relationships.
Matt Bennett: XV Wealth
Great financial advice starts with great relationships. As an independent financial adviser, I deliberately work with a select number of clients — not because I have to, but because I choose to. Keeping my client base small means, I can offer something that's increasingly rare in financial services: genuinely personal, high-quality advice that puts you at the centre of everything I do.
Whether you're an individual seeking clarity on your financial future, or a business looking for trusted guidance, my goal is to build an enduring relationship rooted in real understanding of your unique circumstances. My independent status means I'm never tied to any particular products or providers — my only loyalty is to finding the right solution for you.
I bring a breadth of experience to every client conversation. Having spent years running and managing businesses across a wide range of sectors, I have developed a deep, practical understanding of the financial landscape in all its complexity. I know what it means to make high-stakes decisions, to adapt under pressure, and to work towards a goal with discipline and focus.
Matt Bennett
BA(Hons), Dip PFS
Founder & Financial Adviser
Our advisers are all members of the Personal Finance Society and with this demonstrates an ethos of continued professional development. This commitment, combined with our independent status, shows our clients that we aim to achieve the highest standards of professionalism and trust at all times.
Independence, Professionalism, Trust
We imagine a world where people feel empowered, not anxious, about their financial future — where they pursue their goals with confidence and live life on their terms, because they have a clear plan, a trusted partner, and the peace of mind that comes from knowing they’re financially in control and aligned with what truly matters to them
