Chartered Wealth Manager
Direct Dial: 01603 855147
- Chartered Financial Planner
- Chartered Wealth Manager
Matt began his career in 1997 and is qualified as both a Chartered Financial Planner (Chartered Insurance Institute), and a Chartered Wealth Manager (Chartered Institute for Securities & Investment). Matt is also an Affiliate member of the Society of Trust and Estate Practitioners.
Matt has a broad experience having worked in national organisations as well as regional firms although more recently, he has specialised in advising high net worth individuals and families in the local area.
Although he advises across many areas, Matt's strength is in building long-term relationships with clients, helping them to identify their lifestyle objectives and goals, and then working with them to achieve these. By holding regular, forward looking planning meetings, he helps his clients to gauge how close they are to achieving their objectives, as well as making suitable adjustments to their plans when their situation or requirements change.
He holds the Institute of Money Coaching CPD Certificate in the basic principles of Money Coaching.
Outside of work, Matt enjoys spending time with his young family and hopes to pursue some hobbies at some point.