Feel Confident In Your Finances. Find Freedom In Your Life.

Momentum Wealth is your personal financial adviser with a human touch. With years of experience and a real understanding of what matters to you, we help you make smarter choices with your money by creating modern, flexible plans that work in your life – not just on paper.

Matt Routledge

Founder / CEO

10+

Years of Experience

70+

Satisfied Clients

100%

5* Google Reviews

Reviews

Planning That Puts You First

We’re not your typical financial advisers. Of course, we know pensions, investments and tax rules inside-out – but our goal isn’t just to help you “grow your money.” We focus on making financial decisions that support your personal goals – understanding what you want life to look like and building a clear, efficient strategy to make it happen.

We take care of the money. You take care of the memories.

Financial Advice Tailored To Every Chapter of Your Life

Momentum Wealth Is Perfect If You’re…

Approaching or at Retirement

You want answers to “Do I have enough?” and “Will I run out?” - as well as tax-efficient withdrawal plans.

Running Your Own Business

You want to reduce the tax you pay, optimise savings and structure assets for maximum efficiency.

A High-Earning Professional

You want to make the most of pensions, shares, RSUs and bonuses - without adding to their workload.

Meet Matt, Our Founder

Hello, I’m Matt Routledge – Founder of Momentum Wealth.

I started on this journey because I believe financial planning should always be personal. Too often, people are given generic advice that doesn’t reflect who they are or what they want out of life.

My approach is different – every recommendation I make is data-driven, evidence-based and tailored to fit your unique situation and aspirations. That’s what planning with purpose looks like.

Together, we can take the stress out of money and give you the confidence that your future is in safe hands.

Our Services

Whether you’re preparing for retirement, planning your family’s future or just picking your next holiday, we deliver personal financial guidance that gives you confidence, clarity and freedom to live life on your terms.

Retirement Planning

Investment Advice
& Management

Pension Consolidation & Withdrawal Advice

Tax & Inheritance Tax Planning & Efficiency

Equity Compensation Planning (RSUs & ESPPs)

Financial Forecasting & Cashflow Modelling

We’ve Been Featured In: